Integrated Wealth Management

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Integrated Wealth Management Employees

Employee
Years
Job
Industry
Brian Rus Brian Rus San Francisco Bay Area Details
Brian Rus's Integrated Wealth Management Experience September 2012 - August 2013
Job Consultant at Teradata
Industry Information Technology and Services
Experience
Teradata  June 2015 - Present
NASA Ames Research Center  September 2014 - June 2015
uncleCare Inc.   February 2014 - January 2015
Crown Worldwide Group  May 2014 - August 2014
NASA Ames Research Center  August 2013 - June 2014
The Tech Museum of Innovation  August 2013 - May 2014
uncleCare Inc.   December 2012 - February 2014
Integrated Wealth Management   September 2012 - August 2013
Buck Institute for Age Research  June 2009 - August 2009

Skills
Teradata, SQL, TPT, Shell Scripting, Management, Time Management, Analysis, Web Development, Google Analytics, HTML, JavaScript, Customer Service, Microsoft Office, MS Project, Disaster Recovery, MySQL, Windows, jQuery Mobile, Adobe Creative Suite, CSS

Education
San Jose State University   2010 — 2014
Bachelor of Science, Management Information Systems

Joshua Kartchner Joshua Kartchner Phoenix, Arizona Area Details
Joshua Kartchner's Integrated Wealth Management Experience September 2013 - November 2013
Job Transfer Pricing at PriceWaterhouseCoopers
Industry Accounting
Experience
PriceWaterhouseCoopers  January 2015 - Present
Eide Bailly LLP  October 2014 - January 2015
PricewaterhouseCoopers  June 2014 - September 2014
JDA Software  December 2013 - May 2014
Integrated Wealth Management   September 2013 - November 2013

Skills
Inventory Management, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Time Management, Teamwork, Leadership, Financial Analysis, QuickBooks, Outlook, Social Networking, Public Speaking, Accounting, Team Building, Data Analysis, Team Leadership

Education
Arizona State University   2011 — 2014
Bachelor of Science (BS) Accountancy

Arizona State University   2011 — 2014
Bachelor of Science (BS) Economics

Cameron Teich Cameron Teich Scottsdale, Arizona Details
Cameron Teich's Integrated Wealth Management Experience September 2014 - Present
Job Student at Grand Canyon University
Industry Financial Services
Experience
Integrated wealth management   September 2014 - Present
Bank of America  April 2014 - September 2014
Hi-Health Corporation  May 2013 - November 2013
Life Time Fitness  May 2012 - February 2013
Saint Mary's College of California  August 2010 - May 2011

Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Public Speaking, Event Planning, Social Media, Teamwork, Leadership, Social Networking, Facebook, Research, Outlook, Team Building, Finance, Time Management, Event Management

Education
Grand Canyon University   2012 — 2014
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

Saint Mary's College of California   2010 — 2011
Business Administration and Management, General

Creighton University
Masters of Investment Management, Investment and Portfolio Management

Amy J. Kaufman Amy J. Kaufman Greater Los Angeles Area Details
Amy J. Kaufman's Integrated Wealth Management Experience May 2012 - October 2013
Job Experienced Financial Services professional.
Industry Financial Services
Experience
Cetera Advisor Networks LLC  October 2014 - Present
Integrated Wealth Management   May 2012 - October 2013
United Broker's Group  July 2011 - September 2013
Century 21 All Star, Realtors  September 2010 - June 2011
Crest Realty Group, LLC   September 2007 - August 2010
Charles Schwab  May 2006 - December 2007
JPMorgan Chase  October 2005 - May 2006
CitiStreet Associates, LLC   October 2004 - October 2005
Schwab Institutional  April 1998 - October 2004
SunAmerica Securities, Inc.   November 1996 - April 1998

Skills
Trading, Equity Trading, Fixed Income, Mutual Funds, Investment Management, Institutional Accounts, Manage Client..., Customer Support, Series 7, Investments, Referrals, Real Estate Transactions, Brokerage, Securities, First Time Home Buyers, Single Family Homes

