Planning Solutions Group LLC
Industry: Company
DescriptionParent organization: TRIAD ADVISORS, INC. Subsidiary: Planning Solutions Group, Llc, Asset Management Arm
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Planning Solutions Group LLC Employees
Employee
Years
Job
Industry
Anupama Badami Anupama Badami's Planning Solutions Group LLC Experience September 2012 - December 2012
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
University of Maryland September 2013 - May 2014
University of Maryland, College Park June 2013 - May 2014
PANDORA A/S January 2013 - September 2013
Planning Solutions Group LLC September 2012 - December 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Teamwork, Access, Customer Service, Research, Public Speaking, Social Media, Social Networking
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (BS), Accounting, Marketing
KPMG US July 2014 - Present
University of Maryland September 2013 - May 2014
University of Maryland, College Park June 2013 - May 2014
PANDORA A/S January 2013 - September 2013
Planning Solutions Group LLC September 2012 - December 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Teamwork, Access, Customer Service, Research, Public Speaking, Social Media, Social Networking
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (BS), Accounting, Marketing
Shieva Rajaee's Planning Solutions Group LLC Experience April 2011 - August 2013
Job Investment & Compliance Manager at Armstrong Dixon
Industry Financial Services
Experience
Armstrong Dixon August 2013 - Present
Planning Solutions Group LLC April 2011 - August 2013
RSD Financial October 2010 - April 2011
Education
Towson University
B.S., Business Administration, Concentration in Finance
Armstrong Dixon August 2013 - Present
Planning Solutions Group LLC April 2011 - August 2013
RSD Financial October 2010 - April 2011
Education
Towson University
B.S., Business Administration, Concentration in Finance
Ryan Staley Ryan Staley's Planning Solutions Group LLC Experience February 2014 - May 2014
Job Associate Loan Officer at NVR, Inc.
Industry Financial Services
Experience
NVR, Inc. June 2015 - Present
NVR, Inc. June 2014 - August 2014
Planning Solutions Group LLC February 2014 - May 2014
McDaniel College June 2012 - July 2013
Education
McDaniel College 2011 — 2015
Political Science and International Studies
Linganore High School 2007 — 2011
NVR, Inc. June 2015 - Present
NVR, Inc. June 2014 - August 2014
Planning Solutions Group LLC February 2014 - May 2014
McDaniel College June 2012 - July 2013
Education
McDaniel College 2011 — 2015
Political Science and International Studies
Linganore High School 2007 — 2011
Malinda Vance Malinda Vance's Planning Solutions Group LLC Experience May 2014 - Present
Job Client Relationship Manager Intern at Planning Solutions Group LLC
Industry Financial Services
Experience
Planning Solutions Group LLC May 2014 - Present
Cinghiale May 2013 - February 2014
Palomino April 2012 - March 2013
Skills
Teamwork, Finance, Financial Modeling, Financial Analysis, Microsoft Office, Analytics
Education
Towson University 2012 — 2014
Harford Community College 2006 — 2008
Associate of Arts (AA), Mathematics
Planning Solutions Group LLC May 2014 - Present
Cinghiale May 2013 - February 2014
Palomino April 2012 - March 2013
Skills
Teamwork, Finance, Financial Modeling, Financial Analysis, Microsoft Office, Analytics
Education
Towson University 2012 — 2014
Harford Community College 2006 — 2008
Associate of Arts (AA), Mathematics
Richard Osikowicz Richard Osikowicz's Planning Solutions Group LLC Experience March 2011 - June 2013
Job
Industry Financial Services
Experience
PNC July 2013 - Present
Planning Solutions Group LLC March 2011 - June 2013
Brown Advisory August 2008 - August 2009
T. Rowe Price October 2005 - April 2008
T. Rowe Price October 2003 - October 2005
T. Rowe Price June 1999 - October 2003
Skills
401k, Investments, Relationship Management, Mutual Funds, Management, Marketing, Strategy, Strategic Planning, Leadership, Retirement Planning
Education
Towson University 1990 — 1994
BS, Economics/Political Science
PNC July 2013 - Present
Planning Solutions Group LLC March 2011 - June 2013
Brown Advisory August 2008 - August 2009
T. Rowe Price October 2005 - April 2008
T. Rowe Price October 2003 - October 2005
T. Rowe Price June 1999 - October 2003
Skills
401k, Investments, Relationship Management, Mutual Funds, Management, Marketing, Strategy, Strategic Planning, Leadership, Retirement Planning
