Executive Wealth Management, LLC

Description

Address: 135 W North St #1, Brighton, MI 48116 Hours: Open ⋅ Closes 5PM Wednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (810) 229-6446: : : Category: : : Website: Place name: : Website: http://www.ewmadvisors.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Wednesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 1 PM: Usually as busy as it gets6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayNot enough data yet for TuesdaysNot enough data yet for FridaysClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on WednesdaysHistogram showing popular times on Thursdays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Executive Wealth Management Posting publicly on the Web Write a review Reviews 4 Google reviews From Executive Wealth Management Unable to add this file. Please check that it is a valid photo. "The Executive Wealth Management team works hard to elevate every client’s investing experience with our compassionate service and our strategic defend and advance process."

Executive Wealth Management, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Executive Wealth Management, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Executive Wealth Management, LLC Salaries. You can even request information on how much does Executive Wealth Management, LLC pay if you want to. Learn about salaries, pros and cons of working for Executive Wealth Management, LLC directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

13 Executive Wealth Management, LLC employees in database. Find out everything there's to know about Executive Wealth Management, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Executive Wealth Management, LLC Employees

Employee
Years
Job
Industry
Gabriella Najmolhoda Gabriella Najmolhoda Chicago, Illinois Details
Gabriella Najmolhoda's Executive Wealth Management, LLC Experience June 2012 - August 2012
Job Management Consulting Experienced Associate at PwC
Industry Management Consulting
Experience
PwC  August 2014 - Present
PwC  June 2013 - August 2013
Executive Wealth Management, LLC   June 2012 - August 2012
Cayman Chemical  May 2012 - August 2012
Pink Pump   October 2010 - April 2012
University of Michigan  September 2011 - December 2011
A-Link AT&T Retailer   May 2011 - August 2011

Skills
PowerPoint, Analysis, Microsoft Excel, Marketing, Customer Service, Accounting, Social Media, Public Speaking, Presentation Development, Research, Teamwork, Finance, Consulting, Time Management, Interpersonal..., Data Analysis, Management

Education
University of Michigan - Stephen M. Ross School of Business   2010 — 2014
Bachelor of Business Administration (BBA)

West Bloomfield High School   2006 — 2010
High School Diploma

Heather Bonner Heather Bonner Rochester, Michigan Details
Heather Bonner's Executive Wealth Management, LLC Experience February 2015 - Present
Job Adjunct Professor at Oakland Community College
Industry Writing and Editing
Experience
Executive Wealth Management, LLC   February 2015 - Present
Oakland Community College  January 2014 - Present
HB Ink, LLC   2010 - Present
Marzolo and Associates   December 2012 - April 2015
A Pass Educational Group, LLC  July 2013 - January 2015
Oakland University  August 2009 - April 2011
TheDetroiter.com   2008 - 2009

Skills
Academic Writing, Online Journalism, Creative Writing, Editing, English grammar, German, University Teaching, Creative Direction, Telecommunications, Highly self-motivated, Leadership, Interpersonal Skill, Global Experience, Organizational..., Memorization, PC, Image Editing, Versatility, Advertising, Research, Magazines, Copy Editing, English Grammar

Education
Oakland University   2009 — 2011
Master of Arts (MA), English Language and Literature, General, 3.85

Oakland University   2005 — 2009
Bachelor of Arts (BA), English Language and Literature, General, 3.89

James Plaskey, Jr., CFP® James Plaskey, Jr., CFP® Greater Detroit Area Details
James Plaskey, Jr., CFP®'s Executive Wealth Management, LLC Experience January 2013 - Present
Job Private Wealth Advisor at Executive Wealth Management
Industry Financial Services
Experience
Executive Wealth Management, LLC   January 2013 - Present
401KGPS   January 2013 - Present

Skills
Marketing, Sales, Investments, Finance, Financial Planners, Series 7, Series 63, Series 65, Public Speaking, Research, Microsoft Office, Non-profits, Administration, Microsoft Excel, Portfolio Management, Management, Financial Planning, Social Media, Leadership

Education
Hillsdale College   2008 — 2013
Bachelor's of Arts Degree

Brother Rice High School   2004 — 2008

Adam Kulesza, MBA, CFP®, ChFC, CLU Adam Kulesza, MBA, CFP®, ChFC, CLU Greater Detroit Area Details
Adam Kulesza, MBA, CFP®, ChFC, CLU's Executive Wealth Management, LLC Experience December 2005 - Present
Job Vice President and Partner, Executive Wealth Management
Industry Financial Services
Experience
Executive Wealth Management, LLC   December 2005 - Present

Skills
Health Insurance, Wealth Management, Financial Advisory, Investments, Finance, Retirement Planning, Certified Financial..., Small Business, Strategic Financial...