Education
Rutgers University, Newark College of Arts and Sciences   1984 — 1987
Bachelor of Arts, Business Administration; Finance

Union College   1983 — 1984

John Wong, CIA®, CRMA® John Wong, CIA®, CRMA® Palm Springs, California Details
John Wong, CIA®, CRMA®'s Integrated Wealth Management Experience 2011 - Present
Job Chief Compliance Officer
Industry Financial Services
Experience
Integrated Wealth Management   2011 - Present
Capital Group  1990 - 2009
Mitsubishi Bank Global Custody   1987 - 1990

Skills
Compliance, Wealth Management, Risk, Internal Audit, Portfolio Management, Financial Risk

Education
Institute of Internal Auditors
Certified Internal Auditor®, Internal Auditing

University of California, Berkeley
BA, Economics

University of California, Los Angeles
Management coursework

Alexander Altaffer Alexander Altaffer New Brunswick, New Jersey Details
Alexander Altaffer's Integrated Wealth Management Experience August 2013 - December 2013
Job Incoming Auditor at Deloitte
Industry Accounting
Experience
Deloitte  April 2015 - Present
Chubb Insurance  July 2014 - September 2014
Deloitte  May 2014 - July 2014
Johnson & Johnson  December 2013 - July 2014
Integrated Wealth Management   August 2013 - December 2013
Phi Kappa Psi Fraternity  November 2012 - December 2013
Private Wealth Management Group   May 2013 - September 2013
Phi Kappa Psi Fraternity  May 2012 - December 2012

Skills
Finance, Microsoft Excel, Accounting, Budgets, Personal Finance, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Financial Analysis, Financial Reporting, Financial Accounting, Bookkeeping, Wealth Management, Journal Entries, SAP, Ariba, SharePoint, Portfolio Management, Presentations, Training, Internal Audit, IT Audit

Education
Rutgers, The State University of New Jersey-New Brunswick   2011 — 2015
Bachelor's degree, Accounting

Drake Qualls Drake Qualls Phoenix, Arizona Area Details
Drake Qualls's Integrated Wealth Management Experience October 2013 - May 2015
Job Client Services Coordinator at CliftonLarsonAllen
Industry Financial Services
Experience
CliftonLarsonAllen  June 2015 - Present
Integrated Wealth Management   October 2013 - May 2015
Charles Schwab  February 2013 - October 2013
Facebook  June 2012 - February 2013
Arizona State University  February 2010 - May 2012
Arizona State University  January 2009 - May 2012
Arizona State University  September 2010 - May 2011

Skills
Public Speaking, Event Planning, Research, Microsoft Office, Social Media, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Leadership, Event Management, Time Management, Coaching, Marketing, Higher Education, Management, Sales, Conflict Resolution

Education
Arizona State University   2007 — 2012
Bachelor's degree, Management (Entrepreneurship), 3.33

Ironwood High School   2003 — 2007
Diploma, Genereral

Mark L Marshall Mark L Marshall Greater Los Angeles Area Details
Mark L Marshall's Integrated Wealth Management Experience May 2009 - December 2010
Job President & Senior Financial Advisor at ML Marshall Wealth Management
Industry Financial Services
Experience
ML Marshall Wealth Management, LLC   December 2010 - Present
Integrated Wealth Management   May 2009 - December 2010

Education
Kansas State University   1971 — 1977
BS, Accounting

Kansas State University   1971 — 1976
B Architecture, Architecture

Gary Hager Gary Hager Greater New York City Area Details
Gary Hager's Integrated Wealth Management Experience August 2004 - Present
Job CEO at Integrated Wealth Management`
Industry Financial Services
Experience
Campaign Sports, LLC   January 2011 - Present
Integrated Wealth Management`  August 2004 - Present
Sagemark Consulting  January 1991 - August 2004