Education
Towson University 1990 — 1994
BS, Economics/Political Science
Jon Giordani, CFA's Planning Solutions Group LLC Experience December 2005 - Present
Job Chief Investment Officer at Planning Solutions Group
Industry Financial Services
Experience
Planning Solutions Group LLC December 2005 - Present
Education
The Johns Hopkins University 1992 — 1996
BA, Economics
Planning Solutions Group LLC December 2005 - Present
Education
The Johns Hopkins University 1992 — 1996
BA, Economics
Chris Dionot's Planning Solutions Group LLC Experience April 2008 - August 2009
Job Family Wealth Advisor
Industry Financial Services
Experience
Planning Solutions Group August 2009 - Present
Planning Solutions Group LLC April 2008 - August 2009
Silverman, Thompson, Slutkin & White June 2006 - April 2008
Rainess Player Management September 2005 - April 2008
Skills
Estate Planning, Retirement Planning, Wealth, Succession Planning, Small Business, Wealth Management, Investment Advisory, Corporate Law
Education
University of Baltimore School of Law 2004 — 2007
JD, Law
Boston College 1997 — 2001
BA, Political Science & Philosophy
Georgetown Prep 1993 — 1997
High School Diploma
Planning Solutions Group August 2009 - Present
Planning Solutions Group LLC April 2008 - August 2009
Silverman, Thompson, Slutkin & White June 2006 - April 2008
Rainess Player Management September 2005 - April 2008
Skills
Estate Planning, Retirement Planning, Wealth, Succession Planning, Small Business, Wealth Management, Investment Advisory, Corporate Law
Education
University of Baltimore School of Law 2004 — 2007
JD, Law
Boston College 1997 — 2001
BA, Political Science & Philosophy
Georgetown Prep 1993 — 1997
High School Diploma
Patricia Kazumba Patricia Kazumba's Planning Solutions Group LLC Experience June 2013 - April 2014
Job Vice President & Wealth Advisor at Legacy Financial
Industry Financial Services
Experience
Legacy Financial May 2014 - Present
Planning Solutions Group LLC June 2013 - April 2014
Planning Solutions Group LLC December 2008 - May 2013
Sagemark Consulting June 2001 - December 2008
Skills
Uniform Combined State..., Investments, Series 7, Securities, Bonds, Equity Trading, Financial Advisory, Fixed Income, Mutual Funds, Series 66, Federal Reserve Bank of..., Wealth Management, Financial Planning
Education
The Catholic University of America 1996 — 2001
Bachelor of Science, International Economics and Finance
Institut Le Rosey 1994 — 1996
High School, Bac S
Legacy Financial May 2014 - Present
Planning Solutions Group LLC June 2013 - April 2014
Planning Solutions Group LLC December 2008 - May 2013
Sagemark Consulting June 2001 - December 2008
Skills
Uniform Combined State..., Investments, Series 7, Securities, Bonds, Equity Trading, Financial Advisory, Fixed Income, Mutual Funds, Series 66, Federal Reserve Bank of..., Wealth Management, Financial Planning
Education
The Catholic University of America 1996 — 2001
Bachelor of Science, International Economics and Finance
Institut Le Rosey 1994 — 1996
High School, Bac S
Daniel Zhao's Planning Solutions Group LLC Experience May 2013 - August 2013
Job Data Scientist at Wayfair
Industry Internet
Experience
Wayfair July 2014 - Present
Harvard University May 2012 - June 2014
Planning Solutions Group LLC May 2013 - August 2013
Skills
Python, A/B Testing, PostgreSQL, T-SQL, Mathematical Modeling, Stata, LaTeX, Policy Analysis, Teaching, Public Speaking, Research, International Relations
Education
Harvard University 2010 — 2014
Bachelor of Arts (B.A.), Applied Mathematics
Glenelg High School 2006 — 2010
Wayfair July 2014 - Present
Harvard University May 2012 - June 2014
Planning Solutions Group LLC May 2013 - August 2013
Skills
Python, A/B Testing, PostgreSQL, T-SQL, Mathematical Modeling, Stata, LaTeX, Policy Analysis, Teaching, Public Speaking, Research, International Relations
Education
Harvard University 2010 — 2014
Bachelor of Arts (B.A.), Applied Mathematics
Glenelg High School 2006 — 2010
Tim Kvech's Planning Solutions Group LLC Experience August 1991 - Present
Job Partner at Planning Solutions Group
Industry Financial Services
Experience
Planning Solutions Group LLC August 1991 - Present
Planning Solutions Group LLC 1991 - 2011
Skills
Estate Planning
Education
Mount St. Mary's University 1985 — 1989
BA
Planning Solutions Group LLC August 1991 - Present
Planning Solutions Group LLC 1991 - 2011
Skills
Estate Planning
