Integrated Wealth Management
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Integrated Wealth Management Employees
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
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
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
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
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
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
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
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
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
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
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
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
Integrated Wealth Management June 2008 - Present
Education
San Jose State University 1984 — 1987
B.S., Finance
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Integrated Wealth Management Vice PresidentSalomon Brothers1962 - 1980
Education
University of Pennsylvania - The Wharton School 1958 — 1962
B. S., Finance
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