Global Wealth Management

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Global Wealth Management Employees

Employee
Years
Job
Industry
Amanda Kaschak Amanda Kaschak Miami/Fort Lauderdale Area Details
Amanda Kaschak's Global Wealth Management Experience January 2015 - Present
Job Manager of Client Services at Global Wealth Management
Industry Investment Management
Experience
Global Wealth Management   January 2015 - Present

Skills
Retirement Planning, Employee Benefits, Financial Analysis, Investments, Sales, Mutual Funds, Strategic Financial..., Securities, Wealth Management, Asset Allocation, Retirement, Disability Insurance, Long Term Care Insurance, Insurance, Manage Client..., Financial Planning, Customer Service, Leadership

Education
West Virginia University   2004 — 2007
Psychology

Hollins University   2003 — 2004

Bridget Hickey Bridget Hickey San Francisco Bay Area Details
Bridget Hickey's Global Wealth Management Experience February 2013 - May 2013
Job Global Communications Manager at OnePlus
Industry Public Relations and Communications
Experience
OnePlus   December 2013 - Present
OPPO   May 2013 - December 2013
Global Wealth Management   February 2013 - May 2013
TBWA Auditoire   June 2010 - August 2010
Congressman Mark Kirk  September 2009 - December 2009

Skills
Mandarin, Finance, Public Relations, Chinese, International Relations, Blogging, Spanish, Editing, Social Media, Research, Social Media Marketing, Public Speaking, Microsoft Office, Market Research, Marketing Communications, Press Releases, Marketing, Social Networking, Media Relations

Education
The George Washington University   2008 — 2012
Bachelor's degree, International Relations and Affairs

Beijing Language and Culture University   2011 — 2011
Mandarin

Roderick Jefferson Roderick Jefferson Jacksonville, Florida Area Details
Roderick Jefferson's Global Wealth Management Experience May 2009 - November 2009
Job Financial coach
Industry Financial Services
Experience
Merrill Lynch  October 2011 - Present
Merrill Lynch  October 2011 - Present
Global wealth Management   May 2009 - November 2009
Edward Jones  April 2006 - August 2008
Merrill Lynch  June 2004 - February 2006
Merrill Lynch  June 2003 - February 2004

Skills
Investments, Mutual Funds, Banking, CRM, Sales, Customer Service, Finance, Leadership, Life Insurance, Management, Public Speaking, Retirement, Strategic Planning, Team Building, Financial Analysis

Education
Lambuth University   2000 — 2003
Bachelor of Science, Mangement

Andrew Costa Andrew Costa Fort Lauderdale, Florida Details
Andrew Costa's Global Wealth Management Experience 2010 - Present
Job Managing Director, Global Wealth Management
Industry Investment Management
Experience
Global Wealth Management   2010 - Present
Costa Capital   2006 - Present
Costa Financial Group   2004 - 2006

Skills
Investments, Portfolio Management, Asset Management, Wealth Management, Alternative Investments, Strategic Financial..., Series 7, Insurance, Securities, Finance, Financial Services, Estate Planning, Retirement, Retirement Planning, Asset Allocation, Financial Planning

Education
Florida State University   2000 — 2004
Bachelor of Science (BS), Finance, General

Andy Copeland Andy Copeland San Francisco Bay Area Details
Andy Copeland's Global Wealth Management Experience May 2008 - August 2008
Job Account Executive at Gregory Condes Wines
Industry Wine and Spirits
Experience
Gregory Condes Wines   February 2015 - Present
Merchants of Beverage   April 2014 - October 2014
Southern Wine & Spirits  July 2011 - October 2013
Southern Wine and Spirits  December 2010 - June 2011
Southern Wine and Spirits  September 2009 - December 2010
Global Wealth Management   May 2008 - August 2008
Jewish Community Center  June 2005 - August 2007

Skills
Microsoft Office, Account Management, Budgets, Project Planning, Stata, Sales, Event Planning, Marketing, Marketing Strategy, Social Media, Microsoft Excel, Social Media Marketing, Time Management, Start-ups, Entrepreneurship, Research