Education
Mount St. Mary's University 1985 — 1989
BA
Kian Larijani Kian Larijani's Planning Solutions Group LLC Experience December 2013 - May 2014
Job Investment Analyst at Legacy Financial
Industry Investment Management
Experience
Legacy Financial Group June 2014 - Present
Planning Solutions Group, LLC December 2013 - May 2014
TIAA-CREF October 2013 - December 2013
Morgan Stanley June 2013 - August 2013
Whiteford, Taylor & Preston, LLP January 2013 - May 2013
Education
University of Maryland Baltimore County 2010 — 2014
Bachelor of Science (BS), Financial Economics, 3.74/4.00
Legacy Financial Group June 2014 - Present
Planning Solutions Group, LLC December 2013 - May 2014
TIAA-CREF October 2013 - December 2013
Morgan Stanley June 2013 - August 2013
Whiteford, Taylor & Preston, LLP January 2013 - May 2013
Education
University of Maryland Baltimore County 2010 — 2014
Bachelor of Science (BS), Financial Economics, 3.74/4.00
Alex Groff's Planning Solutions Group LLC Experience February 2015 - August 2015
Job Investment Intern at Planning Solutions Group LLC
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Planning Solutions Group LLC February 2015 - August 2015
Apple July 2013 - October 2014
Skills
Social Media, Customer Service, Microsoft Word, Microsoft Office, OS X, PowerPoint, Management
Education
Towson University 2012 — 2015
Bachelor of Business Administration (BBA), Finance, 3.3
Fidelity Investments August 2015 - Present
Planning Solutions Group LLC February 2015 - August 2015
Apple July 2013 - October 2014
Skills
Social Media, Customer Service, Microsoft Word, Microsoft Office, OS X, PowerPoint, Management
Education
Towson University 2012 — 2015
Bachelor of Business Administration (BBA), Finance, 3.3
Brian Kuhn CFP®'s Planning Solutions Group LLC Experience August 2012 - Present
Job CFP®/Author/Columnist/TV Show Host
Industry Financial Services
Experience
Planning Solutions Group LLC August 2012 - Present
Retirement Planning Services March 2008 - August 2012
Keeney Financial Group November 2003 - February 2008
Lincoln Financial Group January 2001 - November 2003
Skills
Financial Advisory, Financial Advice, Investment Advisory..., IRA's, Roth IRA, IRAs, Long Term Care, Financial Planning, Life Insurance, Retirement Planning, Asset Allocation, Term Life Insurance, Investment Strategies, College Savings Plans, Strategic Financial..., Investments, Investment Advisory, Asset Management, Portfolio Management, Mutual Funds, Pensions, Income Protection, Series 7, Wealth Accumulation, Disability Insurance, 401k, Employee Benefits, Indexed Annuities, Long-term Care, Financial Services, Variable Annuities, Bonds, Retirement Plan..., Estate Tax Planning, Long Term Care Insurance, Estate Planning, Health Insurance, ETFs, FINRA, Insurance Planning, Annuities, Securities, Retirement Income..., Retirement, Uniform Combined State..., Finance, Insurance, Wealth Management, Management
Education
Towson University 1999 — 2003
Bachelor of Science, Business Administration Finance
Perkiomen School 1998 — 1999
High School Diploma
Severna Park High School 1996 — 1997
Planning Solutions Group LLC August 2012 - Present
Retirement Planning Services March 2008 - August 2012
Keeney Financial Group November 2003 - February 2008
Lincoln Financial Group January 2001 - November 2003
Skills
Financial Advisory, Financial Advice, Investment Advisory..., IRA's, Roth IRA, IRAs, Long Term Care, Financial Planning, Life Insurance, Retirement Planning, Asset Allocation, Term Life Insurance, Investment Strategies, College Savings Plans, Strategic Financial..., Investments, Investment Advisory, Asset Management, Portfolio Management, Mutual Funds, Pensions, Income Protection, Series 7, Wealth Accumulation, Disability Insurance, 401k, Employee Benefits, Indexed Annuities, Long-term Care, Financial Services, Variable Annuities, Bonds, Retirement Plan..., Estate Tax Planning, Long Term Care Insurance, Estate Planning, Health Insurance, ETFs, FINRA, Insurance Planning, Annuities, Securities, Retirement Income..., Retirement, Uniform Combined State..., Finance, Insurance, Wealth Management, Management
Education
Towson University 1999 — 2003
Bachelor of Science, Business Administration Finance
Perkiomen School 1998 — 1999
High School Diploma
Severna Park High School 1996 — 1997
Michelle Sumpter Michelle Sumpter's Planning Solutions Group LLC Experience May 2013 - April 2014
Job Receptionist at G2, Inc.
