Greenspring Wealth Management
Address: 501 Fairmount Ave #102, Towson, MD 21286 Hours: Closed ⋅ Opens 9AM Friday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (443) 564-4600Website: : : Category: : : : : Place name: Website: http://greenspringadvisors.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 question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Greenspring Advisors Posting publicly on the Web Write a review Reviews Be the first to review
Greenspring Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Greenspring Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Greenspring Wealth Management Employees
Greenspring Wealth Management January 2014 - Present
Calvert Investment Counsel November 2007 - December 2013
Morgan Stanley January 2004 - November 2007
Education
University of North Carolina at Chapel Hill 1977 — 1981
Bachelor of Science (BS), Industrial Relations, Economics
Greenspring Wealth Management April 2012 - July 2013
Grace Fellowship Church May 2007 - March 2012
Skills
Office Administration, Event Planning, Volunteer Management, Communication, Efficiency, Highly detail oriented, People Skills, Organized Multi-tasker
Education
Towson University 2002 — 2006
Bachelor of Arts, Mass Communications Strategic Public Relations and Integrated Communications
Dulaney High School 1998 — 2002
The Financial Consulate, Inc September 2013 - Present
Greenspring Wealth Management June 2013 - September 2013
Zerodraft Maryland August 2012 - August 2013
Covahey, Boozer, Devan & Dore, PA June 2010 - August 2012
for various families May 2010 - July 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Time Management, Organization, Financial Modeling, Corporate Finance, Business Intelligence, Teamwork, Bloomberg Terminal, Access
Education
Towson University 2009 — 2013
Bachelor’s Degree, Finance, General, 3.4 GPA
Hereford High School 2004 — 2008
3.7 GPA
Greenspring Wealth Management 2013 - Present
DSM Nutritional Products 2007 - 2013
General Mills 2000 - 2006
McKinsey & Co. 1994 - 1996
Education
Harvard Business School 1998 — 2000
MBA, General Management
The University of Texas at Austin 1990 — 1994
BBA, Finance
Pikesville High School 1986 — 1990
Bryant Financial Advisory, Inc. October 2012 - Present
Greenspring Wealth Management January 2011 - October 2012
Bryant Financial Advisory, Inc. April 1998 - December 2010
WMS Partners September 1996 - April 1998
Wolpoff & Company, CPA 1990 - 1996
Skills
Comprehensive Wealth..., Investment Strategies, Asset Allocation, Retirement Income..., Women and Money
Education
Center for Fiduciary Studies 2005 — 2005
AIF(r), Accredited Investment Fiduciary
College for Financial Planning 1992 — 1994
CFP, Financial Planning
Loyola University Maryland 1981 — 1986
MBA, Finance
SUNY Albany 1974 — 1976
BS, Secondary Education
Stadion Money Management May 2013 - Present
Greenspring Wealth Management April 2011 - May 2013
The (k)larity Group January 2008 - April 2011
Broad Street Capital Advisors, LLC 2004 - 2007
Banc of America Advisors, LLC January 1999 - January 2003
Bank of America January 2000 - January 2002
Bank of America January 1999 - January 2000
Skills
Retirement, Investments, Series 65, Retirement Planning, Asset Allocation, Mutual Funds, Series 7, Employee Benefits, Securities, 401k, Series 63, Financial Services
Education
Georgia Southern University 1995 — 1999
Bachelor of Business Administration, Finance - Cum Laude
Carlson Capital Management September 2015 - Present
Greenspring Wealth Management December 2013 - September 2015
Launch2Life July 2009 - November 2013
Janiczek & Company, Ltd. May 2001 - June 2009
Reid and Riege, P.C. May 1999 - April 2001
United States Coast Guard May 1994 - April 1999
Education
The University of Connecticut School of Law 1998 — 2001
Juris Doctorate (JD)
University of Pennsylvania - The Wharton School
Certified Employee Benefit Specialist (CEBS) Designation, Employee Benefits
US Coast Guard Academy 1990 — 1994
B.S., Government
J.K. Mullen High School 1986 — 1990
Greenspring Wealth Management August 2015 - Present
Grant/GrossMendelsohn, LLC October 2007 - August 2015
MGH, Inc. 2004 - 2007
Systems Alliance, Inc. March 2004 - July 2004
Skills
Marketing, Marketing Communications, Client Services, Investment Support, Advertising, Direct Marketing, Email Marketing, Creative Strategy, Marketing Strategy, Event Planning, Event Management, Junxure, Website Updating, Manage Client..., CRM Databases, CRM Integration, Junxure CRM, Grendel CRM, WordPress, Financial Services
Education
Loyola University Maryland 1999 — 2003
BBA, Marketing
Notre Dame Prep 1995 — 1999
FiduciaryVest, LLC January 2015 - Present
Greenspring Wealth Management May 2012 - January 2015
SunTrust Bank January 2001 - May 2012
Northern Trust May 2000 - September 2000
New York Life / NYLIFE Securities March 1998 - January 1999
Skills
Retirement Plan..., Asset Allocation, Investments, 401k, Employee Benefits, Retirement, Investment Advisory, ERISA, CIMA, Foundations, Banking, Wealth Management, Endowments, Fee Analysis, Negotiating Fees, Fee, AIF
Education
Rollins College - Crummer Graduate School of Business 1999 — 2001
MBA, Finance
Furman University 1994 — 1999
BBA, Business Administration
Retirement Fund Management January 2015 - Present
Greenspring Wealth Management April 2014 - January 2015
1st Global April 2007 - March 2014
Enterprise Fund Distributors July 2004 - April 2007
Flag Financial Services October 2002 - July 2004
Skills
Consultative Selling, Solution Selling, Team Building, Competitive Intelligence, Customer Relations, New Business Development, Territory, Direct Sales, Strategic Planning, Key Account Management, Sales Management, Sales Process, Series 7, 401k, Retirement, Defined Benefit, Investments
Education
LaGrange College 1994 — 1999
Biology
University of West London 1997 — 1997
LaGrange High School
LaGrange High School
Greenspring Wealth Management April 2014 - Present
Skills
Financial Modeling, Investments, Due Diligence
Education
Columbia Business School 1969 — 1971
MBA
Yale University 1962 — 1966
BS in Industrial Administration
Greenspring Wealth Management January 2012 - Present
Education
Loyola College in Maryland
M.B.A.
University of Virginia
B.A.