Skills
Investments, Estate Planning, Wealth, Portfolio Management, Financial Advisory, Alternative Investments, Asset Allocation, Insurance, Wealth Management, Asset Management, Asset Managment, Estate Tax Planning, Retirement Planning, Small Business, Wealth Management..., Financial Planning, Securities, High Net Worth..., Strategic Financial..., Financial Planners, Entrepreneurship, Succesful Charitable..., Insurance Planning, Funding, Equities, Succession Planning, Fundraising

Education
Brooklyn College   1978 — 1979
Associates, Accounting FInance

City University of New York-Brooklyn College
Finance, General

J.W. Hyndman IV J.W. Hyndman IV Greater Milwaukee Area Details
J.W. Hyndman IV's Integrated Wealth Management Experience January 2012 - Present
Job Financial Advisor Integrated Wealth Management/ Integrated College Planning
Industry Financial Services
Experience
The Emperor Real Estate LLC   January 2013 - Present
Integrated Wealth Management   January 2012 - Present
Integrated College Planning   January 2012 - Present
New England Financial  2010 - December 2011
New England Financial/ Wisconsin Group   October 2008 - December 2011
Ameriprise Financial  2000 - 2006

Education
University of Kentucky   1997 — 2000
Economics

Craig Harting Craig Harting Greater San Diego Area Details
Craig Harting's Integrated Wealth Management Experience 2003 - 2006
Job Investment Strategy at Integrated Wealth Management LLC
Industry Financial Services
Experience
Integrated Wealth Management LLC   July 2012 - Present
Global Green Solutions   May 2006 - June 2012
Integrated Wealth Management   2003 - 2006
Honeywell Process Solutions  2000 - 2003

Skills
Renewable Energy, Six Sigma, Start-ups, P&L Management, Operations Management, Strategic Planning, Contract Negotiations, Product Development, Product Management, Dynamic Asset Allocation, Process Engineering, Process Automation, Automation, Contract Negotiation, Engineering, Business Strategy, Process Control, Investments, Equities, Cross-functional Team...

Education
Rensselaer Polytechnic Institute   1968 — 1972
BS, Chemical Engineering

Jay Berger Jay Berger Traverse City, Michigan Details
Jay Berger's Integrated Wealth Management Experience January 1999 - December 2006
Job Owner, Independent Wealth Management
Industry Financial Services
Experience
Independent Wealth Management   January 2008 - Present
The Rehmann Group - Rehmann Financial   January 2007 - December 2007
Integrated Wealth Management   January 1999 - December 2006
Jay Berger Sole Proprietor   January 1994 - December 1998
IBM  January 1985 - December 1994

Skills
Retirement Planning, Portfolio Management, Financial Planning, Wealth Management, High Net Worth..., Asset Management, Financial Advisory, Investments, Strategic Financial...

Education
College for Financial Planning   1997 — 1999
CFP, Certified Financial Planning

Michigan State University   1980 — 1984
B.S., Engineerng

Kevin Swanson Kevin Swanson San Francisco Bay Area Details
Kevin Swanson's Integrated Wealth Management Experience June 2008 - Present
Job Financial Consultant | Empowering Clients to Live Life Confidently
Industry Investment Management
Experience
Integrated Wealth Management   June 2008 - Present

Education
San Jose State University   1984 — 1987
B.S., Finance

Michael Wilkinson Michael Wilkinson Tampa/St. Petersburg, Florida Area Details
Michael Wilkinson's Integrated Wealth Management Experience September 2010 - January 2013
Job Merit Consulting, Inc.
Industry Staffing and Recruiting
Experience
Merit Consulting, Inc.   2013 - Present
Town of Belleair  July 2010 - Present
Integrated Wealth Management   September 2010 - January 2013
Schering Plough  August 1998 - August 2010
Quinton Instrument Co   1991 - 1998