Industry Marketing and Advertising
Experience
G2, Inc. May 2015 - Present
Hobo The Original November 2014 - May 2015
Impressions Hair Studio April 2014 - November 2014
Planning Solutions Group LLC May 2013 - April 2014
Planning Solutions Group LLC October 2012 - May 2013
Impression's Hair Studio August 2006 - January 2013
Skills
Social Media, Facebook, Event Planning, Photoshop, Event Management, Customer Service, Creative Writing, Editing
Education
University of Maryland Baltimore County 2010 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies
Howard Community College 2008 — 2010
Associated Degree, General Studies
G2, Inc. May 2015 - Present
Hobo The Original November 2014 - May 2015
Impressions Hair Studio April 2014 - November 2014
Planning Solutions Group LLC May 2013 - April 2014
Planning Solutions Group LLC October 2012 - May 2013
Impression's Hair Studio August 2006 - January 2013
Skills
Social Media, Facebook, Event Planning, Photoshop, Event Management, Customer Service, Creative Writing, Editing
Education
University of Maryland Baltimore County 2010 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies
Howard Community College 2008 — 2010
Associated Degree, General Studies
Bill Bruns's Planning Solutions Group LLC Experience February 2007 - Present
Job COO at Planning Solutions Group
Industry Financial Services
Experience
Planning Solutions Group LLC February 2007 - Present
WMS Partners 1997 - 2006
Skills
Management, Budgets, Strategic Financial..., Financial Analysis, Strategic Planning, Business Development, Finance, Project Planning, Training, Executive Management, New Business Development, Employee Benefits, Human Resources, Securities, Wealth Management, Risk Management, Customer Service, Team Building, Leadership, Insurance, Mergers & Acquisitions, Mutual Funds, Portfolio Management, Retirement Planning, Coaching, Public Speaking, Financial Services, Strategy, Investment Advisory
Education
Towson University 1988 — 1991
BS, Business Administration and Management
Loyola Blakefield 1982 — 1986
Planning Solutions Group LLC February 2007 - Present
WMS Partners 1997 - 2006
Skills
Management, Budgets, Strategic Financial..., Financial Analysis, Strategic Planning, Business Development, Finance, Project Planning, Training, Executive Management, New Business Development, Employee Benefits, Human Resources, Securities, Wealth Management, Risk Management, Customer Service, Team Building, Leadership, Insurance, Mergers & Acquisitions, Mutual Funds, Portfolio Management, Retirement Planning, Coaching, Public Speaking, Financial Services, Strategy, Investment Advisory
Education
Towson University 1988 — 1991
BS, Business Administration and Management
Loyola Blakefield 1982 — 1986
Albert Montagna Albert Montagna's Planning Solutions Group LLC Experience July 2012 - September 2013
Job Experienced Financial Services Registered Principal Seeking A New Position Within Financial Services
Industry Financial Services
Experience
SPC Financial, Inc., An Independent Registered Advisor/SEC February 2014 - March 2015
AXA Advisors September 2013 - January 2014
Planning Solutions Group LLC July 2012 - September 2013
Bank of America Merrill Lynch October 2011 - July 2012
MetLife January 2010 - May 2010
Legg Mason December 2003 - May 2009
TD Ameritrade February 2002 - October 2003
T. Rowe Price September 1999 - October 2001
Skills
Portfolio Management, New Business Development, Operations Management, Investments, Financial Advisory, Financial Services, Retirement Planning, Sales Management, Customer Service, Strategic Planning, Marketing Strategy, Series 7, Series 24, Series 66, Life & Health Insurance..., Retail Banking, Call Centers, Employee Training, Investment Advisory, Compliance, Program Management, Product Marketing, Business Writing, Model Portfolios, Portfolio Assessment, Salesforce.com, Redtail, Monte Carlo Simulation, Institutional Sales, Hiring Employees, Employee Benefits, Variable Annuities, Fixed Annuities, Fixed Income, Closed-end Funds, ETFs, Sales Presentations, Asset Allocation, Bonds
Education
Towson University 1994 — 1999
B.S., Economics
SPC Financial, Inc., An Independent Registered Advisor/SEC February 2014 - March 2015
AXA Advisors September 2013 - January 2014
Planning Solutions Group LLC July 2012 - September 2013
Bank of America Merrill Lynch October 2011 - July 2012
MetLife January 2010 - May 2010
Legg Mason December 2003 - May 2009
TD Ameritrade February 2002 - October 2003
T. Rowe Price September 1999 - October 2001
Skills
