Net Worth Management, Inc.
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Net Worth Management, Inc. Employees
Employee
Years
Job
Industry
L. Ricardo Castro L. Ricardo Castro's Net Worth Management, Inc. Experience August 2013 - December 2013
Job Student at Drew University
Industry Banking
Experience
Enlace Int June 2014 - Present
Drew University September 2011 - May 2014
Net Worth Management, Inc. August 2013 - December 2013
EmpreSer Ensenada July 2013 - August 2013
Skills
Economics, Spanish, PowerPoint, Microsoft Excel, Finance, Sports, Emerging Markets, Business, Philosophy, Soccer, Small Business, Client Relations Skills, Corporate Finance, Investment Banking, Bloomberg Terminal, Interest Rate...
Education
Drew University 2011 — 2014
Bachelor of Arts (B.A.), Economics
Enlace Int June 2014 - Present
Drew University September 2011 - May 2014
Net Worth Management, Inc. August 2013 - December 2013
EmpreSer Ensenada July 2013 - August 2013
Skills
Economics, Spanish, PowerPoint, Microsoft Excel, Finance, Sports, Emerging Markets, Business, Philosophy, Soccer, Small Business, Client Relations Skills, Corporate Finance, Investment Banking, Bloomberg Terminal, Interest Rate...
Education
Drew University 2011 — 2014
Bachelor of Arts (B.A.), Economics
Frank Errico Frank Errico's Net Worth Management, Inc. Experience June 2014 - August 2014
Job Finance and Economics Intern at Scottrade
Industry Financial Services
Experience
Scottrade September 2014 - Present
Net Worth Management, Inc. June 2014 - August 2014
Student Culinary Council September 2012 - May 2014
American Pool Enterprises, Inc July 2009 - August 2013
Skills
PowerPoint, Microsoft Word, Teamwork, Public Speaking, Microsoft Excel, Leadership, Microsoft Office, Research, Social Media, Team Leadership, Time Management, Windows, Management, Marketing, Accounting, Social Networking, Data Analysis, Bloomberg Terminal, Finance, Sports
Education
Fordham University 2012 — 2016
Bachelor of Science (BS), Finance, Sophomore
Ridge High School 2008 — 2012
Scottrade September 2014 - Present
Net Worth Management, Inc. June 2014 - August 2014
Student Culinary Council September 2012 - May 2014
American Pool Enterprises, Inc July 2009 - August 2013
Skills
PowerPoint, Microsoft Word, Teamwork, Public Speaking, Microsoft Excel, Leadership, Microsoft Office, Research, Social Media, Team Leadership, Time Management, Windows, Management, Marketing, Accounting, Social Networking, Data Analysis, Bloomberg Terminal, Finance, Sports
Education
Fordham University 2012 — 2016
Bachelor of Science (BS), Finance, Sophomore
Ridge High School 2008 — 2012
Gregory Cooper Gregory Cooper's Net Worth Management, Inc. Experience January 2012 - Present
Job Sr. Vice President at Net Worth Management, Inc.
Industry Financial Services
Experience
Net Worth Management, Inc. January 2012 - Present
Ram Football Training Academy December 2009 - Present
Skills
Strategic Financial..., New Business Development, Insurance, Retirement Planning, Life Insurance, Health Insurance, Disability Insurance, Long Term Care Insurance, Retirement Savings, Saving for Education, Estate Planning, Investments, Mutual Funds, Business Planning, Wealth Accumulation..., Pensions, 401k Rollovers, 403 b, Asset Allocation, Inheritance Tax Planning, Coaching Staff, Cross-functional Team..., Investment Advisory, Account Management, Marketing, Finance, Leadership, Wealth Management, Asset Management, Financial Services, Retirement, Portfolio Management, Investment Strategies, Strategy, Team Building, Business Development, Coaching, Management, Sales, Sales Management, Strategic Planning, Marketing Strategy, Customer Service, Public Speaking, Social Media, Microsoft Office, Employee Benefits, Sales Process, Event Planning, Budgets
Education
Fordham University 1988 — 1992
Bachelor of Arts, Communications
Nazareth Regional High School 1984 — 1988
Diploma
St. Thomas Aquinas 1976 — 1984
Net Worth Management, Inc. January 2012 - Present
Ram Football Training Academy December 2009 - Present
Skills
