Opus Advisory Group

Description

Address: 2500 Westchester Ave # 401, Purchase, NY 10577 Phone: (914) 825-1000Website: : : : Category: Hours: : : : Place name: Website: http://www.opusadvisory.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 Opus Advisory Group Posting publicly on the Web Write a review Reviews Be the first to review

Opus Advisory Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Opus Advisory Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Opus Advisory Group Salaries. You can even request information on how much does Opus Advisory Group pay if you want to. Learn about salaries, pros and cons of working for Opus Advisory Group directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

11 Opus Advisory Group employees in database. Find out everything there's to know about Opus Advisory Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Opus Advisory Group Employees

Employee
Years
Job
Industry
James Giangrande, CFP® James Giangrande, CFP® Greater New York City Area Details
James Giangrande, CFP®'s Opus Advisory Group Experience February 2006 - September 2010
Job Managing DirectorPartner Altium Wealth Management, LLC
Industry Financial Services
Experience
Altium Wealth Management, LLC  October 2010 - Present
Opus Advisory Group   February 2006 - September 2010
Strategies for Wealth  May 1992 - February 2006

Education
University of Maryland - Robert H. Smith School of Business   1986 — 1990

Stepinac High School

White Plains High School

Joseph Correia Joseph Correia White Plains, New York Details
Joseph Correia's Opus Advisory Group Experience June 2015 - Present
Job Intern at Opus Advisory Group
Industry Higher Education
Experience
Opus Advisory Group   June 2015 - Present
Slam Dunk Basketball Camp   June 2010 - July 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Visual Basic, PowerPoint, Leadership, Teamwork, Time Management, Event Planning

Education
Rensselaer Polytechnic Institute   2015 — 2017
Master of Science (M.S.), Quantitative Finance and Risk Analytics

Rensselaer Polytechnic Institute   2012 — 2016
Bachelor of Science (BS), Business Administration and Management, General

Jeffrey Greenspan Jeffrey Greenspan Greater New York City Area Details
Jeffrey Greenspan's Opus Advisory Group Experience 2006 - 2010
Job NYU MBA Student and Currently Brand Assistant at Prestige Brands, Inc.
Industry Consumer Goods
Experience
Prestige Brands, Inc.   January 2013 - Present
MJS Executive Search   July 2011 - December 2012
New England Consulting Group  August 2010 - July 2011
Opus Advisory Group   2006 - 2010

Skills
Management Consulting, Executive Search, Talent Mapping, Candidate Development, Resume Mining, Candidate Generation, Microsoft Office, Business Strategy, Word, Excel, Windows, Outlook, PowerPoint, Customer Relations, Candidate Assessment, Customer Service, Research, Lotus Notes, Mac, Spanish, Budgeting, Candidate Screening, Talent Acquisition, Search, Recruiting, Interviewing Skills, Microsoft Word, Microsoft Excel, Budgets, Screening Resumes, Data Analysis, Marketing Management, Project Management, Interviews, Resume, Management, Leadership, Consulting, Talent Management, Training, Market Research, Coaching, Staff Development, Marketing, Strategy, Leadership Development, Competitive Analysis, Brand Management, Consumer Products, Marketing Strategy

Education
New York University - Leonard N. Stern School of Business   2014 — 2017
Master of Business Administration (MBA), Marketing

The University of Connecticut   2006 — 2010
Bachelors of Science, Finance: Real Estate and Urban Economics, 3.8

Greg Slater, CFA, CFP ® Greg Slater, CFA, CFP ® Greater New York City Area Details
Greg Slater, CFA, CFP ®'s Opus Advisory Group Experience 2010 - January 2014
Job Portfolio Manager at Altium Wealth Management, LLC
Industry Investment Management
Experience
Altium Wealth Management, LLC  February 2014 - Present
Opus Advisory Group   2010 - January 2014
Collins Stewart  October 2008 - April 2010
Rodman and Renshaw  2007 - 2008
Rochdale Investment Management  2004 - 2006
Prudential Securities  2000 - 2004

Skills
Wealth Management, Portfolio Management, Risk Management, Hedge Funds, Estate Planning, Retirement

Education
Fairfield University   1996 — 2000
BS, Finance, Accounting, Economics

Archbishop Stepinac HS   1993 — 1996

Michael Millman Michael Millman Miami, Florida Details
Michael Millman's Opus Advisory Group Experience January 2010 - January 2013
Job Associate to the Partners at Opus Private Client Group
Industry Financial Services
Experience
AllCertifications.com, Inc.   October 2015 - Present
Seaside Johnnies   May 2013 - Present
Opus Private Client Group   January 2011 - Present
Jet Elevation   May 2014 - June 2015
Opus Advisory Group   January 2010 - January 2013
National Health Administrators  May 2010 - August 2012

Skills
Marketing, Direct Sales, Digital Media, Public Speaking, Microsoft Excel, PowerPoint, Financial Planning, Real Estate, Fitness, Social Media, Entrepreneurship, Private Investment

