McKinley Carter Wealth Services

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McKinley Carter Wealth Services Employees

Employee
Years
Job
Industry
Laura Gauger, MBA Laura Gauger, MBA Greater Pittsburgh Area Details
Laura Gauger, MBA's McKinley Carter Wealth Services Experience January 2014 - June 2015
Job Sales Associate at Bank of America
Industry Financial Services
Experience
Bank of America Merrill lynch  June 2015 - Present
McKinley Carter Wealth Services   January 2014 - June 2015
BNY Mellon  August 2010 - January 2014
PNC  October 2009 - August 2010
PNC  2007 - 2010

Skills
Securities, Cash Management, Portfolio Management, Mutual Funds, Credit Analysis, Treasury Services, Asset Allocation, Strategic Financial..., Risk Management, Financial Modeling, Finance, Investment Strategies, Bloomberg, Valuation, Corporate Finance, Treasury Management, Banking, Commercial Lending, Retirement Planning, Capital Markets, Analysis, Mergers & Acquisitions, Payments, AML, Cross Selling, Lines Of Credit, Due Diligence, Accounting, Management, Sales, Investment Banking, ACH, Wire, Lockbox, Sweep Accounts, Branch Management, Teller Operations, Retail Banking, Commercial Banking, MBA, Series 65, Financial Services, Investments, Customer Service, Leadership, Loans, Financial Analysis, Financial Planning

Education
Point Park University
MBA

University of Pittsburgh
Economics

North Allegheny Highschool

Kathryn Constantakis Kathryn Constantakis Greater Pittsburgh Area Details
Kathryn Constantakis's McKinley Carter Wealth Services Experience September 2010 - August 2012
Job Portfolio Manager at Vescio Asset Management
Industry Investment Management
Experience
Vescio Asset Management   August 2012 - Present
McKinley Carter Wealth Services   September 2010 - August 2012
Garrison Institutional Asset Management   2002 - 2004
Mercantile Bank  1996 - 1999
Mercantile Bank  1995 - 1997
Federated Investors  1992 - 1994

Skills
Investment Strategies, Fixed Income, Investments, Portfolio Management, Investment Advisory, Alternative Investments, Asset Allocation, Asset Management, Wealth Management, Series 7, Series 63, Mutual Funds, Mergers & Acquisitions, Asset Managment, Management, Retirement Planning, Accounting, Equities, Investment Management, Strategic Financial...

Education
Duquesne University   1989 — 1992
BSBA, Accounting, Accounting

Deborah Moses Deborah Moses Greater Pittsburgh Area Details
Deborah Moses's McKinley Carter Wealth Services Experience February 2012 - Present
Job Investment Advisor
Industry Investment Management
Experience
McKinley Carter Wealth Services   February 2012 - Present
High Growth Stock Investor Software   January 2010 - February 2012
Fifth Third Bank of Ohio   December 2007 - December 2009
PowerLink  July 2001 - June 2007
Mellon (now BNY Mellon) Asset Management   June 1996 - August 2001
PNC Financial  June 1985 - June 1996

Skills
Fundraising, Investments, Non-profits, Strategy, Entrepreneurship, Public Speaking, Portfolio Management, Nonprofits, Leadership, Program Management, Wealth Management, Marketing Strategy, Strategic Planning, Strategic Financial..., Finance, Financial Services, Investment Advisory, Customer Service, Management, Customer Relations, Budgets, Community Outreach, Mutual Funds, Analysis, Alternative Investments, Business Development, Start-ups, Financial Advisory, Venture Capital, Investment Strategies

Education
Carnegie Mellon University
M.S., Public Policy Analysis

Penn State University
B.A., History

Kathleen McDermott Kathleen McDermott Wheeling, West Virginia Area Details
Kathleen McDermott's McKinley Carter Wealth Services Experience June 2013 - Present
Job Director of Nonprofit Advisory Services at McKinley Carter Wealth Services
Industry Financial Services
Experience
McKinley Carter Wealth Services   June 2013 - Present
Oglebay Institute  January 2007 - June 2013
Kathleen McDermott Consulting   January 2002 - December 2006
Oglebay Institute  July 1998 - December 2002
Oglebay Institute  July 1994 - June 1998