Portfolio Management, New Business Development, Operations Management, Investments, Financial Advisory, Financial Services, Retirement Planning, Sales Management, Customer Service, Strategic Planning, Marketing Strategy, Series 7, Series 24, Series 66, Life & Health Insurance..., Retail Banking, Call Centers, Employee Training, Investment Advisory, Compliance, Program Management, Product Marketing, Business Writing, Model Portfolios, Portfolio Assessment, Salesforce.com, Redtail, Monte Carlo Simulation, Institutional Sales, Hiring Employees, Employee Benefits, Variable Annuities, Fixed Annuities, Fixed Income, Closed-end Funds, ETFs, Sales Presentations, Asset Allocation, Bonds
Education
Towson University 1994 — 1999
B.S., Economics
Melinda Torres-Boyd Melinda Torres-Boyd's Planning Solutions Group LLC Experience September 2013 - Present
Job Client Relationship Manager at Planning Solutions Group LLC
Industry Investment Management
Experience
Planning Solutions Group LLC September 2013 - Present
Credo Capital Management, LLC February 2011 - 2013
Advanced Investment Partners September 2007 - November 2010
J.I. Schwartz Builders June 2006 - April 2007
Skills
Life Insurance
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2005
Bachelor of Science (B.S.), Business Administration - Marketing & Management
Planning Solutions Group LLC September 2013 - Present
Credo Capital Management, LLC February 2011 - 2013
Advanced Investment Partners September 2007 - November 2010
J.I. Schwartz Builders June 2006 - April 2007
Skills
Life Insurance
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2005
Bachelor of Science (B.S.), Business Administration - Marketing & Management
Stephanie Batista Stephanie Batista's Planning Solutions Group LLC Experience August 2015 - Present
Job Sales Support at Robert Half
Industry Staffing and Recruiting
Experience
Planning Solutions Group LLC August 2015 - Present
Robert Half August 2014 - August 2015
Robert Half June 2014 - August 2014
Lindy Promotions June 2013 - August 2013
Salisbury University Career Services Office January 2013 - May 2013
Premier Pools May 2012 - August 2012
RSV Pools Inc. May 2011 - August 2011
RSV Pools Inc. May 2010 - August 2010
Hollister Co. June 2008 - August 2008
Skills
Microsoft Office, Research, PowerPoint, Store Management, Social Media, Teamwork, Microsoft Word, Microsoft Excel, Leadership, Facebook, Public Speaking, Cashiering, Event Planning, Customer Service, Social Networking, Organized Multi-tasker
Education
Salisbury University 2013 — 2014
Bachelor of Arts (B.A.), Psychology
Salisbury University 2010 — 2013
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Planning Solutions Group LLC August 2015 - Present
Robert Half August 2014 - August 2015
Robert Half June 2014 - August 2014
Lindy Promotions June 2013 - August 2013
Salisbury University Career Services Office January 2013 - May 2013
Premier Pools May 2012 - August 2012
RSV Pools Inc. May 2011 - August 2011
RSV Pools Inc. May 2010 - August 2010
Hollister Co. June 2008 - August 2008
Skills
Microsoft Office, Research, PowerPoint, Store Management, Social Media, Teamwork, Microsoft Word, Microsoft Excel, Leadership, Facebook, Public Speaking, Cashiering, Event Planning, Customer Service, Social Networking, Organized Multi-tasker
Education
Salisbury University 2013 — 2014
Bachelor of Arts (B.A.), Psychology
Salisbury University 2010 — 2013
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Peter Garber's Planning Solutions Group LLC Experience November 2013 - May 2014
Job Brand Strategy Intern at Twitter
Industry Marketing and Advertising
Experience
Twitter May 2015 - Present
University of Maryland August 2013 - Present
Peel May 2014 - August 2014
Planning Solutions Group LLC November 2013 - May 2014
Fair Lawn Ambulance Corps April 2011 - May 2014
Skills
Accounting, Finance, Managerial Finance, Investments, Portfolio Management, Research, Teamwork, Customer Service
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2016
Finance
University of Maryland College Park
Twitter May 2015 - Present
University of Maryland August 2013 - Present
Peel May 2014 - August 2014
Planning Solutions Group LLC November 2013 - May 2014
Fair Lawn Ambulance Corps April 2011 - May 2014
Skills
Accounting, Finance, Managerial Finance, Investments, Portfolio Management, Research, Teamwork, Customer Service
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2016
Finance
University of Maryland College Park
Katie Flohr's Planning Solutions Group LLC Experience January 2013 - May 2013
Job Client Relationship Manager at Armstrong ∙ Dixon
Industry Higher Education
Experience
Armstrong ∙ Dixon January 2015 - Present
Armstrong ∙ Dixon August 2013 - December 2014
Towson University January 2013 - December 2014
Planning Solutions Group LLC January 2013 - May 2013
