Jaffe Tilchin Wealth Management
Description
Address: 15350 N Florida Ave, Tampa, FL 33613 Hours: Closes soon: 5PM ⋅ Opens 9AM Thu Wednesday9AM–5PMThursday9AM–5PMFriday9AM–4:30PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (813) 960-5293Place name: : Category: Website: : : : : : Website: http://www.jaffetilchin.com/ Category: Financial Institution 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 questionPopular times Wednesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 4 PM: Usually not too busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 20 min to 1.5 hr here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Jaffe Tilchin Wealth Management Posting publicly on the Web Write a review Reviews 4 Google reviews
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Jaffe Tilchin Wealth Management Employees
Employee
Years
Job
Industry
Jean Yglesias Jean Yglesias's Jaffe Tilchin Wealth Management Experience May 2014 - Present
Job Assistant to Scott Jaffe of Jaffe Tilchin Wealth Management
Industry Motion Pictures and Film
Experience
Jaffe Tilchin Wealth Management May 2014 - Present
Bluedot Film 2005 - Present
League of Women Voters, Hillsborough County, FL January 2014 - June 2014
West Elm (Division of Williams Sonoma Co.) September 2013 - January 2014
BB&T 2006 - August 2012
City of Orlando 2009 - 2010
Downtown South Main Street 2008 - 2010
Lake Highland Preparatory School April 2002 - June 2003
Skills
Producing Projects, Group Facilitator, Community Development, Marketing Communications, Research, Public Relations, Advertising, Photography, Event Planning, Social Media, Social Media Marketing, Marketing, Creative Direction, Public Speaking, Media Relations, Film, Copywriting, Fundraising, Strategic Planning, Marketing Strategy, Nonprofits, Urban Design, Television, Non-profits, Event Management
Education
New York University
Bachelor of Fine Arts (BFA)
The Packer Collegiate Institute
Jaffe Tilchin Wealth Management May 2014 - Present
Bluedot Film 2005 - Present
League of Women Voters, Hillsborough County, FL January 2014 - June 2014
West Elm (Division of Williams Sonoma Co.) September 2013 - January 2014
BB&T 2006 - August 2012
City of Orlando 2009 - 2010
Downtown South Main Street 2008 - 2010
Lake Highland Preparatory School April 2002 - June 2003
Skills
Producing Projects, Group Facilitator, Community Development, Marketing Communications, Research, Public Relations, Advertising, Photography, Event Planning, Social Media, Social Media Marketing, Marketing, Creative Direction, Public Speaking, Media Relations, Film, Copywriting, Fundraising, Strategic Planning, Marketing Strategy, Nonprofits, Urban Design, Television, Non-profits, Event Management
Education
New York University
Bachelor of Fine Arts (BFA)
The Packer Collegiate Institute
Colleen Patterson Colleen Patterson's Jaffe Tilchin Wealth Management Experience February 2014 - Present
Job Human Resource Manager/Compliance Officer at Jaffe Tilchin Wealth Management
Industry Financial Services
Experience
Jaffe Tilchin Wealth Management February 2014 - Present
Jaffe Tilchin Wealth Management April 2007 - 2014
Morgan Stanley Smith Barney April 2005 - April 2007
Morgan Stanley Smith Barney July 1989 - April 2005
Education
Saint Leo University 1986 — 1989
BA, Business Management
Upsala College 1985 — 1986
Business Management
Jaffe Tilchin Wealth Management February 2014 - Present
Jaffe Tilchin Wealth Management April 2007 - 2014
Morgan Stanley Smith Barney April 2005 - April 2007
Morgan Stanley Smith Barney July 1989 - April 2005
Education
Saint Leo University 1986 — 1989
BA, Business Management
Upsala College 1985 — 1986
Business Management
Bill Halaby Bill Halaby's Jaffe Tilchin Wealth Management Experience August 2011 - March 2012
Job Law Clerk at Florida Office of the Attorney General
Industry Legal Services
Experience
Florida Office of the Attorney General August 2015 - Present
Willkie Farr & Gallagher LLP May 2015 - August 2015
United States Attorney's Office June 2014 - August 2014
United States District Court for the Middle District of Florida May 2014 - June 2014
The Delta Chi Fraternity, Inc. May 2012 - May 2013
The Delta Chi Fraternity, Inc. May 2011 - May 2012
Kaplan March 2010 - May 2012
Jaffe Tilchin Wealth Management August 2011 - March 2012