Education
University of Michigan
BBA, Business

Cleary University
Master of Business Administration (M.B.A.)

Saginaw Valley State University
CFP Program

Peter Mitroff Peter Mitroff Rochester, Michigan Details
Peter Mitroff's Executive Wealth Management, LLC Experience January 1996 - Present
Job Registered Investment Advisor
Industry Investment Management
Experience
Executive Wealth Management LLC  January 1996 - Present

Skills
Portfolio Management, Investments, Business Strategy, Asset Managment, Equities, Mutual Funds, Wealth Management, Strategic Financial..., Investment Strategies, Asset Management, Insurance, Fixed Annuities, Retirement Planning, Asset Allocation, 401k, Retirement, Investment Advisory

Education
Ferris State University   1982 — 1987
Bachelor of Science, Marketing

Bill Waggoner Bill Waggoner Greater Detroit Area Details
Bill Waggoner's Executive Wealth Management, LLC Experience 2009 - Present
Job Investment Advisor Representative at Executive Wealth Management LLC
Industry Financial Services
Experience
Executive Wealth Management LLC  2009 - Present
Invest Financial  2009 - Present
Oakland Community College  2001 - Present
ITT Technical Institute  2009 - Present
Best Vest Investments   1996 - 2009
Dean Witter  1993 - 1996

Skills
Strategic Financial..., Wealth Management, Investments, Retirement Planning, Series 7, Retirement, Mutual Funds, Asset Management, Portfolio Management, Fixed Annuities, Asset Allocation, Series 63, Series 65, Series 24, Life, Variable,..., Sales, Adjunct Professor, Financial Services

Education
Walsh College of Accountancy and Business Administration
Master of Science in Finance

University of Arizona   1976 — 1982
Renewable Natural Resources

Dima Kasaji, MBA Dima Kasaji, MBA Greater New York City Area Details
Dima Kasaji, MBA's Executive Wealth Management, LLC Experience October 2014 - June 2015
Job Senior Private Equity Fund Accountant at Saw Mill Capital
Industry Accounting
Experience
Saw Mill Capital  August 2015 - Present
Executive Wealth Management LLC  October 2014 - June 2015
Executive Wealth Management LLC  January 2011 - October 2014
International Business Machines, Corp (IBM)   May 2009 - July 2010
Digital Stallion Computer Solutions   January 2007 - February 2008

Skills
Fluent in Arabic, Microsoft Word, Excel,..., Accounting, Hyperion Enterprise, Financial Reporting, Account Reconciliation, General Ledger, Financial Analysis, Financial Accounting, Auditing, Sarbanes-Oxley Act, Lotus Notes, SAP, Consolidation, PowerPoint, Microsoft Excel, Internal Controls, Analysis, Financial Statements, Variance Analysis, Internal Audit, Cost Accounting, US GAAP, Accounts Payable, Journal Entries, Accounts Receivable, Cash Management, Essbase, GAAP, Finance, Microsoft Office

Education
University of Bridgeport   2013 — 2014
Master of Business Administration (MBA), Finance, 4.0

Western Connecticut State University   2007 — 2010
BBA, Accounting; Financial Accounting Option, 3.8

Susan Busch Susan Busch Greater Detroit Area Details
Susan Busch's Executive Wealth Management, LLC Experience November 2013 - Present
Job Senior Private Wealth Advisor at Executive Wealth Management, LLC
Industry Financial Services
Experience
Executive Wealth Management, LLC   November 2013 - Present
Fidelity Investments  December 2008 - October 2013
Wachovia Securities  July 2007 - December 2008
Fifth Third Bank  September 2004 - July 2007
Charles Schwab  January 1999 - July 2004

Skills
Leadership, Retirement, Portfolio Management, Recruiting, New Business Development, Mutual Funds, Risk Management, Coaching, Financial Analysis, Finance, Business Development, Budgets, Financial Services, Investments, Asset Allocation, Asset Management, Banking, Management, Sales, Sales Management, Series 63, Securities, Series 7, Strategic Financial..., Strategic Planning, Strategy, Team Building, Wealth Management, Financial Planning