West Virginia University August 2010 - December 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Social Media, Higher Education, Research, Facebook, Teamwork, Event Planning, Customer Service, Time Management, Leadership, Paperwork, Phone Etiquette, Cellular Communications, Insurance
Education
Towson University 2013 — 2014
Bachelor's degree, Business Administration - Finance
West Virginia University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Armstrong ∙ Dixon January 2015 - Present
Armstrong ∙ Dixon August 2013 - December 2014
Towson University January 2013 - December 2014
Planning Solutions Group LLC January 2013 - May 2013
West Virginia University August 2010 - December 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Social Media, Higher Education, Research, Facebook, Teamwork, Event Planning, Customer Service, Time Management, Leadership, Paperwork, Phone Etiquette, Cellular Communications, Insurance
Education
Towson University 2013 — 2014
Bachelor's degree, Business Administration - Finance
West Virginia University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Ruth Peebles's Planning Solutions Group LLC Experience 2009 - 2010
Job In pursuit of career in Human Resources and Training
Industry Human Resources
Experience
Big Bus Tours - Washington DC May 2012 - August 2015
Planning Solutions Group LLC 2009 - 2010
Lincoln Financial Advisors 2008 - 2009
The Washington Post 2002 - 2007
Skills
Leadership, Customer Service, Sales, Problem Solving, Training & Development, Public Speaking, Team Building, Microsoft Office, Written Communication
Education
University of Phoenix 2014 — 2016
Bachelor's Degree, Communications
Elizabeth City State University 2003 — 2005
Bachelor's Degree, Communications
Big Bus Tours - Washington DC May 2012 - August 2015
Planning Solutions Group LLC 2009 - 2010
Lincoln Financial Advisors 2008 - 2009
The Washington Post 2002 - 2007
Skills
Leadership, Customer Service, Sales, Problem Solving, Training & Development, Public Speaking, Team Building, Microsoft Office, Written Communication
Education
University of Phoenix 2014 — 2016
Bachelor's Degree, Communications
Elizabeth City State University 2003 — 2005
Bachelor's Degree, Communications
Jenna Cates's Planning Solutions Group LLC Experience May 2013 - August 2013
Job Assistant Social Media Account Manager at Bigar Creative Marketing
Industry Marketing and Advertising
Experience
Bigar Creative Marketing July 2015 - Present
MassMutual Piedmont Triad January 2014 - April 2014
Planning Solutions Group LLC May 2013 - August 2013
VCA Animal Hospitals August 2009 - May 2011
Skills
Marketing Communications, Social Media Marketing, Client Education, Biology, PowerPoint, Social Networking, Microsoft Office, Time Management, Microsoft Excel, Marketing, Microsoft Word, Public Speaking, Photoshop, Facebook
Education
High Point University 2010 — 2014
Bachelor's Degree, Business Administration and Management, General, 3.0
Bigar Creative Marketing July 2015 - Present
MassMutual Piedmont Triad January 2014 - April 2014
Planning Solutions Group LLC May 2013 - August 2013
VCA Animal Hospitals August 2009 - May 2011
Skills
Marketing Communications, Social Media Marketing, Client Education, Biology, PowerPoint, Social Networking, Microsoft Office, Time Management, Microsoft Excel, Marketing, Microsoft Word, Public Speaking, Photoshop, Facebook
Education
High Point University 2010 — 2014
Bachelor's Degree, Business Administration and Management, General, 3.0
William Perryman William Perryman's Planning Solutions Group LLC Experience August 2010 - Present
Job Director of Financial Planning at Planning Solutions Group LLC
Industry Financial Services
Experience
Planning Solutions Group LLC August 2010 - Present
Stephen Schad and Associates May 2008 - August 2010
Ameriprise Financial Services, Inc. June 2006 - May 2008
Skills
Microsoft Excel, Asset Allocation, Retirement Planning, Finance, Salesforce.com, Investments, Strategic Financial..., Wealth Management, Bloomberg, Morningstar, Mutual Funds, Estate Planning, Financial Planning, Bonds, Series 7, Investment Strategies, 401k, Financial Modeling, Financial Reporting, Financial Statement...
Education
University of Maryland University College 2009 — 2012
Bachelor's degree, Finance, General
Planning Solutions Group LLC August 2010 - Present
Stephen Schad and Associates May 2008 - August 2010
Ameriprise Financial Services, Inc. June 2006 - May 2008
Skills
Microsoft Excel, Asset Allocation, Retirement Planning, Finance, Salesforce.com, Investments, Strategic Financial..., Wealth Management, Bloomberg, Morningstar, Mutual Funds, Estate Planning, Financial Planning, Bonds, Series 7, Investment Strategies, 401k, Financial Modeling, Financial Reporting, Financial Statement...