Strategic Financial..., New Business Development, Insurance, Retirement Planning, Life Insurance, Health Insurance, Disability Insurance, Long Term Care Insurance, Retirement Savings, Saving for Education, Estate Planning, Investments, Mutual Funds, Business Planning, Wealth Accumulation..., Pensions, 401k Rollovers, 403 b, Asset Allocation, Inheritance Tax Planning, Coaching Staff, Cross-functional Team..., Investment Advisory, Account Management, Marketing, Finance, Leadership, Wealth Management, Asset Management, Financial Services, Retirement, Portfolio Management, Investment Strategies, Strategy, Team Building, Business Development, Coaching, Management, Sales, Sales Management, Strategic Planning, Marketing Strategy, Customer Service, Public Speaking, Social Media, Microsoft Office, Employee Benefits, Sales Process, Event Planning, Budgets
Education
Fordham University 1988 — 1992
Bachelor of Arts, Communications
Nazareth Regional High School 1984 — 1988
Diploma
St. Thomas Aquinas 1976 — 1984
Erik Kildal-Brandt Erik Kildal-Brandt's Net Worth Management, Inc. Experience 2015 - Present
Job Student at Susquehanna University
Industry Marketing and Advertising
Experience
Net Worth Management, Inc. 2015 - Present
St. Jacques Marketing May 2013 - August 2013
Education
Susquehanna University 2011 — 2015
Net Worth Management, Inc. 2015 - Present
St. Jacques Marketing May 2013 - August 2013
Education
Susquehanna University 2011 — 2015
Blake Rohde Blake Rohde's Net Worth Management, Inc. Experience January 2015 - Present
Job Student at Gettysburg College
Industry Financial Services
Experience
AXA US Summer InternSiebert Brandford Shank Co., LLC.June 2015 - Present
Net Worth Management, Inc. January 2015 - Present
Skills
Microsoft Excel
Education
Gettysburg College 2012 — 2016
Organizational Management and Finance
Gettysburg College 2012 — 2016
BS, Organizational Management Studies and Business
Montclair Kimberley Academy 2008 — 2012
GED
AXA US Summer InternSiebert Brandford Shank Co., LLC.June 2015 - Present
Net Worth Management, Inc. January 2015 - Present
Skills
Microsoft Excel
Education
Gettysburg College 2012 — 2016
Organizational Management and Finance
Gettysburg College 2012 — 2016
BS, Organizational Management Studies and Business
Montclair Kimberley Academy 2008 — 2012
GED
Douglas W. Todd, ChFC Douglas W. Todd, ChFC's Net Worth Management, Inc. Experience January 2000 - Present
Job Creator of the Net Worth Maximizer and the Sports Mgmt. Solution, Bd of Directors MCC, 30 years of client service
Industry Insurance
Experience
Net Worth Management, Inc. January 2000 - Present
Skills
New Business Development, Operations Management, Business Acquisition, Life Insurance Design..., Team Building, Group Health Insurance..., Long-Term Disability..., Leadership, Sales
Education
Montclair State University 1985 — 1988
BS, Profesional Studies
James Caldwell High School 1980 — 1984
The American College
Chartered Financial Consultant
Net Worth Management, Inc. January 2000 - Present
Skills
New Business Development, Operations Management, Business Acquisition, Life Insurance Design..., Team Building, Group Health Insurance..., Long-Term Disability..., Leadership, Sales
Education
Montclair State University 1985 — 1988
BS, Profesional Studies
James Caldwell High School 1980 — 1984
The American College
Chartered Financial Consultant
Gerard Shifrin Gerard Shifrin's Net Worth Management, Inc. Experience June 2012 - August 2012
Job Associate at Cushman & Wakefield
Industry
Experience
Cushman & Wakefield July 2013 - Present
Net Worth Management, Inc. June 2012 - August 2012
Legal Advance Funding May 2011 - May 2012
Education
Indiana University Bloomington 2009 — 2013
Economics, Economics, Small Business Management and Entrepreneurship
Livingston Senior High School 2006 — 2009
Cushman & Wakefield July 2013 - Present
Net Worth Management, Inc. June 2012 - August 2012
Legal Advance Funding May 2011 - May 2012
Education
Indiana University Bloomington 2009 — 2013
Economics, Economics, Small Business Management and Entrepreneurship
Livingston Senior High School 2006 — 2009
Jared A. Cook's Net Worth Management, Inc. Experience January 2013 - Present
Job Vice President
Industry Financial Services
Experience
Net Worth Management, Inc. January 2013 - Present
Varsity Club Sports Academy October 2009 - Present