T. Rowe Price January 2011 - May 2011
Skills
Investments, Client Service, Client Acquisition, Education, Customer Presentations, Presentations, Financial Services, Customer Acquisition, Leadership, Public Speaking, Financial Modeling, Budgets, Financial Analysis, CRM, Data Analysis, Management, Wealth Management, Sales, Portfolio Management, Finance, Higher Education..., Higher Education, Management Consulting, Strategic Consulting, Student Recruiting, Recruitment Advertising, Recruitment Training, Consulting, Event Planning, Microsoft Excel, Leadership Development, Social Media, Research, Marketing Communications, Analysis, Critical Thinking, Time Management, Social Networking, Fundraising, Teamwork, Spanish, PowerPoint, Training, Team Leadership, Marketing, Recruiting, Microsoft Office, Microsoft Word, Legal Writing
Education
University of Chicago Law School 2014 — 2016
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
University of Florida - Fredric G. Levin College of Law 2013 — 2014
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
University of South Florida - College of Business Administration 2008 — 2012
Finance, Finance
Florida Office of the Attorney General August 2015 - Present
Willkie Farr & Gallagher LLP May 2015 - August 2015
United States Attorney's Office June 2014 - August 2014
United States District Court for the Middle District of Florida May 2014 - June 2014
The Delta Chi Fraternity, Inc. May 2012 - May 2013
The Delta Chi Fraternity, Inc. May 2011 - May 2012
Kaplan March 2010 - May 2012
Jaffe Tilchin Wealth Management August 2011 - March 2012
T. Rowe Price January 2011 - May 2011
Skills
Investments, Client Service, Client Acquisition, Education, Customer Presentations, Presentations, Financial Services, Customer Acquisition, Leadership, Public Speaking, Financial Modeling, Budgets, Financial Analysis, CRM, Data Analysis, Management, Wealth Management, Sales, Portfolio Management, Finance, Higher Education..., Higher Education, Management Consulting, Strategic Consulting, Student Recruiting, Recruitment Advertising, Recruitment Training, Consulting, Event Planning, Microsoft Excel, Leadership Development, Social Media, Research, Marketing Communications, Analysis, Critical Thinking, Time Management, Social Networking, Fundraising, Teamwork, Spanish, PowerPoint, Training, Team Leadership, Marketing, Recruiting, Microsoft Office, Microsoft Word, Legal Writing
Education
University of Chicago Law School 2014 — 2016
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
University of Florida - Fredric G. Levin College of Law 2013 — 2014
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
University of South Florida - College of Business Administration 2008 — 2012
Finance, Finance
Roger L. Chewning Roger L. Chewning's Jaffe Tilchin Wealth Management Experience 2013 - Present
Job Marketing Associate at Jaffe Tilchin Wealth Management
Industry Nonprofit Organization Management
Experience
Jaffe Tilchin Wealth Management 2013 - Present
Temple Terrace Fire Department August 2012 - Present
Temple Terrace Professional Firefighters - IAFF Local 3582 January 2012 - Present
Temple Terrace Fire Department October 2004 - Present
Temple Terrace Fire Department Pension July 2008 - November 2013
US Army September 1993 - September 1997
Education
University of South Florida 2010 — 2012
Bachelors, Finance
Jaffe Tilchin Wealth Management 2013 - Present
Temple Terrace Fire Department August 2012 - Present
Temple Terrace Professional Firefighters - IAFF Local 3582 January 2012 - Present
Temple Terrace Fire Department October 2004 - Present
Temple Terrace Fire Department Pension July 2008 - November 2013
US Army September 1993 - September 1997
Education
University of South Florida 2010 — 2012
Bachelors, Finance
Jeremy Bess's Jaffe Tilchin Wealth Management Experience March 2012 - July 2014
Job Analyst at Revenue Management Solutions
Industry Financial Services
Experience
Revenue Management Solutions July 2014 - Present
Jaffe Tilchin Wealth Management March 2012 - July 2014
The University of Tampa August 2011 - December 2012
Weis Markets January 2008 - December 2011
Skills