Education
University of Maryland University College 2009 — 2012
Bachelor's degree, Finance, General
Jonathan Wienecke, CFP®'s Planning Solutions Group LLC Experience January 2002 - Present
Job Planning Solutions Group, LLC
Industry Financial Services
Experience
Planning Solutions Group LLC January 2002 - Present
Skills
Wealth Management, Securities, Retirement Planning, Financial Advisory, Series 7, Strategic Financial...
Education
Salisbury University - Perdue School of Business 1998 — 2001
Bachelor's degree, Accounting and Finance
Planning Solutions Group LLC January 2002 - Present
Skills
Wealth Management, Securities, Retirement Planning, Financial Advisory, Series 7, Strategic Financial...
Education
Salisbury University - Perdue School of Business 1998 — 2001
Bachelor's degree, Accounting and Finance
Joseph B. Silverman, JD,MBA,CRPC Joseph B. Silverman, JD,MBA,CRPC's Planning Solutions Group LLC Experience Financial PlannerPlanning Solutions Group LLCApril 2001 - Present
Job Financial Planner at Planning Solutions Group LLC
Industry Financial Services
Experience
Planning Solutions Group LLC Financial PlannerPlanning Solutions Group LLCApril 2001 - Present
Skills
Retirement Planning, Investment Advisory, Investment Strategies
Education
Loyola College in Maryland 1983 — 1987
Master of Business Administration (MBA), Finance
University of Baltimore School of Law
JD, Law
Planning Solutions Group LLC Financial PlannerPlanning Solutions Group LLCApril 2001 - Present
Skills
Retirement Planning, Investment Advisory, Investment Strategies
Education
Loyola College in Maryland 1983 — 1987
Master of Business Administration (MBA), Finance
University of Baltimore School of Law
JD, Law
Neal Seagle Neal Seagle's Planning Solutions Group LLC Experience 1995 - Present
Job Wealth Manager at Planning Solutions Group
Industry Financial Services
Experience
Planning Solutions Group LLC 1995 - Present
Marriott International 1982 - 1994
Education
Loyola College in Maryland 1991 — 1994
MBA, Business/Finance
James Madison University 1977 — 1981
Bachelor of Science, Busines
Planning Solutions Group LLC 1995 - Present
Marriott International 1982 - 1994
Education
Loyola College in Maryland 1991 — 1994
MBA, Business/Finance
James Madison University 1977 — 1981
Bachelor of Science, Busines
Roy Dixon's Planning Solutions Group LLC Experience 1990 - August 2013
Job Partner at Armstrong ∙ Dixon
Industry Financial Services
Experience
Armstrong ∙ Dixon August 2013 - Present
Planning Solutions Group LLC 1990 - August 2013
Skills
Financial Analysis, Retirement, Uniform Combined State..., Bonds, Retirement Planning
Education
Henderson State University
Old Dominion University
Professional Financial Planner
University of Kansas
M.S.
Armstrong ∙ Dixon August 2013 - Present
Planning Solutions Group LLC 1990 - August 2013
Skills
Financial Analysis, Retirement, Uniform Combined State..., Bonds, Retirement Planning
Education
Henderson State University
Old Dominion University
Professional Financial Planner
University of Kansas
M.S.