Education
Miami University   2005 — 2009
B.A, Economics

Samantha Canterino Samantha Canterino Greater New York City Area Details
Samantha Canterino's Global Wealth Management Experience September 2007 - September 2008
Job Associate at Lewis Brisbois Bisgaard & Smith LLP
Industry Law Practice
Experience
Lewis Brisbois Bisgaard & Smith LLP  March 2013 - Present
Avanzino & Moreno, PC   December 2011 - March 2013
Jeffrey Shepro, P.C.   January 2011 - May 2011
William LaPiana, Professor of Law   May 2010 - May 2011
Jefferies & Company  May 2010 - November 2010
New York City Law Department  September 2009 - May 2010
New York Law School  2008 - 2010
Honorable Anthony I. Giacobbe, Richmond County, Supreme Court   May 2009 - September 2009
Global Wealth Management   September 2007 - September 2008
Law Office of Robert Prignoli   February 2001 - February 2006

Skills
Legal Writing, Legal Research, Problem Solving, Litigation, Attention To Detail, Creative Problem Solving, Persuasion, International Law, International Relations, Litigation Support, Creative Briefs, Legal Support, Management Consulting, Conflict Resolution, Global Strategy, Communication Strategy, Litigation Strategy, International Project..., Civil Litigation, Commercial Litigation, Employment Litigation, General Litigation, Patent Litigation, Legal Assistance

Education
Fordham University
Bachelor of Arts, Cum Laude, International Political Economy

New York Law School
Juris Doctorate

Becky Niblack Jasper Becky Niblack Jasper Austin, Texas Details
Becky Niblack Jasper's Global Wealth Management Experience July 2009 - September 2009
Job Maps Data, Apple Inc.
Industry Consumer Electronics
Experience
Apple  February 2014 - Present
Apple  October 2011 - January 2014
California Polytechnic State University  February 2010 - July 2011
Global Wealth Management   July 2009 - September 2009
KMT Corp   July 2007 - July 2009
Kids Club Consultants, Inc   February 2006 - December 2007

Education
California Polytechnic State University-San Luis Obispo   2009 — 2011
BS, Business Administration, Finance Concentration

West Valley College
Liberal Arts AA

Matthew Leavis Matthew Leavis Minneapolis, Minnesota Details
Matthew Leavis's Global Wealth Management Experience 2013 - 2014
Job Marketing Manager at Global Wealth Management
Industry Marketing and Advertising
Experience
Global Wealth Management   2013 - 2014
The Seagate Hotel & Spa  2011 - 2013
Walt Disney World  August 2009 - July 2011
EMcomm  September 2007 - May 2011
Abercrombie & Fitch  2005 - 2011
Big Blue Dot  2007 - 2007

Skills
Marketing Communications, Marketing Strategy, Social Media Marketing, Marketing Management, Marketing, Art Direction, Production Drawings, Design Production, Fine Art, Guest Service Management, Customer Satisfaction, Customer Oriented, Customer Acquisition, Event Planning, Corporate Events, Wedding Planning, Public Relations, Advertising, Strategic Public..., Set Design, Set Construction, Set Dressing, Hospitality, Hospitality Industry, Product Marketing, Coordinating Events, Live Events, Visual Arts, Organization, Organizational..., Team Building, Teamwork, Microsoft Office, Adobe Creative Suite, French, Events Coordination, Catering, Graphic Design, Social Networking, Market Research

Education
Emerson College   2007 — 2011
Bachelor of Science (B.S.), Marketing Communications, 3.5

Emerson College   2007 — 2011
Bachelor of Science (B.S.), Marketing

Ethan Singer Ethan Singer Hollywood, Florida Details
Ethan Singer's Global Wealth Management Experience June 2013 - August 2013
Job Founder and Chair at Internationally United Music Festival
Industry
Experience
Internationally United Music Festival   November 2014 - Present
Answerquest  May 2015 - July 2015
Eisinger, Brown, Lewis, Frankel & Chaiet, P.A.   June 2014 - August 2014
Global Wealth Management   June 2013 - August 2013

Skills
Sensitivity and Tact, Empathy Skills, Creative Thinking, Organizational Priority, Leadership, Management, New Business Development, Teamwork, Fundraising, Public Speaking, Microsoft Excel, Microsoft Office, Event Planning, Microsoft Word, Marketing, Time Management