Economics, Econometrics, Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint, Research, Leadership, Morningstar Office, Microsoft SQL Server, Risk Management, Personal Finance, Financial Analysis, Investments, Investment Advisory, Personal Financial..., Series 65, Microsoft Word, Analysis, Time Management, Finance
Education
University of Tampa - John H. Sykes College of Business 2011 — 2013
Bachelor of Arts (BA), Economics, Graduate
Temple University - Fox School of Business and Management 2010 — 2011
Bachelor's degree, Economics, 3.8
Revenue Management Solutions July 2014 - Present
Jaffe Tilchin Wealth Management March 2012 - July 2014
The University of Tampa August 2011 - December 2012
Weis Markets January 2008 - December 2011
Skills
Economics, Econometrics, Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint, Research, Leadership, Morningstar Office, Microsoft SQL Server, Risk Management, Personal Finance, Financial Analysis, Investments, Investment Advisory, Personal Financial..., Series 65, Microsoft Word, Analysis, Time Management, Finance
Education
University of Tampa - John H. Sykes College of Business 2011 — 2013
Bachelor of Arts (BA), Economics, Graduate
Temple University - Fox School of Business and Management 2010 — 2011
Bachelor's degree, Economics, 3.8
J. Michael Kriz's Jaffe Tilchin Wealth Management Experience July 2010 - Present
Job Senior Commercial Insurance Specialist at Jaffe Tilchin Wealth Management
Industry Insurance
Experience
Jaffe Tilchin Wealth Management July 2010 - Present
Brown & Brown November 2008 - June 2010
MAAAK January 2007 - May 2010
The Store of Floors of Tampa, LLC January 2004 - November 2008
Bob Wilson Dodge January 1998 - March 2008
Skills
Insurance, Commercial Insurance, Investments, Property & Casualty..., Disability Insurance, Risk Management, General Insurance, Liability, Management, Retirement Planning, Workers Compensation, Underwriting, Sales, Professional Liability, Employee Benefits, Brokers, Umbrella Insurance, Negotiation, Construction, Wealth Management, Strategic Financial..., Fixed Annuities, Legal Liability, Florida General Lines..., Applied/TAM Insurance..., Reynolds & Reynolds..., Mitchell Estimating &..., CCC Pathways Estimating..., Automotive Management..., Armstrong Certified..., Aquaculture, DOT, EPA & OSHA..., Operations Management, Large Middle Market &..., Loss Sensitive Workers'..., Complex Risk Management..., Auto Liability..., Fixed Operations, Finance, Finacial Statements, Team Motivation, Sales Motivation, Leadership Development, Business Planning, Business Process..., Small Business, Inter-departmental..., Department Coordination, Financial Planning
Education
Loyola University New Orleans 1989 — 1993
Bachelor of Business Administration, Finance
Tampa Preparatory High School 1985 — 1989
High School Diploma
Jaffe Tilchin Wealth Management July 2010 - Present
Brown & Brown November 2008 - June 2010
MAAAK January 2007 - May 2010
The Store of Floors of Tampa, LLC January 2004 - November 2008
Bob Wilson Dodge January 1998 - March 2008
Skills
Insurance, Commercial Insurance, Investments, Property & Casualty..., Disability Insurance, Risk Management, General Insurance, Liability, Management, Retirement Planning, Workers Compensation, Underwriting, Sales, Professional Liability, Employee Benefits, Brokers, Umbrella Insurance, Negotiation, Construction, Wealth Management, Strategic Financial..., Fixed Annuities, Legal Liability, Florida General Lines..., Applied/TAM Insurance..., Reynolds & Reynolds..., Mitchell Estimating &..., CCC Pathways Estimating..., Automotive Management..., Armstrong Certified..., Aquaculture, DOT, EPA & OSHA..., Operations Management, Large Middle Market &..., Loss Sensitive Workers'..., Complex Risk Management..., Auto Liability..., Fixed Operations, Finance, Finacial Statements, Team Motivation, Sales Motivation, Leadership Development, Business Planning, Business Process..., Small Business, Inter-departmental..., Department Coordination, Financial Planning
Education
Loyola University New Orleans 1989 — 1993
Bachelor of Business Administration, Finance
Tampa Preparatory High School 1985 — 1989
High School Diploma
Noor Shakfeh's Jaffe Tilchin Wealth Management Experience May 2011 - August 2011
Job Student at Johns Hopkins Bloomberg School of Public Health
Industry Program Development
Experience
