Gitterman Wealth Management LLC

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Gitterman Wealth Management LLC Employees

Employee
Years
Job
Industry
Dennis Schlegel Jr Dennis Schlegel Jr Jackson, New Jersey Details
Dennis Schlegel Jr's Gitterman Wealth Management LLC Experience May 2006 - Present
Job Senior Associate Wealth Manager at Gitterman Wealth Management LLC
Industry Financial Services
Experience
Gitterman Wealth Management LLC   May 2006 - Present

Education
Lafayette College
Bachelor of Arts (B.A.), Psychology

St. Rose High School   1997 — 2001

Daniel Armas, CFP® Daniel Armas, CFP® Greater New York City Area Details
Daniel Armas, CFP®'s Gitterman Wealth Management LLC Experience August 2002 - Present
Job Financial Planner at Gitterman Wealth Management
Industry Financial Services
Experience
Gitterman Wealth Management LLC   August 2002 - Present

Skills
Comprehensive Wealth..., Financial Planning, Charitable Giving..., Estate Planning, Wealth Management, Retirement Planning, Portfolio Management, Investment Management, Wealth Preservation...

Education
Rutgers, The State University of New Jersey-New Brunswick   1997 — 2002
Bachelors of Science, Economics & Computer Science

Gregory Giardino Gregory Giardino Greater New York City Area Details
Gregory Giardino's Gitterman Wealth Management LLC Experience October 2012 - Present
Job Financial Planner at Gitterman Wealth Management, LLC
Industry Financial Services
Experience
Gitterman Wealth Management, LLC  October 2012 - Present
MetLife  August 2008 - October 2012

Skills
Wealth Management, Financial Planning, Financial Advisory, Retirement Planning, Life Insurance, Investment Advisory, Mutual Funds, Portfolio Management, Estate Planning, Pensions, Finance, Fixed Annuities

Education
Providence College   2004 — 2008
Bachelor of Science (BS), Marketing

Christian Brothers Academy   2000 — 2004
High School

Bernadette Strout, CFP® Bernadette Strout, CFP® Greater New York City Area Details
Bernadette Strout, CFP®'s Gitterman Wealth Management LLC Experience January 2012 - Present
Job CERTIFIED FINANCIAL PLANNER (TM)
Industry Financial Services
Experience
Gitterman Wealth Management LLC   January 2012 - Present
NJIT  2009 - Present
Ameriprise Financial Services, Inc.   September 2008 - January 2012
UBS Financial Services Inc  July 2004 - September 2008

Education
University of Massachusetts Boston   1979 — 1982
BA, Mathematics / Computer Science

Anmol Puri Anmol Puri Greater New York City Area Details
Anmol Puri's Gitterman Wealth Management LLC Experience January 2015 - August 2015
Job Student at Rutgers Business School NB
Industry Investment Management
Experience
Gitterman Wealth Management, LLC  January 2015 - August 2015

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Time Management

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2014 — 2018
Finance

John F Kennedy Memorial High School   2010 — 2014

Jason Condon Jason Condon New York, New York Details
Jason Condon's Gitterman Wealth Management LLC Experience June 2014 - Present
Job Financial Advisor at Gitterman Wealth Management LLC
Industry Financial Services
Experience
Gitterman Wealth Management, LLC  June 2014 - Present
UBS Financial Services’ Private Client Group   May 2013 - August 2013
Save Barnegat Bay  July 2012 - September 2012

Skills
Financial Planning, Retirement Planning, Estate Planning, Series 7, Series 66, Analysis, Cash Flow Management, Microsoft Word, Microsoft Excel

Education
Elon University   2010 — 2014
Bachelor of Science in Business Administration, Finance

Brian F. Donnelly Brian F. Donnelly Iselin, New Jersey Details
Brian F. Donnelly's Gitterman Wealth Management LLC Experience May 2001 - Present
Job Senior Associate at Gitterman Wealth Management LLC
Industry Financial Services
Experience
Gitterman Wealth Management LLC   May 2001 - Present

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Portfolio Management, Investment Advisory, Retirement, Wealth Management...

Education
Caldwell College   1997 — 2001
Economics

Katherine Boykoff Katherine Boykoff Edison, New Jersey Details
Katherine Boykoff's Gitterman Wealth Management LLC Experience August 2014 - Present
Job Client Services Associate / Office Administrator at Gitterman Wealth Management, LLC
Industry Financial Services
Experience
Gitterman Wealth Management, LLC  August 2014 - Present
AXA Advisors  November 2007 - August 2014
AccountPros  April 2006 - November 2007
COMSYS  October 2005 - April 2006
Dr. Thomas Tompkins DDS   August 2004 - October 2005
Express Yourself Salon & Spa   August 2003 - August 2004
Sherman & Sons Jewelers   June 2003 - July 2004
Philip R. Cooper Jewelers   September 2001 - June 2003
Somerset Valley Bank   January 1999 - June 2001

Skills
Event Management, Marketing, Account Management, Social Media, Customer Service, Microsoft Excel, Sales Management, Event Planning, Management, Insurance, Cold Calling, Interviews