Education
University of Miami - School of Business   2013 — 2016
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies

University of Miami - School of Business   2012 — 2016
Bachelor’s Degree, Entrepreneurship/Entrepreneurial Studies, Real Estate, Finance, Senior

Marina Meltz Marina Meltz Greenwich, Connecticut Details
Marina Meltz's Opus Advisory Group Experience May 2006 - August 2009
Job Coordinator, Tax & Estate Planning / Finance / Family Office at General Atlantic
Industry Venture Capital & Private Equity
Experience
General Atlantic  January 2013 - Present
General Atlantic  September 2010 - Present
Opus Advisory Group   May 2006 - August 2009
Optima Compass Group   August 2005 - May 2006
Manulife Financial  December 2002 - June 2005

Education
Iona College   1996 — 2000
BA, Psychology

Henrik Rubin Henrik Rubin New York, New York Details
Henrik Rubin's Opus Advisory Group Experience June 2013 - August 2013
Job Student at Loyola University Maryland
Industry Higher Education
Experience
Sony Music Entertainment  May 2015 - July 2015
MTC Limousine & Corporate Coach, Inc.   June 2014 - August 2014
Zolio Inc  June 2014 - August 2014
Opus Advisory Group   June 2013 - August 2013

Skills
Data Analysis, Marketing, Time Management, Fundraising, Editing

Education
Loyola University Maryland   2013 — 2017
B.B.A. Business Administration

Fox Lane High School   2009 — 2013

Andre K. Fowlkes Andre K. Fowlkes Greater Memphis Area Details
Andre K. Fowlkes's Opus Advisory Group Experience November 1998 - November 2002
Job President at Start Co.
Industry Information Technology and Services
Experience
Wolf River Angels   January 2012 - Present
Start Co.  December 2010 - Present
The Commercial Appeal  February 2011 - April 2013
INNPOWERMENT   June 2010 - July 2011
Fisher Investments  January 2003 - May 2007
Opus Advisory Group   November 1998 - November 2002

Skills
Wealth Management, Strategic Planning, Investments, Strategic Financial..., Entrepreneurship, Online Marketing, Public Relations, Start-ups, Public Speaking, Community Development, Finance, Small Business, Management Consulting, Business Development, Marketing, Social Networking, Advertising, Nonprofits, Leadership, Business Planning, Budgets, New Business Development, Financial Analysis, Social Media, Strategy, Team Building, Management, Angel Investing, Federal Government..., Accelerator, Social Innovation, Seed Capital, Local Government Finance, Technology Incubation, Philanthropy, Fundraising, Online Advertising, Social Media Marketing, Email Marketing, Strategic Partnerships, Strategic Communications, Market Research, Blogging, Sales, Media Relations, Press Releases, Event Management

Education
Iona College
Business Administration, Finance/History

Connie Tsamparlis Connie Tsamparlis Greater New York City Area Details
Connie Tsamparlis's Opus Advisory Group Experience March 2013 - March 2014
Job Client Services Manager at Diddel & Diddel Wealth Accumulation Strategies
Industry Financial Services
Experience
Diddel & Diddel Wealth Accumulation Strategies   June 2014 - Present
Opus Advisory Group   March 2013 - March 2014
Siller & Cohen Family Wealth Advisors   November 2006 - March 2013
Hitachi Capital America  March 2003 - June 2004

Skills
Investments, Microsoft Excel, Outlook, CRM, Strategic Planning, Microsoft Office, MS Office Suite 2010, CRM software, Excel, Salesforce.com, Constant Contact, Finance, Sales, Banking, Office 2010, Risk Management, Invoicing, Financial Services, Portfolio Management, Customer Service, Management

Education
The University of Connecticut
Bachelor of Arts (B.A.), Economics

Brennian Antell Brennian Antell Greater New York City Area Details
Brennian Antell's Opus Advisory Group Experience July 2009 - October 2010
Job VP of Portfolio Operations at Altium Wealth Management, LLC
Industry Financial Services
Experience
Altium Wealth Management, LLC  October 2010 - Present
Opus Advisory Group   July 2009 - October 2010
SEI  September 2006 - June 2009
SEI  October 2004 - September 2006

Skills
Wealth Management, Portfolio Management, Excel, Word, Customer Relations

Education
Drexel University   2000 — 2004
Bachelors, Finance

Northeastern University   1999 — 2000

Elizabeth Bracken Elizabeth Bracken Hartford, Connecticut Area Details
Elizabeth Bracken's Opus Advisory Group Experience September 2010 - September 2011
Job Underwriting Technical Lead at Aetna
Industry Insurance
Experience
Aetna  May 2015 - Present
Aetna  July 2014 - May 2015
Aetna  June 2013 - July 2014
Aetna  June 2012 - June 2013
Aetna  September 2011 - June 2012
Opus Advisory Group   September 2010 - September 2011
Cambium Group, LLC   September 2010 - September 2011
Kent School  June 2008 - June 2010

Education
Cazenovia College   2004 — 2008
BPS, Business Management