Education
Jacksonville State University
B.S., Marketing/Management

New Smyrna Beach High

Heather Santana Heather Santana Palm Desert, California Details
Heather Santana's Integrated Wealth Management Experience July 2015 - August 2015
Job
Industry Financial Services
Experience
Integrated Wealth Management   July 2015 - August 2015
Integrated Wealth Management   March 2015 - June 2015
Integrated Wealth Management   February 2012 - February 2015
Integrated Wealth Management   February 2008 - January 2012
Integrated Wealth Management (Formerly Physicans' Asset Management, Inc.)   January 1995 - January 2008
AMA Investment Advisors, LLP (Formerly AMA Investment Advisors, Inc.)   September 1991 - December 1994
Burke, Williams & Sorensen, LLP   June 1991 - August 1991
Stroock & Stroock & Lavan LLP   November 1989 - May 1991

Skills
Microsoft Office, Management, Microsoft Excel, Leadership, Microsoft Word, Research, Customer Service, Process Improvement, Event Planning

Education
Stony Brook University   1985 — 1989
Bachelor's degree, Psychology

Erin Scott Erin Scott Greater Los Angeles Area Details
Erin Scott's Integrated Wealth Management Experience April 2011 - July 2015
Job Marketing and PR Manager at The Living Desert
Industry Financial Services
Experience
The Living Desert  September 2015 - Present
Palm Springs Chamber of Commerce   August 2013 - Present
Leadership Coachella Valley   July 2012 - Present
Integrated Wealth Management   April 2011 - July 2015
Susan G. Komen for the Cure Los Angeles County Affiliate  April 2010 - August 2010

Skills
Marketing, Fundraising, Public Speaking, Marketing Strategy, Sales, Event Planning, Non-profits, Leadership

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2009 — 2011
MBA

California Polytechnic State University-San Luis Obispo   2006 — 2008
BA, English

Erik Mora, RICP® Erik Mora, RICP® Newport Beach, California Details
Erik Mora, RICP®'s Integrated Wealth Management Experience July 2014 - Present
Job Chief Marketing Officer and Director of Advisor Services
Industry Financial Services
Experience
Integrated Wealth Management   July 2014 - Present
Transamerica  May 2012 - July 2014

Skills
Wealth Management, Mutual Funds, Series 7, Series 63, Retirement Planning, Financial Advisory, Asset Allocation, Investments, Management, Investment Advisory

Education
The American College   2013 — 2014
Retirement Income Certified Professional

University of California, Riverside   1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General

Jesse Kate LeVitre Jesse Kate LeVitre Cleveland/Akron, Ohio Area Details
Jesse Kate LeVitre's Integrated Wealth Management Experience September 2014 - March 2015
Job Director of Operations at Ownership Advisors, Inc.
Industry Investment Management
Experience
Ownership Advisors, Inc.   April 2015 - Present
Integrated Wealth Management   September 2014 - March 2015
Ameriprise Financial Services, Inc.   March 2009 - August 2014
Harbert Management Corporation  August 2006 - December 2007
Coca-Cola Enterprises  January 2005 - July 2005
ESI - Extrusion Services, Inc.   September 2003 - January 2005
US Army  October 2000 - June 2003

Education
Kent State University at Stark   2012 — 2017
Bachelor of Arts (BA), Psychology, 3.5, Dean's List

Patrick Simmonds Patrick Simmonds Atlanta, Georgia Details
Patrick Simmonds's Integrated Wealth Management Experience February 2006 - September 2006
Job Sr. Associate, Procurement and Sourcing at PricewaterhouseCoopers
Industry Management Consulting
Experience
PwC  April 2015 - Present
Halyard Health  March 2014 - April 2015
Accenture  August 2012 - February 2014
KPMG  June 2011 - August 2012
BearingPoint, Inc.   October 2007 - August 2009
Integrated Wealth Management   February 2006 - September 2006