American Society for Microbiology January 2015 - May 2015
Syrian Emergency Task Force May 2014 - January 2015
Moffitt Cancer Center December 2012 - December 2014
Council on American Islamic Relations (CAIR)- Florida August 2012 - January 2013
NeuroStructural Research Labs June 2010 - August 2012
Jaffe Tilchin Wealth Management May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows, Teaching, Fundraising, Data Analysis, Relief, Analysis, Cell, SPSS, Community Outreach, Public Speaking, Market Research, Public Health, Spanish, Nonprofits, Healthcare, Qualitative Research, Policy Analysis, Clinical Research
Education
Johns Hopkins Bloomberg School of Public Health 2015 — 2016
Master’s Degree, Molecular Microbiology and Immunology
University of South Florida 2010 — 2014
Bachelor's degree, Microbiology, General
University of South Florida 2010 — 2014
Bachelor's degree, Economics
Land O Lakes High School 2006 — 2010
High School
American Society for Microbiology January 2015 - May 2015
Syrian Emergency Task Force May 2014 - January 2015
Moffitt Cancer Center December 2012 - December 2014
Council on American Islamic Relations (CAIR)- Florida August 2012 - January 2013
NeuroStructural Research Labs June 2010 - August 2012
Jaffe Tilchin Wealth Management May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows, Teaching, Fundraising, Data Analysis, Relief, Analysis, Cell, SPSS, Community Outreach, Public Speaking, Market Research, Public Health, Spanish, Nonprofits, Healthcare, Qualitative Research, Policy Analysis, Clinical Research
Education
Johns Hopkins Bloomberg School of Public Health 2015 — 2016
Master’s Degree, Molecular Microbiology and Immunology
University of South Florida 2010 — 2014
Bachelor's degree, Microbiology, General
University of South Florida 2010 — 2014
Bachelor's degree, Economics
Land O Lakes High School 2006 — 2010
High School
Lou Tilchin's Jaffe Tilchin Wealth Management Experience OwnerTilchin FinancialNovember 1994 - April 2007
Job Managing Partner at Jaffe Tilchin Wealth Management
Industry Financial Services
Experience
Jaffe Tilchin Wealth Management OwnerTilchin FinancialNovember 1994 - April 2007
Education
Florida State University 1981 — 1985
BS, Business
Florida State University - College of Business 1981 — 1985
Jaffe Tilchin Wealth Management OwnerTilchin FinancialNovember 1994 - April 2007
Education
Florida State University 1981 — 1985
BS, Business
Florida State University - College of Business 1981 — 1985
Gino L'Altrella's Jaffe Tilchin Wealth Management Experience March 2012 - June 2013
Job Financial Analyst II at Sykes
Industry Outsourcing/Offshoring
Experience
Sykes August 2014 - Present
Allstate March 2014 - July 2014
Allstate June 2013 - February 2014
Jaffe Tilchin Wealth Management March 2012 - June 2013
Harvard Jolly March 2010 - March 2012
WSP Flack + Kurtz October 2007 - February 2010
Sony Music Entertainment January 2006 - April 2007
Skills
Marketing, Marketing Communications, Marketing Strategy, Quantitative Research, Statistics, Investments, Financial Analysis, Presentations, CRM, Decision Modeling, Management, Finance, Social Media Marketing, Analysis, Business Development, Public Relations
Education
University of Tampa 2011 — 2013
Master of Business Administration & Master of Science in Finance
Fordham University 2003 — 2007
Bachelor of Arts, Music, Business Administration
Shelton High
Sykes August 2014 - Present
Allstate March 2014 - July 2014
Allstate June 2013 - February 2014
Jaffe Tilchin Wealth Management March 2012 - June 2013
Harvard Jolly March 2010 - March 2012
WSP Flack + Kurtz October 2007 - February 2010
Sony Music Entertainment January 2006 - April 2007
Skills
Marketing, Marketing Communications, Marketing Strategy, Quantitative Research, Statistics, Investments, Financial Analysis, Presentations, CRM, Decision Modeling, Management, Finance, Social Media Marketing, Analysis, Business Development, Public Relations
Education
University of Tampa 2011 — 2013
Master of Business Administration & Master of Science in Finance
Fordham University 2003 — 2007
Bachelor of Arts, Music, Business Administration
Shelton High
Don Rhomberg's Jaffe Tilchin Wealth Management Experience 2000 - Present
Job Senior Business Insurance Consultant at Jaffe Tilchin Wealth Management
