Partners Wealth Management

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Partners Wealth Management Employees

Employee
Years
Job
Industry
Leah (Curtis) Harold Leah (Curtis) Harold San Francisco Bay Area Details
Leah (Curtis) Harold's Partners Wealth Management Experience April 2005 - April 2010
Job Vice President, U.S. Marketing at Matthews Asia
Industry Financial Services
Experience
Matthews Asia  March 2014 - Present
Calamos Investments  April 2010 - February 2014
Partners Wealth Management   April 2005 - April 2010

Skills
Investment Management, Series 7, Wealth Management, Mutual Funds, Alternative Investments, Hedge Funds, Retirement Planning, PowerPoint, E-money, Morningstar, Google Analytics, HTML, Sitecore, Building Relationships, Team Building, Asset Managment, UCITS, Investment Compliance, Asset Allocation, Tactical Asset..., Development &..., Synchronism with Sales, Dreamweaver, Marketing Strategy, Marketing Communications, Digital Marketing, SEO, Email Marketing, SEM, Direct Marketing, Presentations, Due Diligence, Trade Shows, Webcasting, Webinar Development, Webinar Management, Conference Organization, Retirement, 401k, Leadership, Securities, Customer Segmentation..., Asset Management

Education
Saint Xavier University   2005 — 2007
MBA, Financial Planning

Frank Bonfiglio Frank Bonfiglio Naperville, Illinois Details
Frank Bonfiglio's Partners Wealth Management Experience January 2014 - Present
Job Chief Operating Officer at Partners Wealth Management
Industry Financial Services
Experience
Partners Wealth Management   January 2014 - Present
Canon Solutions America  August 2007 - January 2014

Skills
Finance, Securities, Risk Management, Wealth Management, Investments, Business Planning, Insurance, Investment Management, Management, Tax, Executive Management, Financial Services, Sales Operations, Wealth Management..., B2B, Process Improvement, Direct Sales, Sales, Portfolio Management, Solution Selling

Education
Roosevelt University
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance

Jim Beverley, CFP, CLU, ChFC Jim Beverley, CFP, CLU, ChFC Greater Chicago Area Details
Jim Beverley, CFP, CLU, ChFC's Partners Wealth Management Experience August 2007 - Present
Job Financial Advisor at Partners Wealth Management
Industry Financial Services
Experience
Partners Wealth Management   August 2007 - Present
Northwestern Mutual  June 1996 - July 2007
Four Winds Waldorf School  April 2004 - June 2007
Chicago Skyline Displays   1991 - 1996

Skills
Comprehensive Wealth..., Estate Planning, Portfolio Management, Life Insurance, Retirement Planning, Asset Allocation, Investment Management, Fixed Annuities, Series 7, Long-term Care, Disability Insurance, Personal Finance, Wealth Management..., Strategic Financial..., Wealth Management

Education
Benedictine University   1987 — 1990
MBA, Organizational Behavior

Northern Illinois University   1981 — 1985
Bachelor's degree, Family Social Services with emphasis in Family Social Services

Montini Catholic High School   1977 — 1981

Sacred Heart Grade School, Lombard   1968 — 1977

Adam Frey CFP® Adam Frey CFP® San Antonio, Texas Area Details
Adam Frey CFP®'s Partners Wealth Management Experience November 2009 - Present
Job Partner/CERTIFIED FINANCIAL PLANNER™ at Partners Wealth Management
Industry Investment Management
Experience
Partners Wealth Management   November 2009 - Present
Lone Star Retirement Services   January 2009 - December 2009
Intersecurities Inc.  October 2007 - December 2008
Alexandria Aces   June 2006 - August 2007

Skills
Retirement Planning, Wealth Management, Estate Planning, Retirement, 401k, Insurance, Life Insurance, Financial Advisory, Wealth, Wealth Management..., Securities, Investment Management

Education
Trinity University   2002 — 2006
B.S. in Business Administration, Finance and Accounting