Skills
Outsourcing Advisory, Supplier Management, Strategic Sourcing, Spend Analysis, Vendor Management, Purchasing, SAP, PeopleSoft CRM, Hardware/Software..., SOA Governance, Managed Governance, Supplier Diversity, Project Management, IT Sourcing, Contract Negotiation, Contract Management, Pipeline Development, Service Level Agreements, Social Media Marketing, Marketing Strategy, Marketing Communications, Outsourcing, Ariba, Forecasting, Spend Management, ERP, Business Process..., Leadership, Management, Analysis, Governance, Management Consulting, Procure-to-Pay, E-procurement, eSourcing, Benchmarking, Consulting, RFP, BPO, Business Planning, PeopleSoft, Supply Management

Education
Arizona State University   2004 — 2007
BS, Marketing

Saint John's University   2010 — 2018
MBA, Finance and Financial Management Services

Calista Vassios Calista Vassios Greater Los Angeles Area Details
Calista Vassios's Integrated Wealth Management Experience August 2009 - June 2015
Job Digital Marketing Coordinator at Leap Online Marketing
Industry Financial Services
Experience
Leap Online Marketing   June 2015 - Present
Integrated Wealth Management   August 2009 - June 2015
UBS  September 2008 - August 2009
Bermuda Dunes Learning Center   January 2005 - June 2008

Skills
Event Planning, Marketing, Teaching, Leadership Development, PowerPoint, Marketing Strategy, Microsoft Excel, Microsoft Office

Education
Leadership Coachella Valley   2011 — 2012

College of the Desert   2006 — 2009
Business, Liberal Arts, Accounting

College of the Desert   2004 — 2006
AA, Early Childhood Education

Ashley Massone Ashley Massone San Francisco Bay Area Details
Ashley Massone's Integrated Wealth Management Experience January 2011 - June 2012
Job Operations Specialist, Global Events at Cisco Systems
Industry Marketing and Advertising
Experience
Cisco Systems  January 2013 - Present
Cisco Systems  June 2012 - January 2013
Integrated Wealth Management   January 2011 - June 2012
Delta Gamma Fraternity Gamma Eta Chapter   January 2011 - January 2012
Robert L. Weinmann Neurology Office   October 2006 - June 2011
Delta Gamma Fraternity Gamma Eta Chapter   January 2010 - January 2011

Skills
Finance, Facebook, Event Planning, Social Media, Social Networking, Event Based Marketing, Lead Generation, Management, Sales, Integrated Marketing

Education
San Jose State University   2008 — 2012
Business, Marketing

D. Blaine Greer D. Blaine Greer Phoenix, Arizona Area Details
D. Blaine Greer's Integrated Wealth Management Experience October 2012 - May 2014
Job Accountant I CapitalFixed AssetsProjects
Industry Accounting
Experience
Freeport-McMoRan Copper & Gold Inc.   July 2014 - Present
Freeport-McMoRan Inc  May 2014 - July 2014
Integrated Wealth Management`  October 2012 - May 2014
Freeport MacMoRan Copper and Gold - Morenci   May 2013 - August 2013
Weech Financial, PLLC   January 2012 - April 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Teaching, Teamwork, Accounting, Public Speaking, Spanish, Team Leadership, Data Analysis, Recruiting, Data Entry, Social Networking, Spanish-speaking, Time Management, Financial Analysis, Editing, Creative Writing, Facebook, Spreadsheets, Social Media, Budgets, Financial Accounting, Leadership, Research, Project Management, Team Building, Sales

Education
Arizona State University   2012 — 2014
Bachelor of Applied Science (BASc), Accounting

Eastern Arizona College   2009 — 2011
Associate's degree, Business Administration, Management and Operations

Brandt Kuhn, CFP® Brandt Kuhn, CFP® Palm Desert, California Details
Brandt Kuhn, CFP®'s Integrated Wealth Management Experience September 2009 - Present
Job Senior Vice President & Financial Advisor
Industry Financial Services
Experience
Integrated Wealth Management   September 2009 - Present
The Retirement Coach   January 2009 - September 2009
William Henry Crew III, Financial Advisors   February 2006 - June 2008