Education
Indiana University - Kelley School of Business   2014 — 2018
Entrepreneurship/Entrepreneurial Studies, GPA: 3.898/4.00

Richard Giannotti Richard Giannotti Fort Lauderdale, Florida Details
Richard Giannotti's Global Wealth Management Experience October 2014 - Present
Job President Athlete Asset Management at Global Wealth Management
Industry Financial Services
Experience
Global Wealth Management   October 2014 - Present
Self-employed  September 2008 - September 2014
Southern Maryland Blue Crabs  2008 - 2013
St. Louis Cardinals  2007 - 2008
Los Angeles Angels  2004 - 2007

Skills
Marketing, Social Media Marketing, Public Speaking, Social Media, Sales, Online Marketing, Marketing Strategy, Entrepreneurship, Public Relations, Facebook, Sports, Event Planning, Event Management, Sponsorship, Sports Management, Social Networking, Sports Marketing

Education
University of Miami - School of Business   2001 — 2007
Bachelor of Business Administration (BBA), Finance, General

st. thomas aquinas hs

Grant Conness Grant Conness Fort Lauderdale, Florida Details
Grant Conness's Global Wealth Management Experience 2009 - Present
Job Managing Director & CoFounder Global Wealth Management
Industry Financial Services
Experience
Global Wealth Management   2009 - Present
1031 Alternatives Group   January 2008 - Present
Costa Financial Securities   April 2006 - January 2008
Wealthcrafters - SII Investments   2003 - April 2006

Skills
Investments, Estate Planning, Finance, Real Estate, Alternative Investments, Securities, Retirement, Asset Management, Wealth Management, Portfolio Management, Strategic Financial..., Retirement Planning, Financial Services, Insurance, Investment Advisory, Asset Allocation, Series 7, Investment Management, Investment Strategies, Series 63, Executive Management, Strategy, Financial Advisory, High Net Worth..., Financial Markets, Wealth Management..., IRAs, 401k, ETFs, Fixed Annuities, Wealth Accumulation, Series 65

Education
Florida Atlantic University   1998 — 2001
Bachelor of Business Administration (B.B.A.), Marketing

University of Findlay   1996 — 1998
Business Administration and Management, General

Ann Parry Ann Parry Greater New York City Area Details
Ann Parry's Global Wealth Management Experience February 2004 - May 2009
Job Director, Compliance Training at Citigroup
Industry Financial Services
Experience
Citigroup  April 2012 - Present
Morgan Stanley  June 2009 - April 2012
Global Wealth Management   February 2004 - May 2009
Citigroup  September 1991 - February 2004
Gaston & Snow  October 1986 - August 1991
Gaston & Snow  May 1985 - August 1985
Gaston & Snow  October 1982 - May 1985

Education
New York Law School   1982 — 1986
JD, cum laude

Denison University
BA, Art History

Greenwich Academy

Adriana Montano Adriana Montano West Palm Beach, Florida Area Details
Adriana Montano's Global Wealth Management Experience July 2014 - Present
Job Marketing Coordinator at Global Wealth Management
Industry Marketing and Advertising
Experience
Global Wealth Management   July 2014 - Present
Chef2 Oils, Vinegars & More   June 2013 - December 2013
Lincoln Financial Group  August 2011 - September 2012
Alley Cat Allies  August 2006 - January 2011
Planned Parenthood  June 2005 - July 2006
Planned Parenthood  November 2004 - June 2005
Shoes for Crews  April 2004 - November 2004

Skills
Nonprofits, Fundraising, Blogging, Microsoft Office, Social Media, Public Speaking, Research, Editing, Project Management, PowerPoint, Policy, Training, Customer Service, Microsoft Excel, Raiser's Edge, Teaching, Culinary Skills, Personal Chef Services, Sales, Event Management, AWD, Databases, Data Entry, Financial Reporting, Report Writing, Marketing Communications, Advertising, Social Media Marketing, Social Networking, Staff Supervision, Food Safety, Food Preparation, Menu Development, Event Planning, Building Relationships, HTML, Non-profits, Politics, Grant Writing, Journalism

Education
Institute of Culinary Arts   2011 — 2013
Culinary Arts & Manangement

Palm Beach State College   2003 — 2005
Associate of Arts (AA)