Lexington Wealth Management
Address: 12 Waltham St, Lexington, MA 02421 Hours: Open ⋅ Closes 5:30PM Monday8:30AM–5:30PMTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMFriday8:30AM–5:30PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (781) 860-7745: : Category: Place name: : : : : Website: Website: http://www.lexingtonwealth.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.
Lexington Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lexington Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Lexington Wealth Management Employees
1812 Park, LLC February 2014 - Present
Advizr April 2015 - Present
B+ Institutional Services, LLC June 2014 - Present
WBI June 2014 - Present
The Princeton Private Equity Fund October 2014 - Present
Waldron Wealth Management April 2014 - Present
AdvicePeriod January 2014 - Present
Lexington Wealth Management December 2014 - Present
Traust Sollus Wealth Management January 2014 - Present
Next Capital Management LLC April 2014 - Present
Skills
Wealth Management, Investment Advisory, Investments, Investment Management, Portfolio Management, High Net Worth..., TAMP, Private Equity, Financial Advisory, Alternative Investments, Hedge Funds, Wealth, Investment Strategies, Due Diligence, Equities, Wealth Management..., Financial Planners, Mergers & Acquisitions, Securities, Business Planning, Consulting, Executive Management
Education
State University of New York at Binghamton 1978 — 1981
Bac, BS Accounting
Georgetown University
Morgan Stanley September 2015 - Present
Bloomberg LP April 2014 - Present
JPMorgan Chase September 2013 - December 2013
Lexington Wealth Management December 2012 - August 2013
Skills
Financial Analysis, Wealth Management, Asset Allocation, Fixed Income, Bloomberg, Microsoft Excel, Data Analysis, Customer Service, Finance, Research
Education
Trinity University 2009 — 2013
Bachelor of Science (BS), Finance, General
Arlington High School
Lexington Wealth Management May 2012 - Present
Commonwealth Care Alliance April 2011 - September 2011
Skills
Investments, Finance, Financial Analysis, Portfolio Management, Microsoft Excel, Estate Planning, Public Speaking, Accounting, Investment Strategies, Wealth Management, Investment Advisory, Financial Advisory, Bloomberg, Strategic Planning, Strategic Financial..., Alternative Investments, Financial Planning, Project Planning, Entrepreneurship, Salesforce.com...
Education
Bentley University 2009 — 2013
Finance, Law
Westwood High School 2005 — 2009
Diploma
Homrich Berg September 2014 - Present
Callan Capital December 2013 - September 2014
Dowling & Yahnke, LLC October 2008 - November 2013
Lexington Wealth Management September 2005 - September 2008
Lexington Wealth Manangement October 2004 - September 2005
Education
University of Massachusetts Boston 2002 — 2005
B.A., Economics
State Street September 2015 - Present
Epsilon June 2015 - September 2015
Lexington Wealth Management May 2014 - May 2015
Kumon October 2012 - September 2013
Boston University Cognitive and Neural Systems Lab June 2012 - April 2013
Housing Families Inc. March 2010 - April 2013
LEAD Summer Program June 2010 - July 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Outlook
Education
Bentley University 2013 — 2016
Candidate for Bachelor of Science, Corporate Finance and Accounting
Boston University Academy 2009 — 2013
Lexington Wealth Management January 2012 - Present
Wells Fargo Family Wealth June 2010 - November 2011
Calibre Advisory Services, Inc. January 2005 - June 2010
Tanager Financial Services Inc. July 2001 - December 2004
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2002
Master of Science, Personal Financial Planning
University of Massachusetts Boston
Bachelor of Science, Human Performance & Fitness
Lexington Wealth Management 2010 - Present
State Street June 2008 - December 2010
Skills
Investments, Customer Service, Wealth Management, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Mutual Funds, Financial Analysis, Investment Advisory, Investment Management, Strategic Financial..., Investment Strategies, Series 7, Fixed Income, Securities, Wealth, Retirement Planning, Equities, Microsoft Office, Microsoft Excel, PowerPoint, Marketing, Microsoft Word, Financial Modeling, Public Speaking, Management, Finance, Financial Services, Strategic Planning, Analysis, Relationship Management, Financial Planning