Skills
Qualified Retirement..., Retirement, Strategic Financial..., Financial Planners, Wealth Management..., Fixed Annuities, Personal Financial..., Retirement Planning, Uniform Combined State..., Wealth Accumulation, Wealth, Asset Allocation, Financial Services, Wealth Management, Estate Planning, Financial Advisory, Certified Financial..., High Net Worth..., Investments, Finance, Investment Advisory, Investment Strategies, Portfolio Management, Mutual Funds, Asset Managment, Licensed Life & Health..., Life Insurance, Employee Benefits, Long Term Care Insurance, College Savings Plans, 529 Plans, Registered Investment..., Fixed Income, Variable Annuities, 401k, 401k Rollovers

Education
California Polytechnic State University-San Luis Obispo   2004 — 2008
BS, Business Administration, concentration in Financial Management

University of California, Los Angeles   2009 — 2010
Personal Financial Planning Certificate, Financial Planning

Jill Chambers BN CFP CFDS Jill Chambers BN CFP CFDS Calgary, Canada Area Details
Jill Chambers BN CFP CFDS's Integrated Wealth Management Experience May 2011 - May 2013
Job Advisor at Wealthco Financial Advisory Services
Industry Financial Services
Experience
Wealthco Financial Advisory Services   January 2014 - Present
Vision Financial  May 2013 - December 2013
Integrated Wealth Management`  May 2011 - May 2013
Investors Group Financial Services Inc.  February 2007 - May 2011
MB Health   August 2005 - February 2007
Starbucks Coffee Company  February 2005 - February 2007
Odyssey Health Services   June 2004 - January 2005
Great-West Life  May 1996 - June 2004

Skills
Healthcare, Investments, Insurance, Business Planning, Strategic Financial..., Small Business, Coaching, Team Leadership, Project Planning, Public Speaking, Strategic Planning, Customer Service, Sales Management, Financial Analysis, New Business Development, Business Strategy, Finance, Risk Management, Wealth Management, Financial Services, Wealth, Financial Planning, Retirement Planning

Education
Academy of Financial Divorce Specialists   2014 — 2014
Chartered Financial Divorce Specialist

Financial Planning Standards Council   2009 — 2010
CFP, certified financial planning

University of Manitoba   1974 — 1978
BN, nursing, psychology

Angelina Perez Angelina Perez San Francisco Bay Area Details
Angelina Perez's Integrated Wealth Management Experience July 2008 - July 2009
Job Executive Assistant at BlackRock
Industry Computer Software
Experience
BlackRock  July 2012 - Present
Medrio  April 2012 - June 2012
International Antiviral Society-USA   May 2011 - March 2012
Becton Healthcare Resources  2008 - July 2011
Express Employment Professionals  2011 - 2011
Marin Software  2011 - 2011
Integrated Wealth Management   July 2008 - July 2009
Scott Cole & Associates   2006 - 2008
SEIU- UHW  2006 - 2007
Tremain & Hoffman   2006 - 2007

Skills
Outlook, Microsoft Excel, Heavy Calendaring, Travel Management, International Logistics, Teleconferencing, Global Meeting..., Expense Management, Vendor Management, Vendor Relationships, Business Correspondence, Database Administration, Account Reconciliation, Mail Merge, Concur, PowerPoint, Corporate Events, Web Conferences, Interpersonal Skill, Onboarding, Administration, Customer Service, Event Planning, Microsoft Office, Management, Executive...

Education
Saint Joseph Notre Dame

San Jose State University

Keith T. Nielsen Keith T. Nielsen San Francisco Bay Area Details
Keith T. Nielsen's Integrated Wealth Management Experience May 2009 - March 2012
Job Registered Associate at The Bromberg Group at Morgan Stanley
Industry Financial Services
Experience
The Bromberg Group at Morgan Stanley   May 2013 - Present
AppleOne  June 2012 - May 2013
Integrated Wealth Management   May 2009 - March 2012
Sentak & Malloy, Inc   February 2005 - May 2009
Parkway Insurance Company  May 2003 - February 2005
Merrill Lynch  June 2000 - May 2003