Carl Burnham III Carl Burnham III Portland, Oregon Area Details
Carl Burnham III's Partners Wealth Management Experience September 2006 - September 2011
Job Managing Partner, Deschutes Wealth Management
Industry Financial Services
Experience
Oregon Wildlife   December 2014 - Present
Estate Planning Council of Portland, Inc.   March 2012 - Present
Deschutes Wealth Management   August 2011 - Present
Multnomah Athletic Club  February 2011 - February 2014
Partners Wealth Management   September 2006 - September 2011
The Todd Organization  January 1990 - September 2006
Management Compensation Group, NW   October 1987 - July 1990
Congressman Ben Blaz   December 1984 - July 1987

Skills
Wealth Management, Investments, Retirement Planning, 401k, Financial Advisory, Risk Management, Fixed Annuities, Strategic Financial..., Financial Services, Asset Allocation, Personal Finance, Insurance, Life Insurance, Asset Management, Alternative Investments, Series 63, Retirement, Wealth Management..., Estate Planning, Asset Managment, Mutual Funds, Investment Advisory, IRAs, Investment Strategies, Wealth, Long-term Care, Investment Management, Series 6, Long Term Care Insurance, Term Life Insurance, Defined Benefit, Portfolio Management, Securities, Executive Pay, Plannning, Employee Benefits, Finance, Disability Insurance, Series 7, Financial Planners, Pensions, Wealth Accumulation, Roth IRA, High Net Worth..., Executive Compensation, Personal Planning, Financial Planning

Education
The American College   1988 — 1991
CLU/ChFC, The American College

University of Oregon   1980 — 1984
BS, Finance

Ontario High School   1976 — 1980

Marty Pereira, CFP® Marty Pereira, CFP® Greater Chicago Area Details
Marty Pereira, CFP®'s Partners Wealth Management Experience December 2014 - Present
Job Financial Advisor and Director, Research & Analytics at Partners Wealth Management
Industry Financial Services
Experience
Partners Wealth Management   December 2014 - Present
Morgan Stanley  May 2011 - December 2014
Gaspee   January 2008 - April 2011
CSMG Companies   November 1985 - December 2007
Ernst & Young  August 1981 - November 1985

Education
University of Rhode Island - College of Business Administration   1978 — 1981
Master of Science, Accounting

University of Rhode Island   1973 — 1977
Bachelor of Science Degree, Health and Physical Education

Pilgrim High School   1969 — 1973
High School Diploma

Dennis Nolte, CFP ®, AIF ® Dennis Nolte, CFP ®, AIF ® Winter Park, Florida Details
Dennis Nolte, CFP ®, AIF ®'s Partners Wealth Management Experience October 2001 - September 2010
Job Senior Vice President Capital Guardian, LLC
Industry Financial Services
Experience
Capital Guardian, LLC  September 2010 - Present
Orlando Science Center  July 2014 - Present
Financial Planning Association of Central Florida   January 2015 - Present
Lighthouse Works!   January 2014 - February 2015
Partners Wealth Management   October 2001 - September 2010
Rosenthal Collins Securities   November 2000 - October 2001
National Planning Corportation   2000 - 2000
Walnut Street Securities  1998 - 1999
WALNUT STREET SECURITIES  1996 - 1998

Education
Leadership Winter Park   2011 — 2012

Loyola University Chicago   1984 — 1985
M. Ed., Counseling

Purdue University   1975 — 1980
BA, Psychology

John Freiburger John Freiburger Greater Chicago Area Details
John Freiburger's Partners Wealth Management Experience March 1991 - Present
Job Wealth Manager and Author of Strictly Business, Planning Strategies for Privately Owned Companies
Industry Financial Services
Experience
Ageology   2011 - Present
First Community Financial Bank  2008 - Present
National Financial Partners  January 2001 - Present
Saint Joseph's College of Indiana  1998 - Present
Partners Financial   1995 - Present
Partners Wealth Management   March 1991 - Present
Northwestern Mutual Life  1991 - 2001
Spiegel, Inc.   February 1988 - April 1991
The Signature Group  June 1987 - February 1988