Education
Somerset County Technology Institute   1998 — 2000
Commercial Arts

Molly Peck Molly Peck Greater Boston Area Details
Molly Peck's Gitterman Wealth Management LLC Experience March 2015 - March 2015
Job Summer Office Assistant at YMCA of Greater Boston
Industry Broadcast Media
Experience
Emerson College Writing and Academic Resource Center   October 2013 - Present
MetroWest YMCA  June 2014 - August 2015
WGBH  February 2015 - April 2015
Gitterman Wealth Management, LLC  March 2015 - March 2015
Christmas Tree Shops andThat  May 2014 - June 2014
Millibar, inc.   June 2013 - August 2013

Skills
Data Entry, Graphic Design, Telephone Skills, Filing, Video Editing, Television, Computer Proficiency, Writing, Camera Skills, Photoshop, InDesign, Customer Service, Microsoft Excel, Social Media, Final Cut Pro, Editing, Microsoft Office, Creative Writing, Microsoft Word, PowerPoint, Social Networking

Education
Emerson College   2013 — 2017
Studio Television Production

Emerson College   2013 — 2017

Heidi Sternbach Bell Heidi Sternbach Bell Greater New York City Area Details
Heidi Sternbach Bell's Gitterman Wealth Management LLC Experience May 2014 - Present
Job Client Service Associate at Gitterman Wealth Management LLC
Industry Financial Services
Experience
Gitterman Wealth Management LLC   May 2014 - Present
Northwestern Mutual  October 2008 - May 2014
Weichert Realtors  August 2004 - October 2008
JPMorgan Chase  1998 - 2003
JPMorgan Chase  1994 - 1998
Chase Personal Financial Services   1991 - 1994
Merrill Lynch  1989 - 1991

Skills
Financial Services, Marketing, Insurance, Product Management, Customer Service

Education
Dickinson College   1985 — 1989
BA, Fine Arts, German

Staples High School   1982 — 1985

Rutgers Business School
Project Management

Alexis Kadonsky Alexis Kadonsky Greater Chicago Area Details
Alexis Kadonsky's Gitterman Wealth Management LLC Experience January 2015 - January 2015
Job 3D Artist | www.alexiskadonsky.com
Industry Animation
Experience
rootBerz LLC   October 2014 - Present
Freelance 3D Artist, Fine Artist, and Designer   2004 - Present
obtuse animation   April 2015 - May 2015
Dirt Empire   January 2015 - March 2015
Gitterman Wealth Management, LLC  January 2015 - January 2015
Rashaad Newsome Studio  October 2014 - November 2014
Fugitive Love   September 2014 - October 2014
NYC ACM SIGGRAPH - MetroCAF   June 2014 - August 2014
HBO  June 2014 - June 2014
NBCUniversal, Inc.   June 2013 - December 2013

Skills
Animation, Drawing, Photoshop, Maya, Illustrator, Graphic Design, 3D Studio Max, 3D, InDesign, Final Cut Pro, Screen Printing, Flash, After Effects, CSS, HTML, XHTML, JavaScript, Nuke, Texturing, PHP, Audacity, Printmaking, Sculpture, Digital Photography, MEL, Web Design, jQuery, Letterpress, Mudbox, Python, Autodesk MotionBuilder, Houdini, HScript

Education
School of Visual Arts   2012 — 2014
Master of Fine Arts (MFA), Animation, Interactive Technology, Video Graphics and Special Effects, GPA 3.8

University of Illinois at Urbana-Champaign   2008 — 2012
Bachelor of Fine Arts (BFA), Graphic Design, GPA 3.8

Northumbria University   2011 — 2011
BFA, Graphic Design

University of New South Wales   2010 — 2010
BFA, Graphic Design

Anthony J. Horan Anthony J. Horan Greater New York City Area Details
Anthony J. Horan's Gitterman Wealth Management LLC Experience February 2015 - Present
Job Wealth Management at Gitterman Wealth Management, LLC
Industry Financial Services
Experience
Gitterman Wealth Management, LLC  February 2015 - Present
Penn Mutual  January 2014 - August 2014
Morgan Stanley Wealth Management  May 2013 - August 2013

Skills
Bloomberg, Bloomberg Terminal, Equities, Series 63, Investments, Microsoft Word, Valuation, Asset Allocation

Education
Monmouth University   2011 — 2015
Bachelor's Degree, Finance

Bunty Gidwani Bunty Gidwani Greater New York City Area Details
Bunty Gidwani's Gitterman Wealth Management LLC Experience May 2014 - Present
Job Financial Advisor at Gitterman Wealth Management, LLC
Industry Financial Services
Experience
Gitterman Wealth Management, LLC  May 2014 - Present
AXA Advisors  June 2005 - April 2014
MONY Securities Corporation  May 2001 - June 2005

Skills
Equities, Estate Planning, Retirement Planning, Investments, Asset Management, Securities, Uniform Combined State..., Wealth Management, Retirement, Series 7, IRAs, Investment Advisory, 401k Rollovers, Bloomberg, Fixed Annuities, College Savings Plans, Wealth Accumulation, Strategic Financial...

Education
Florida State University - College of Business   1996 — 2001
BA, Finance, MIS