Education
UMass Dartmouth 2004 — 2008
Bachelor's degree, Finance
Xaverian Brothers High School 2000 — 2004
High School Diploma
Citizens Bank April 2015 - Present
BNY Mellon January 2014 - April 2015
Bank of New York Mellon March 2010 - January 2014
Lexington Wealth Management May 2007 - March 2010
Worcester State College September 2007 - May 2008
Worcester State College September 2005 - May 2006
Yankee Candle Company September 2003 - August 2005
Skills
Conversational Spanish, Investments, Wealth Management, Microsoft Office, Research, Microsoft Excel, Customer Service, Teaching, Asset Allocation, Financial Services, Employee Training, Management, Mutual Funds, Portfolio Management
Education
Boston University 2010 — 2011
Graduate Certificate, Certified Financial Planning
Worcester State University 2005 — 2008
Bachelors in Science, Finance and Economics
Middlesex Community College 2002 — 2005
Associate's Degree, Liberal Studies
East Coast Asset Management May 2013 - Present
Boston Hill Advisors June 2012 - April 2013
East Coast Asset Management July 2011 - August 2011
Lexington Wealth Management June 2010 - August 2010
Education
Bryant University 2008 — 2012
Bachelor of Science in Business Administration, with concentrations in Financial Services and Economics
athenahealth August 2015 - Present
Morgan Stanley June 2015 - August 2015
Lexington Wealth Management May 2014 - August 2014
Kane Built Inc May 2012 - August 2013
Skills
Financial Analysis, Investments, Asset Management, Strategic Financial..., Microsoft Excel, Portfolio Management, Mutual Funds, Microsoft Office, Wealth Management, Tax, Research, Series 7, Customer Service, SAP, Retirement Planning, Estate Planning, Business Strategy, Entrepreneurship, Spreadsheets, QuickBooks, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2015 — 2016
Master of Business Administration (M.B.A.), Information Technology
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Lexington Wealth Management January 1997 - Present
Skills
Wealth Management, Investments, Investment Advisory, Wealth, Entrepreneur, Asset Allocation, Asset Management, Retirement Planning, Hedge Funds, Business Planning, Business Strategy, Strategic Planning, Mutual Funds, Financial Planning, Entrepreneurship, Strategic Financial..., Finance, Financial Advisory, Portfolio Management, Estate Planning, Alternative Investments
Education
University of Massachusetts Lowell 1988 — 1991
BS, Business Administration and Marketing
Northeastern University 2000 — 2001
Financial Planning Program
Sapers & Wallack, Inc. 2012 - Present
Lexington Wealth Management 2011 - 2012
Wachovia, A Wells Fargo Company 2004 - 2009
Tanager Financial Services, Inc. 1999 - 2004
Applegarth Advisory Group 1995 - 1999
Skills
Financial Planning, Tax Strategies, Wealth Management, Investments, Asset Management, Retirement Planning, Retirement, Portfolio Management, Asset Allocation, Investment Advisory, Investment Strategies, Wealth, Financial Advisory, Financial Analysis, High Net Worth..., Finance, Strategic Financial..., Estate Planning, Wealth Management..., Tax, Investment Management, Insurance, Mutual Funds, Fixed Income, Alternative Investments, Financial Services, 401k, Securities
Education
Smith College 1991 — 1995
B.A. in Russian Civilization, Russian, French
Innovo Solutions Inc. January 2015 - Present
McDonough School of Business Technology Center at Georgetown University September 2013 - Present
Georgetown University's McDonough School of Business May 2015 - July 2015
KPMG June 2015 - June 2015
PwC June 2015 - June 2015
EY May 2015 - May 2015
Booz Allen Hamilton October 2014 - May 2015
Lexington Wealth Management May 2014 - August 2014
The Compass Fellowship September 2013 - May 2014
Skills
Spanish, Office 2010, Non-profit Volunteer, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Research, Leadership, Customer Service, Event Planning, Data Analysis, Teamwork, Microsoft Office
Education
Georgetown University 2013 — 2017
Junior
Sharon High School 2009 — 2013
High School Diploma, 5.8 GPA (6.0 scale)
Lexington Wealth Management April 2010 - Present
Bentley University September 1985 - Present
Skills