Skills
Fundraising, Grant Writing, Nonprofits, Volunteer Management, Community Outreach, Strategic Planning, Public Relations, Event Management, Event Planning, Program Development, Public Speaking, Philanthropy, Annual Giving, Marketing Communications

Education
Carnegie Mellon University   1992 — 1994
MA, Art Management

Dickinson College   1987 — 1991
BA, Art History

Nicole Brophy Grimm Nicole Brophy Grimm Washington D.C. Metro Area Details
Nicole Brophy Grimm's McKinley Carter Wealth Services Experience November 2011 - Present
Job Events Coordinator at McKinley Carter Wealth Services
Industry Events Services
Experience
McKinley Carter Wealth Services   November 2011 - Present
American Farmland Trust  February 2014 - July 2014
YPO-WPO  November 2003 - November 2011
Young Presidents' Organization  2003 - November 2011

Skills
Association Management, Special Events, Corporate Events, Leadership, Nonprofits, Marketing Strategy, Management, Entrepreneurship, Public Speaking, Microsoft Office, Salesforce.com, NetDocuments, Constant Contact, Event Management..., Event Management, Event Planning

Education
George Mason University
Bachelor of Arts (B.A.), Economics

PMPI CMP Boot Camp

PMPI CMP Boot Camp

Mike Winesburg Mike Winesburg Wheeling, West Virginia Area Details
Mike Winesburg's McKinley Carter Wealth Services Experience November 2008 - September 2011
Job Chief Financial Officer at WA Wilson & Sons, Inc
Industry Building Materials
Experience
WA Wilson & Sons, Inc   December 2011 - Present
Land & Mineral Management of Appalachia   September 2011 - December 2011
McKinley Carter Wealth Services   November 2008 - September 2011
National Institute of Financial Education  March 2008 - March 2010
J. Michael Mortgage Corporation   April 2001 - December 2008
Wells Fargo Home Mortgage  2000 - 2001

Education
Ohio University   1991 — 1995
Bachelor of Science

Brian Lipton Brian Lipton Washington D.C. Metro Area Details
Brian Lipton's McKinley Carter Wealth Services Experience January 2014 - Present
Job Regional Managing Director at McKinley Carter Wealth Services
Industry Investment Management
Experience
McKinley Carter Wealth Services   January 2014 - Present
YellowWood Financial Advisors, Inc.   September 1993 - March 2014
BDO Seidman, LLP  2001 - 2004
Bornstein, Redler & Lipton, CPAs   1981 - 2000
Arthur Andersen  July 1978 - September 1981

Education
Indiana University Bloomington   1974 — 1978
BS, Accounting

Dino Giovannone Dino Giovannone Wheeling, West Virginia Area Details
Dino Giovannone's McKinley Carter Wealth Services Experience March 2015 - Present
Job McKinleyCarter Wealth Services
Industry Financial Services
Experience
McKinley Carter Wealth Services   March 2015 - Present
Federated Investors  January 2000 - July 2013
First Investors  March 1983 - December 1999

Skills
Series 63, Series 7, Mutual Funds, 401k, Financial Services, Sales Presentations, Wholesale, Defined Contribution, Sales Management, Sales, Customer Service, Salesforce.com, Series 24, FINRA, Retirement, Securities, Relationship Management, Qualified Retirement..., Retirement Planning, Series 6, Asset Allocation, Uniform Combined State..., Series 65, Wealth Management, Variable Annuities, Alternative Investments, Investment Advisory, Separately Managed..., Asset Management, Investment Strategies, Investments, Financial Advisory, Fixed Annuities, Finance, ETFs, Investment Management, Retirement Plan..., ERISA, Strategic Financial..., Equities, Pensions, Portfolio Management, Hedge Funds, Life Insurance, Profit Sharing, Wealth Management..., Financial Planning

Education
Franciscan University of Steubenville   1975 — 1979
Bachelor of Science (BS), Accounting

Nicole Gabriel Nicole Gabriel Greater Pittsburgh Area Details
Nicole Gabriel's McKinley Carter Wealth Services Experience Portfolio Administrator/OperationsSnow Capital Management L.P.May 2004 - May 2015
Job Client Coordinator at McKinley Carter Wealth Services
Industry Financial Services
Experience
McKinley Carter Wealth Services   Portfolio Administrator/OperationsSnow Capital Management L.P.May 2004 - May 2015
BNY Mellon  May 2000 - May 2004