Education
University of Colorado at Boulder   1988 — 1993
BS, Economics

Pueblo East High School   1984 — 1988
high school

Craig Rumler Craig Rumler Bloomfield Hills, Michigan Details
Craig Rumler's Executive Wealth Management, LLC Experience February 2008 - March 2015
Job Chief Operating Officer at Bloomfield Hills Financial
Industry Financial Services
Experience
Bloomfield Hills Financial  April 2015 - Present
Executive Wealth Management, LLC   February 2008 - March 2015
Citi Mortgages  2007 - 2007
ABN AMRO Mortgage Group  2003 - 2007
Pegasus Aviation   April 2000 - August 2002
Bank of America  March 1998 - March 2000

Skills
Marketing, Financial Risk, Process Improvement, Risk Management, Loan Servicing, Analysis, Policy, Six Sigma, Mortgage Lending, Credit, Operations Management, Leadership, Project Management, Risk Assessment, Financial Services, Banking, Capital Markets, Financial Analysis, Business Analysis

Education
University of San Francisco - School of Management   1994 — 1997
MBA, Finance

Michigan State University   1980 — 1985
BA, Business

Marc Sanborn Marc Sanborn Louisville, Kentucky Area Details
Marc Sanborn's Executive Wealth Management, LLC Experience February 2009 - Present
Job Managing Member, Executive Wealth Management, LLC
Industry Financial Services
Experience
Executive Wealth Management, LLC   February 2009 - Present
Employee Benefits Administrators   September 2003 - December 2008

Skills
Retirement Planning, Asset Management, 401k, IRAs, Financial Services, Investments, Mutual Funds, Securities, Separately Managed..., Financial Planning, Individual Pension Plans

Education
Troy University   1988 — 1992
Bachelor of Science, Computer Information Systems / Business Administration

Angelia Groom Angelia Groom Grand Rapids, Michigan Details
Angelia Groom's Executive Wealth Management, LLC Experience June 2014 - October 2014
Job New Construction Sales Consultant
Industry Construction
Experience
Morton Buildings, Inc.   July 2015 - Present
Executive Wealth Management, LLC   June 2014 - October 2014
State of Michigan Licensed Realtor   2002 - 2014
Merrill Lynch Wealth Management  January 2011 - October 2012
Betten Imports Mercedes-Benz   January 2009 - February 2011
Hand Arendall, LLC  July 2007 - August 2008
Allen County Board of Commissioners' Office   December 1998 - December 2000
Saturn of Fort Wayne   August 1993 - December 1998

Skills
Series 7, Series 66, Wealth Management, Retirement Planning, Strategic Financial..., Risk Management, Portfolio Management, Sales Presentations, Negotiation, Public Speaking, NMLS Licensed, Uniform Combined State..., Business Development, CRM, Securities, Insurance, Business Planning, Customer Service, Sales, Investments, Financial Planning, Team Building, Strategic Planning

Education
Duke University   2007 — 2007
Paralegal Certificate, Law

Japan Center for Michigan Universities, Hikone, Japan   1990 — 1991

Grand Valley State University   1986 — 1991
Bachelor of Science (B.S.)

University of Sarajevo, Yugoslavia

Kingston Polytechnic, Kingston, England

Christopher Creary Christopher Creary Greater New York City Area Details
Christopher Creary's Executive Wealth Management, LLC Experience January 2013 - October 2013
Job Junior Financial Analyst at Guardian Life Insurance Company of America
Industry Financial Services
Experience
Guardian Life Insurance Company of America  June 2014 - Present
Omnicom Group Inc  October 2013 - May 2014
Executive Wealth Management LLC  January 2013 - October 2013
Ancilla Business Solutions   January 2012 - May 2012

Skills
Microsoft Excel, Financial Services, Variance Analysis, Finance, Reconciliations, Microsoft Office, Outlook, Financial Accounting, Capital Expenditures, Microsoft Word, Leases, Account Reconciliation, Mutual Funds, Microsoft Powerpoint, ISAE 3402, Non Qualified Deferred..., Research, Quantitative Analytics, Investments, Atlassian JIRA, Dividends, Bloomberg Terminal, Hyperion HFM, Cognos, OnBase, Sarbanes-Oxley, PeopleSoft, Journal Entries, Essbase, Insurance, Accruals, Financial Analysis, Budgets, Clarity, Sarbanes-Oxley Act

Education
Fordham University   2009 — 2012
Bachelor of Science, Business Administration, Finance

Manhattan College   2008 — 2009

Cardinal Spellman High School   2004 — 2008