Skills
Event Planning, Series 7, Employee Management, Excel, Series 63, Word, PowerPoint, Access, Junxure, Concur, Microsoft Excel, Microsoft Word, Social Networking, Public Speaking, Office Management, Customer Service, Time Management, Data Entry, Leadership, Management, Marketing, Employee Benefits, Insurance, CRM, Human Resources, Outlook

Education
Rider University   2000 — 2006
BA, Liberal Arts and Sciences, General Studies and Humanities

Ryan Delaney, CFA Ryan Delaney, CFA Orange County, California Area Details
Ryan Delaney, CFA's Integrated Wealth Management Experience February 2015 - Present
Job Chief Financial Officer at Integrated Wealth Management
Industry Financial Services
Experience
Integrated Wealth Management   February 2015 - Present
Morgan Stanley  November 2010 - February 2015
Camden Asset Management  January 2010 - October 2010
Coast Asset Management  June 2003 - December 2009
PAAMCO - Pacific Alternative Asset Management Company   June 1995 - May 2003

Skills
Alternative Investments, Risk Management, Due Diligence, Hedge Funds, Fund Of Funds, Fixed Income, Asset Management, Equities, Hedging, Investment Strategies, Financial Risk, Asset Allocation, Bloomberg, Investment Management, Mutual Funds, Investments

Education
University of California, Riverside   1992 — 1995
BA, Economics

brandon Hager brandon Hager Greater Boston Area Details
brandon Hager's Integrated Wealth Management Experience February 2006 - August 2007
Job Restaurants Professional
Industry Restaurants
Experience
Teachers College  September 2008 - May 2009
Long Branch Middle School  September 2008 - December 2008
Bank of America  September 2007 - October 2008
Integrated Wealth Management   February 2006 - August 2007
Sovereign Bank  July 2005 - January 2006
Deli, Foodtown   August 2000 - May 2004

Education
Teachers College/Columbia University
Masters degree, Developmental Psychology

Monmouth University
Bachelor's degree, Psychology

Mari Beers Mari Beers Uniontown, Ohio Details
Mari Beers's Integrated Wealth Management Experience March 2014 - June 2014
Job Experienced professional in sales, real estate, banking, lending and financial services
Industry Financial Services
Experience
Integrated Wealth Management   March 2014 - June 2014
JC USA - Jenny Craig   January 2010 - March 2014
First Union Banc Corp   June 2008 - June 2009
First Ohio Banc & Lending  June 2005 - May 2008

Skills
Loans, First Time Home Buyers, Finance, Banking, Mortgage Banking, Strengthening Client..., Client Counseling, Highly detail oriented, Oral & Written..., Written & Oral...

Education
San Diego State University-California State University
Speech Communication

Duke Lechtman Duke Lechtman Greater New York City Area Details
Duke Lechtman's Integrated Wealth Management Experience Vice PresidentSalomon Brothers1962 - 1980
Job Sr. AdvisorWealth Distribution Planning at Integrated Wealth Management
Industry Financial Services
Experience
Integrated Wealth Management   Vice PresidentSalomon Brothers1962 - 1980

Education
University of Pennsylvania - The Wharton School   1958 — 1962
B. S., Finance

Valentino Mazzaferro Valentino Mazzaferro Springfield, Massachusetts Area Details
Valentino Mazzaferro's Integrated Wealth Management Experience April 2010 - Present
Job Service Assistant at Integrated Wealth Strategies
Industry Insurance
Experience
Integrated Wealth Management`  April 2010 - Present
Mass Mutual Financial Group  September 2005 - October 2009

Skills
Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Whole Life, Health Insurance, Long Term Care Insurance, Employee Benefits, Brokers, 401k, Claim, Series 63, Customer Service

Education
American International College   1990 — 1992
Bachelor of Applied Science (B.A.Sc.), Psychology

Springfield Technical Community College   1982 — 1984
Associate of Science (AS), Computer Science