Skills
Wealth Management, Asset Protection, Investment Management, Insurance, Business Planning, Risk Management, Securities, Tax, Expert Witness, Divorce Mediation, Public Speaking, Strategic Financial..., Investment Advisory, Finance, Estate Planning, Financial Advisory, Life Insurance, 401k, Alternative Investments, Financial Planners, Retirement Planning, Fixed Annuities, Strategy, Wealth, Financial Services, Wealth Management..., Retirement, Banking, Investments, Series 7, Mutual Funds, Asset Allocation, Disability Insurance, Long-term Care, Asset Managment, Series 63, IRAs, Investment Strategies, Employee Benefits, Portfolio Management, Series 6, High Net Worth..., Pensions, Term Life Insurance, FINRA, Executive Pay, Wealth Accumulation, Uniform Combined State..., Estate Tax Planning, Trust Services

Education
The American College   1998 — 2000
Masters of Science, Financial Services

DePaul University   1989 — 1991
Masters in Business Administration, Marketing

St. Joseph's College (IN)   1983 — 1987
Bachelor, Management/Marketing Information Systems

Bishop Dwenger High School   1979 — 1983

Samantha Spitz, CPA Samantha Spitz, CPA Greater Chicago Area Details
Samantha Spitz, CPA's Partners Wealth Management Experience June 2009 - August 2009
Job Associate at Riveron Consulting
Industry Accounting
Experience
Riveron Consulting  July 2015 - Present
Riveron Consulting  December 2014 - July 2015
KPMG US  September 2012 - November 2014
Mary Kay Independent Business Owner  December 2010 - December 2013
Becker Professional Review  April 2011 - May 2012
University of Illinois at Urbana-Champaign  March 2011 - May 2012
KPMG  June 2011 - August 2011
BDO USA, LLP  June 2010 - August 2010
Partners Wealth Management   June 2009 - August 2009

Skills
Microsoft Excel, Microsoft Word, Accounting, PowerPoint, Training, Microsoft Office, Research, Financial Analysis, Financial Reporting, Data Analysis, Financial Accounting, Social Media, Public Speaking, Time Management, Customer Service, Analysis

Education
University of Illinois at Urbana-Champaign   2011 — 2012
Master of Accounting Science, Accounting, Finance

University of Illinois at Urbana-Champaign - College of Business   2007 — 2011
Bachelor's Degree, Accounting, Technology and Management, 3.98/4.00

Batavia High School

Carrie Plos Carrie Plos Greater Chicago Area Details
Carrie Plos's Partners Wealth Management Experience November 2006 - June 2010
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  June 2010 - February 2012
Partners Wealth Management   November 2006 - June 2010
Creative Automation  1998 - 2006

Education
Northern Illinois University   1992 — 1994
Bachelor of Science, Business Management

James Bey, CLU, ChFC James Bey, CLU, ChFC Greater Chicago Area Details
James Bey, CLU, ChFC's Partners Wealth Management Experience September 2003 - Present
Job Financial Advisor at Partners Wealth Managment
Industry Financial Services
Experience
Partners Wealth Management   September 2003 - Present
The Leukemia & Lymphoma Society  January 1999 - June 2003
Northwestern Mutual Life  1988 - 2003

Skills
Wealth Management, Asset Allocation, Portfolio Management, Investments, Investment Management, Insurance, Securities, Risk Management, Wealth, Wealth Management...

Education
Iowa State University - College of Business   1983 — 1987
Marketing

Barrington High School   1979 — 1983

The American College
CLU, Chartered Life Underwriter

The American College
ChFC, Chartered Financial Consultant

Chandra Olsen Chandra Olsen West Chicago, Illinois Details
Chandra Olsen's Partners Wealth Management Experience March 2008 - September 2008
Job Customer Relations Manager at Chips Manufacturing, Inc.
Industry Mechanical or Industrial Engineering
Experience
Chips Manufacturing, Inc.   September 2008 - Present
Partners Wealth Management   March 2008 - September 2008
Ameriprise Financial Services, Inc.   January 2006 - February 2008

Skills
Management, Microsoft Office, Leadership, Outlook, Team Building, Operations Management, Social Media, Purchasing, Marketing, Process Improvement, Customer Service

Education
Illinois State University   1995 — 1998
Bachelor's Degree, Education