Madison Wealth Management
Address: 3 Bethesda Metro Center, Bethesda, MD 20814 Phone: (301) 657-7637: : Hours: Place name: : : : Website: : Category: Website: http://www.madisonadvisors.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. · Own this business?Add missing informationAdd business hours 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 Madison Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review
Madison Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Madison Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Madison Wealth Management Employees
Madison Wealth Management September 2012 - Present
Madison Wealth Management September 2012 - Present
Bank of America January 1994 - April 1998
Skills
Marketing Communications, Social Media Marketing, Marketing Strategy
Education
George Mason University
Bachelor of Arts (B.A.), Summa Cum Laude, History
University of Cincinnati
Art History / Historic Preservation
Madison Wealth Management September 2004 - Present
The Provident Bank June 1994 - June 2004
Creditanstalt-Bankverein November 1988 - June 1994
Irving Trust Company October 1986 - November 1988
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1986
M.A., International Economics, International Relations
University of Nebraska-Lincoln 1979 — 1983
B.A., Economics
Lincoln High School 1976 — 1979
Madison Wealth Management September 2009 - Present
RiverPoint Capital Management, Inc. (formerly O'Sullivan, Sims & Hogan, Inc.) August 2002 - September 2009
O'Sullivan, Sims & Hogan, Inc. March 1999 - August 2002
Skills
Wealth Management, Retirement Planning, Estate Planning, Investment Strategies, Investment Management, Financial Advisory, Finance, Small Business, Wealth, Strategic Planning, Securities, Investment Advisory, Multi-generational..., Portfolio Management, Asset Allocation, Alternative Investments, Tax, Asset Managment, Mutual Funds, Asset Management, Financial Planning, Family Office
Education
Thomas Jefferson School of Law, San Diego 2012 — 2012
Chartered Wealth Manager
Xavier University - Williams College of Business 1981 — 1983
MBA, Finance
Georgetown University 1971 — 1975
BA, Economics, History
St. Xavier High School 1967 — 1971
Madison Wealth Management August 2015 - Present
Rhonda Macdonald, Esq. October 2013 - August 2015
Intersections Inc. October 2008 - November 2012
Three Lockharts Communications February 2008 - September 2008
Skills
Project Management, Client Relations, Vendor Management, Account Management, Collaborative Problem..., Customer Service, Product Marketing, Training, Data Analysis, Competitive Analysis, Marketing, Management, Microsoft Office, Event Planning, Social Media
Education
George Mason University 2003 — 2007
B.S. in Integrative Studies with a concentration in Health Sciences
AKS Massage School 2004 — 2005
Certificate in Massage Therapy
Northern Virginia Community College
Madison Wealth Management August 2004 - Present
TD Ameritrade August 1995 - July 2004
Education
Miami University 1991 — 1995
Bachelor, Finance
Ferrara Candy Company June 2014 - Present
Madison Wealth Management June 2013 - August 2013
Madison Wealth Management August 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Teamwork, Financial Analysis, Research, Time Management, Analysis, Access, English, Data Analysis
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, 3.56
University of Notre Dame 2010 — 2014
Bachelor of Arts (B.A.), History, 3.56
Madison Wealth Management November 2013 - Present
Skills
Strategic Planning, Public Speaking, Nonprofits, Entrepreneurship, Budgets, Coaching, Business Strategy, Leadership Development, Public Relations, Management Consulting
Education
University of Kentucky 1978 — 1982
Procter & Gamble June 2011 - August 2015
World Passport Taiwan June 2011 - September 2011
Procter & Gamble June 2010 - August 2010
IDC January 2010 - May 2010
Boston College September 2009 - January 2010
Total Quality Logistics May 2009 - August 2009
BREC Financial Company May 2008 - August 2008
Madison Wealth Management June 2006 - August 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Public Speaking, Outlook, Spanish, Research, Event Planning, Financial Analysis, Market Research, Data Analysis, Financial Modeling, Economics, Facebook, Microsoft Word, Social Networking, Adobe Lightroom 4, Marketing
Education
Massachusetts Institute of Technology 2015 — 2017
Master’s Degree, City Planning
Boston College 2007 — 2011
Bachelor's degree, Finance, Marketing, Hispanic Studies
Peking University 2009 — 2010
Finance, Mandarin Chinese
Procter & Gamble August 2009 - Present
Procter & Gamble August 2009 - Present
Madison Wealth Management May 2007 - August 2007
Skills
Leadership, Marketing, Social Media, Management, Microsoft Office, Data Analysis, Public Speaking, PowerPoint, Project Management, Event Planning
Education
University of Notre Dame 2005 — 2009
B.A., Finance & History
University of Notre Dame 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance and History