Wealth Management, Investments, Alternative Investments, Strategic Financial..., Asset Managment, Investment Advisory, Tax, Investment Management, Asset Allocation, Investment Strategies, Financial Analysis, Retirement Planning, Portfolio Management, Wealth, Financial Planners, Series 7, Estate Planning, Mutual Funds, Asset Management
Education
Bentley College 1983 — 1985
Master's degree, Taxation, Honors
West Virginia University 1978 — 1980
Master of Business Administration (MBA), Honors
Penn State University 1973 — 1977
Bachelor of Science (BS), Accounting
B. Braun Medical UK May 2014 - Present
Sheffield Sharks September 2013 - Present
B. Braun Medical UK September 2013 - April 2014
Northwood University January 2013 - July 2013
Northwood University August 2011 - January 2013
Lexington Wealth Management July 2012 - August 2012
Northwood University F September 2009 - February 2012
Merrill Lynch July 2011 - August 2011
Philadelphia 76ers May 2010 - July 2010
Skills
Event Planning, Social Media Marketing, Marketing, Teamwork, Facebook, Marketing Strategy, Social Media, Management, Analysis, Data Analysis, Salesforce.com, Coaching, CRM, English, Social Networking, Time Management, Event Management, Lean Manufacturing, Public Speaking, Strategic Planning, Educational Leadership, Influence Others, Inspiring Leadership, Inspiring Teams
Education
Northwood University Florida
MBA
Northwood University Florida 2009 — 2012
BBA, International Business and Management 2012
NJIT 2008 — 2009
Business
Urspringschule 2003 — 2007
HS
Lexington Wealth Management 2001 - Present
Tucci & Roselli, CPA's 1991 - 2001
Skills
Investments, Wealth Management, Asset Allocation, Entrepreneurship, Wealth, Financial Advisory, Investment Advisory, Investment Strategies, Alternative Investments, Investment Management, Asset Management, Estate Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1997
MBA, Finance
Bentley College 1980 — 1984
Bachelor of Science (B.S.), Business
University of Pennsylvania - The Wharton School
CIMA
Putnam Investments September 2015 - Present
Lexington Wealth Management September 2013 - Present
Abercrombie & Fitch October 2011 - September 2013
Salem State University 2010 - 2011
Skills
Retail, Retail Marketing, Human Resources, Sales, Employee Training, Social Media Marketing, Marketing, Visual Merchandising, Merchandising, Recruiting, Hiring Employees, Customer Service, Writing, Management, Executive..., Hiring
Education
Salem State University
Bachelor of Science (BS), Communication, Concentration in Public Relations, Minor in Marketing, Overall GPA 3.5
Lexington Wealth Management September 2011 - Present
Independence Development Co August 2009 - December 2011
ONE.org March 2010 - August 2011
Ghana Trade and Livelihoods Coalition June 2010 - August 2010
Diaspora African Forum Mission June 2010 - August 2010
Cameron University May 2008 - May 2009
Cameron University May 2006 - May 2008
Skills
Non-profits, Corporate Finance, NGOs, Program Management, Research, Social Networking, Financial Modeling, Nonprofits, Portfolio Management, Marketing, Business Strategy, Finance, Entrepreneurship, Microsoft Office, Financial Analysis, Analysis, Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
Dual Masters, MBA/MSF
Cameron University 2004 — 2008
Bachelor, Business Administration; Finance and Economics
Cameron University 2004 — 2007
Masters, Business Administration; Finance
University of Delaware Equity Options Club April 2015 - Present
Exelon Trading Center April 2014 - Present
J.P. Morgan June 2015 - August 2015
Blue Hen Investment Club May 2014 - May 2015
Lexington Wealth Management May 2014 - August 2014
Seeking Alpha May 2014 - August 2014
Blue Hen Investment Club April 2014 - May 2014
Skills
Microsoft Excel, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking, Social Media, Time Management, Economics, PowerPoint, Photoshop, English, Java, Windows, SQL
Education
University of Delaware - Lerner College of Business and Economics 2013 — 2017
Bachelor of Science (BS), Economics/ Finance, 3.53/4.00
State Street June 2014 - Present
Reebok September 2013 - December 2013
Lexington Wealth Management May 2013 - August 2013
New York Life Insurance Company May 2012 - September 2012
Parent Involvement Program June 2011 - January 2012
Skills