Industry Insurance
Experience
Jaffe Tilchin Wealth Management 2000 - Present
Skills
Insurance, Life Insurance, Commercial Insurance, Investments, Retirement Planning, Wealth Management, Strategic Financial..., Portfolio Management, Risk Management, Financial Analysis, Property & Casualty..., Underwriting, Liability, Health Insurance, Employee Benefits, Microsoft Excel, Customer Service, General Insurance, Microsoft Office, Sales Process
Education
Golden West College 1983 — 1984
Jaffe Tilchin Wealth Management 2000 - Present
Skills
Insurance, Life Insurance, Commercial Insurance, Investments, Retirement Planning, Wealth Management, Strategic Financial..., Portfolio Management, Risk Management, Financial Analysis, Property & Casualty..., Underwriting, Liability, Health Insurance, Employee Benefits, Microsoft Excel, Customer Service, General Insurance, Microsoft Office, Sales Process
Education
Golden West College 1983 — 1984
Ana Catalina Garcia's Jaffe Tilchin Wealth Management Experience January 2009 - July 2009
Job ASC Internal Firm Services at PWC
Industry Management Consulting
Experience
PwC April 2015 - Present
Citi June 2014 - January 2015
Citi January 2013 - June 2014
BINFORT s.a.s January 2012 - June 2013
Kass, Shuler, Solomon, Spector, Foyle & Singer, P.A. December 2008 - July 2011
Jaffe Tilchin Wealth Management January 2009 - July 2009
University of South Florida May 2008 - August 2008
Université Paris Dauphine September 2007 - December 2007
Emmeti July 2007 - August 2007
New Tampa YMCA September 2006 - July 2007
Skills
Microsoft Office, PowerPoint, Spanish, Intercultural..., Microsoft Word, French, Customer Service, Event Planning, Teamwork, Strategy, Public Speaking, Business Analysis, Marketing, Social Networking, Sales, Management, CRM, Program Management, Market Research, Analysis, Leadership
Education
Institut d'Economie scientifique et de Gestion 2011 — 2012
MIB, Master in International Business
University of South Florida 2005 — 2010
Bachelor of Arts, International Business; Economics
University of South Florida 2005 — 2010
Bachelor of Arts, French
Jesus Maria
PwC April 2015 - Present
Citi June 2014 - January 2015
Citi January 2013 - June 2014
BINFORT s.a.s January 2012 - June 2013
Kass, Shuler, Solomon, Spector, Foyle & Singer, P.A. December 2008 - July 2011
Jaffe Tilchin Wealth Management January 2009 - July 2009
University of South Florida May 2008 - August 2008
Université Paris Dauphine September 2007 - December 2007
Emmeti July 2007 - August 2007
New Tampa YMCA September 2006 - July 2007
Skills
Microsoft Office, PowerPoint, Spanish, Intercultural..., Microsoft Word, French, Customer Service, Event Planning, Teamwork, Strategy, Public Speaking, Business Analysis, Marketing, Social Networking, Sales, Management, CRM, Program Management, Market Research, Analysis, Leadership
Education
Institut d'Economie scientifique et de Gestion 2011 — 2012
MIB, Master in International Business
University of South Florida 2005 — 2010
Bachelor of Arts, International Business; Economics
University of South Florida 2005 — 2010
Bachelor of Arts, French
Jesus Maria
Deborah Rosenthal's Jaffe Tilchin Wealth Management Experience 2008 - Present
Job JaffeTilchin Wealth Management
Industry Investment Management
Experience
Jaffe Tilchin Wealth Management 2008 - Present
MSR Investments - Retail Shopping Centers January 1989 - Present
Cushman & Wakefield 1985 - 1989
Merrill Lynch Commercial Real Estate 1983 - 1985
Skills
Investments, Asset Allocation, Wealth Management, Retirement Planning, Mutual Funds, Commercial Real Estate, Series 65, Residential Real Estate, Real Estate Investment, Organizational..., Organizational..., Fundraising
Education
University of South Florida 1970 — 1974
BA, Dance
Nova High School 1964 — 1970
Jaffe Tilchin Wealth Management 2008 - Present
MSR Investments - Retail Shopping Centers January 1989 - Present
Cushman & Wakefield 1985 - 1989
Merrill Lynch Commercial Real Estate 1983 - 1985
Skills
Investments, Asset Allocation, Wealth Management, Retirement Planning, Mutual Funds, Commercial Real Estate, Series 65, Residential Real Estate, Real Estate Investment, Organizational..., Organizational..., Fundraising
Education
University of South Florida 1970 — 1974
BA, Dance
Nova High School 1964 — 1970