No Body Denied Fitness 2010 - Present
The Montclair Kimberley Academy June 2009 - 2013
Independent November 2009 - December 2012
Merrill Lynch May 2008 - November 2009
Skills
Investments, Retirement Planning, Wealth Management, Financial Advisory, Finance, Managed Money, Mutual Funds, Entrepreneurship, Insurance, Public Speaking, Asset Allocation, Estate Planning, Series 7, Retirement, Series 63, Life & Health Insurance..., Financial Services, Management, Recruiting, Uniform Combined State..., 401k, Securities, Sports Management, Disability Insurance, Financial Coaching, Tax-planning, Tax-exempt, Money Management, Equities, Retirement Plan..., Retirement Benefits, Series 66, Small Business
Education
Gettysburg College 2004 — 2006
BS, Management
Northeastern University 2001 — 2003
Marketing, Entrepreneurship
The Montclair Kimberley Academy 1997 — 2001
Net Worth Management, Inc. January 2013 - Present
Varsity Club Sports Academy October 2009 - Present
No Body Denied Fitness 2010 - Present
The Montclair Kimberley Academy June 2009 - 2013
Independent November 2009 - December 2012
Merrill Lynch May 2008 - November 2009
Skills
Investments, Retirement Planning, Wealth Management, Financial Advisory, Finance, Managed Money, Mutual Funds, Entrepreneurship, Insurance, Public Speaking, Asset Allocation, Estate Planning, Series 7, Retirement, Series 63, Life & Health Insurance..., Financial Services, Management, Recruiting, Uniform Combined State..., 401k, Securities, Sports Management, Disability Insurance, Financial Coaching, Tax-planning, Tax-exempt, Money Management, Equities, Retirement Plan..., Retirement Benefits, Series 66, Small Business
Education
Gettysburg College 2004 — 2006
BS, Management
Northeastern University 2001 — 2003
Marketing, Entrepreneurship
The Montclair Kimberley Academy 1997 — 2001
Fred Driver's Net Worth Management, Inc. Experience March 2015 - Present
Job Net Worth Management Group, Inc.
Industry Investment Management
Experience
Net Worth Management, Inc. March 2015 - Present
Mount Freedom Management, LLC September 2009 - January 2015
Edgell Communications August 2006 - August 2009
KLJ Review (NBC News Archives) September 1993 - August 2003
Skills
Marketing Communications
Education
William Paterson University of New Jersey 1990 — 1993
BA, Communication
County College of Morris 1986 — 1989
AA, Communication
Net Worth Management, Inc. March 2015 - Present
Mount Freedom Management, LLC September 2009 - January 2015
Edgell Communications August 2006 - August 2009
KLJ Review (NBC News Archives) September 1993 - August 2003
Skills
Marketing Communications
Education
William Paterson University of New Jersey 1990 — 1993
BA, Communication
County College of Morris 1986 — 1989
AA, Communication
Diego Chumaceiro's Net Worth Management, Inc. Experience May 2015 - Present
Job Director of Hispanic Markets at Net Worth Management, Inc.
Industry Banking
Experience
Net Worth Management, Inc. May 2015 - Present
AXA Advisors October 2012 - Present
Delitely November 2011 - October 2012
Bank of America May 2003 - March 2012
Bank of America May 2003 - December 2005
Plan Bolivar 2000 January 1999 - November 2002
KOE January 1998 - January 1999
Skills
Credit, Consumer Lending, Loans, Retail Banking, Banking, Spanish, Commercial Banking
Education
Centenary College 2007 — 2009
Bachelor in Arts, Business Administration; Accounting, Economics, Operations Management
Universidad Rafael Belloso Chacín 1999 — 2002
Associate in Arts, Human Resources Management; Industrial Psychology; Organizational Behavior
Net Worth Management, Inc. May 2015 - Present
AXA Advisors October 2012 - Present
Delitely November 2011 - October 2012
Bank of America May 2003 - March 2012
Bank of America May 2003 - December 2005
Plan Bolivar 2000 January 1999 - November 2002
KOE January 1998 - January 1999
Skills
Credit, Consumer Lending, Loans, Retail Banking, Banking, Spanish, Commercial Banking
Education
Centenary College 2007 — 2009
Bachelor in Arts, Business Administration; Accounting, Economics, Operations Management
Universidad Rafael Belloso Chacín 1999 — 2002
Associate in Arts, Human Resources Management; Industrial Psychology; Organizational Behavior