Skills
Financial Reporting, Account Reconciliation, Microsoft Excel, Asset Management, Outlook, PowerPoint, Investments, Accounting, Reconciliation, Excel, GIPS Compliance, Advent, Data Exchange, REX, Securities, Trading, Customer Service

Education
Robert Morris University   2001 — 2003
Master's in Business Administration

Indiana University of Pennsylvania   1996 — 2000
B.S., International Business Management (minor: Accounting)

A. Lawrence Crimmins Jr. CPA/PFS A. Lawrence Crimmins Jr. CPA/PFS Charleston, West Virginia Area Details
A. Lawrence Crimmins Jr. CPA/PFS's McKinley Carter Wealth Services Experience January 2008 - Present
Job Wealth Manager at McKinleyCarter Wealth Services
Industry Financial Services
Experience
McKinley-Carter Wealth Services  January 2008 - Present
Juice Plus+  2007 - Present
Edgewood Summit Inc.   2004 - Present
Charleston Civic Center   1988 - Present
Arthur B Hodges Center Inc   2001 - June 2011
Kanawha Investment & Trust Co.   June 2001 - November 2007
City Mortgage Services   June 1996 - May 2001
Eagle Bancorp Inc   June 1976 - June 1996

Skills
Investments, Wealth Management, Finance, Strategic Financial..., Leadership, Strategic Planning, Due Diligence, Income Tax, Portfolio Management, Financial Reporting, Profit Maximization, Entrepreneurship, Investment Strategies, Mergers & Acquisitions, Mortgage Lending, Asset Allocation, Asset Management, Executive Management, Financial Analysis, Risk Management, Small Business

Education
University of Charleston   1969 — 1970
BS, Accounting/Finance

Bowdoin College   1965 — 1967
Accounting and Finance

Petre Petkovski Petre Petkovski Wheeling, West Virginia Area Details
Petre Petkovski's McKinley Carter Wealth Services Experience August 2009 - Present
Job Project Manager at McKinley Carter Wealth Services
Industry Financial Services
Experience
McKinley Carter Wealth Services   August 2009 - Present
McKinley Carter Wealth Services   May 2009 - August 2009

Education
Bethany College   2007 — 2009
Undergrad, International Economics

Wheeling Jesuit University   2005 — 2007
Undergrad, International Business and Finance

Bethany College
Bachelor of Arts, International Economics

Wheeling Jesuit University
International Business and Finance

Deanna Tomasetti Deanna Tomasetti Washington D.C. Metro Area Details
Deanna Tomasetti's McKinley Carter Wealth Services Experience December 2014 - Present
Job Client Coordinator at McKinley Carter Wealth Services
Industry Financial Services
Experience
McKinley Carter Wealth Services   December 2014 - Present
McKinley Carter   December 2014 - Present
UBS Financial Services, Inc.   December 2011 - December 2014
THE BETHESDA GROUP   September 2010 - December 2011
LIBERTY TAX SERVICES  January 2007 - April 2011
Jones Lane Elementary School   July 2007 - June 2009
FREEDOM TAX ADVISORS   March 2007 - January 2008
Bare Associates International  January 2007 - December 2007
TIAA-CREF  June 1999 - June 2002
National Academy of Sciences  June 1996 - June 1999

Skills
Financial Services

Education
The George Washington University   1999 — 2002
Master of Business Administration, MBA

University of Massachusetts   1986 — 1990
Bachelor of Science, Psychology

Alyson Hurley Alyson Hurley Wheeling, West Virginia Area Details
Alyson Hurley's McKinley Carter Wealth Services Experience February 2015 - Present
Job Marketing and Communication Manager at McKinley Carter Wealth Services
Industry Public Relations and Communications
Experience
McKinley Carter Wealth Services   February 2015 - Present
Central Catholic High School  August 2014 - January 2015
St. Michael Parish School   June 2009 - August 2014
National Technology Transfer Center  February 2005 - 2007
Digital Designs  1998 - 2005
Brethren Mutual Insurance Company  1987 - 1997

Skills
Teaching, Marketing, Public Relations, Public Speaking, Nonprofits, Event Planning, Newsletters, Volunteer Management, Community Outreach, Philanthropy, Grant Writing, Media Relations, Program Development, Event Management, Fundraising, Leadership, Social Media

Education
Penn State University   1983 — 1987
BA, Journalism/PR