Time Management, Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Social Media, Leadership, Microsoft Word, Salesforce.com, SAP, Customer Service, Close Attention to..., Quantitative Analytics, Morningstar, Bloomberg, Excel, Multi-currency Horizon
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Economics Finance
Braintree High School 2006 — 2010
3.8
RegentAtlantic June 2014 - Present
Lexington Wealth Management May 2013 - August 2013
TD November 2012 - March 2013
Ripco Real Estate Corp May 2012 - August 2012
Equity One, Inc May 2011 - August 2011
Equity One, Inc May 2010 - August 2010
Skills
Rebalancing, Bloomberg Software, Google Earth, Outlook, Schwab Institutional, Microsoft Excel, PowerPoint, Portfolio Management
Education
Bentley University 2013 — 2014
Master of Science (MS), Financial Planning and Services
Bentley University 2009 — 2013
Bachelor of Science (BS), Finance, General
Avon Old Farms
City of Lawrence, Massachusetts March 2015 - Present
City of Lawrence, Massachusetts January 2014 - March 2015
Respiratory Motion, Inc. June 2013 - January 2014
Service Learning Center, Bentley University January 2010 - May 2013
Yahoo! January 2012 - April 2012
Bentley University May 2011 - August 2011
Lexington Wealth Management May 2011 - August 2011
Bentley University March 2010 - May 2011
Skills
Microsoft Excel, Research, Microsoft Office, Team Building, PowerPoint, Program Management, Microsoft Word, SPSS, SAP, Outlook, Financial Analysis, Data Analysis, Public Speaking, Customer Service, CRM, Munis, Social Media
Education
Bentley University 2009 — 2013
Bachelor of Science, Management with Dual Major in Health Science, Minor in Spanish
Universitat Pompeu Fabra 2012 — 2012
Management and Spanish Language
University of Ghana, Accra 2010 — 2011
Public & Environment Health
Massachusetts Cities Leadership Institute
Leadership and Social Innovation, Class of 2015
Grimes & Company August 2015 - Present
Financial Foundations, Inc December 2013 - August 2015
Financial Foundations, Inc June 2013 - December 2013
Financial Foundations, Inc February 2013 - June 2013
Bentley University August 2011 - May 2013
Lexington Wealth Management May 2012 - September 2012
Eagle Bank March 2012 - March 2012
Wainwright Bank (since been acquired by Eastern Bank in 2011) June 2007 - January 2011
Liberty Mutual Group April 2010 - September 2010
Education
Wake Forest University
Graduate Certificate in Financial Planning
Bilkent University
Went abroad through Bentley University in January, 2012.
Bentley University 2011 — 2013
MBA, Economics and Financial Markets at McCallum Graduate School of Business
Assumption College
Bachelor of Arts (B.A.), Economics with Business Concentration
St. John's Prep
Argent Wealth Management August 2014 - Present
Lexington Wealth Management 2013 - 2014
Post University May 2011 - January 2013
Skills
Microsoft Office, Finance, Financial Analysis, PowerPoint, Teamwork, Customer Service, Leadership, Economics, Research, Team Leadership, Tax Preparation, Tax Returns, Microsoft Word, Microsoft Excel, Outlook, Access, Investments
Education
Bentley University 2010 — 2014
Bachelor's Degree, Economics and Finance, 3.61
Centerline Partners December 2012 - February 2013
BNY Mellon Hedge Fund Services June 2012 - December 2012
Tullet Prebon / OTC Valuations (Division Closed) June 2011 - January 2012
Citi Hedge Fund Services June 2010 - May 2011
Viteos Hedge Fund Services March 2008 - March 2009
Variman LLC September 2005 - January 2008
Global Investment Systems February 1998 - September 2005
Bankers Trust Company February 1996 - February 1998
Lexington Wealth Management December 1993 - February 1996
Education
Lehigh University 1989 — 1993
BA, Accounting
Lehigh University
Bachelor of Arts, Accounting
Lexington Wealth Management September 2014 - Present
Peak Financial Management September 2009 - September 2014
Peak Financial Management April 2005 - September 2009
Peak Financial Management April 1999 - April 2005
Peak Financial Management August 1996 - April 1999
Keystone Investments May 1995 - August 1996
Boston University January 1989 - May 1995
Skills
Investment Management, Personal Financial...
Education
University of Massachusetts Boston 1991 — 1994
Bachelor of Science (BS), Management, Summa Cum Laude
Newbury College
Pastry Arts Certificate