Tyler Kuhn Tyler Kuhn's Planning Solutions Group LLC Experience September 2013 - Present
Job Client Relationship Manager at Planning Solutions Group LLC
Industry Financial Services
Experience
Planning Solutions Group LLC September 2013 - Present
The Home Depot June 2012 - May 2013
Skills
Life & Health Insurance..., Financial Modeling
Education
University of Maryland College Park 2009 — 2013
Bachelor of Arts (B.A.), Economics
North Carroll High School 2005 — 2009
Planning Solutions Group LLC September 2013 - Present
The Home Depot June 2012 - May 2013
Skills
Life & Health Insurance..., Financial Modeling
Education
University of Maryland College Park 2009 — 2013
Bachelor of Arts (B.A.), Economics
North Carroll High School 2005 — 2009
Fragomeni, Vincenzo's Planning Solutions Group LLC Experience January 2015 - Present
Job Financial Advisor at Planning Solutions Group LLC
Industry Financial Services
Experience
Planning Solutions Group LLC January 2015 - Present
RiverBay Investment Group April 2013 - December 2014
PNC September 2012 - April 2013
Prudential Financial February 2012 - September 2012
Washington Retirement Planning Specialists December 2010 - January 2012
Morgan Stanley Smith Barney February 2005 - August 2010
Skills
Investments, Financial Services, Financial Analysis, Series 7, Investment Advisory, Retirement Planning, Asset Management, Investment Strategies, Investment Banking, Disability Insurance, Asset Managment, Insurance, Investment Products, Insurance Planning, Health Insurance
Education
Loyola College in Maryland 1996 — 2000
BBA, Economics
University of Maryland College Park 2008 — 2011
Master of Business Administration (MBA), Business Administration, Management and Operations
Planning Solutions Group LLC January 2015 - Present
RiverBay Investment Group April 2013 - December 2014
PNC September 2012 - April 2013
Prudential Financial February 2012 - September 2012
Washington Retirement Planning Specialists December 2010 - January 2012
Morgan Stanley Smith Barney February 2005 - August 2010
Skills
Investments, Financial Services, Financial Analysis, Series 7, Investment Advisory, Retirement Planning, Asset Management, Investment Strategies, Investment Banking, Disability Insurance, Asset Managment, Insurance, Investment Products, Insurance Planning, Health Insurance
Education
Loyola College in Maryland 1996 — 2000
BBA, Economics
University of Maryland College Park 2008 — 2011
Master of Business Administration (MBA), Business Administration, Management and Operations
Scott M. Gomsak's Planning Solutions Group LLC Experience May 2013 - Present
Job Family Wealth Advisor at Planning Solutions Group LLC
Industry Financial Services
Experience
Planning Solutions Group LLC May 2013 - Present
LPL Financial / Baltimore County Savings Bank May 2009 - May 2013
Provident Bank June 1997 - May 2009
Skills
Strategic Financial..., Investments, Finance, Financial Services, Financial Advisory, Retirement Planning, Mutual Funds, Securities, Series 7, Wealth Management, Asset Management, Fixed Annuities
Education
Loyola University Maryland 1995 — 1997
MBA, Finance
Loyola University Maryland 1987 — 1991
BA, Finance
Planning Solutions Group LLC May 2013 - Present
LPL Financial / Baltimore County Savings Bank May 2009 - May 2013
Provident Bank June 1997 - May 2009
Skills
Strategic Financial..., Investments, Finance, Financial Services, Financial Advisory, Retirement Planning, Mutual Funds, Securities, Series 7, Wealth Management, Asset Management, Fixed Annuities
Education
Loyola University Maryland 1995 — 1997
MBA, Finance
Loyola University Maryland 1987 — 1991
BA, Finance
Scott Spranklin, ChFC's Planning Solutions Group LLC Experience September 2014 - January 2015
Job Family Wealth Advisor
Industry Financial Services
Experience
Planning Solutions Group LLC September 2014 - January 2015
Prudential Financial June 2006 - September 2014
Washington Home Remodelers Inc June 2004 - May 2006
Skills
Retirement, Retirement Planning, Fixed Annuities, Life Insurance, 401k Rollovers, Sales, Outside Sales, B2B, B2C, Sales Prospecting, In-home Sales, Sales Presentations, Canvassing, Sales Management
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2006
Business, Finance
Planning Solutions Group LLC September 2014 - January 2015
Prudential Financial June 2006 - September 2014
Washington Home Remodelers Inc June 2004 - May 2006
Skills
Retirement, Retirement Planning, Fixed Annuities, Life Insurance, 401k Rollovers, Sales, Outside Sales, B2B, B2C, Sales Prospecting, In-home Sales, Sales Presentations, Canvassing, Sales Management
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2006
Business, Finance
Thad Ismart, CFP®'s Planning Solutions Group LLC Experience March 2012 - February 2013
Job Senior Financial Planner at Baltimore Washington Financial Advisors
Industry Financial Services
Experience
Baltimore Washington Financial Advisors February 2013 - Present
Planning Solutions Group LLC March 2012 - February 2013
Merrill Lynch March 2011 - March 2012
Morgan Stanley Smith Barney April 2007 - March 2011
T. Rowe Price October 2005 - April 2007
Skills
Wealth Management, Options, Tax, Business Planning, Economics, Retirement, Estate Planning, Retirement Planning, Strategic Financial..., IRAs, Investment Advisory, Asset Allocation, Investments, Series 7, Investment Strategies, 401k, Insurance, Securities, Fixed Annuities, Uniform Combined State..., Finance
Education
College for Financial Planning 2008 — 2010
CFP, Financial Planning
University of Maryland Baltimore County 2002 — 2005
B.A, Economics
Baltimore Washington Financial Advisors February 2013 - Present
Planning Solutions Group LLC March 2012 - February 2013
Merrill Lynch March 2011 - March 2012
Morgan Stanley Smith Barney April 2007 - March 2011
T. Rowe Price October 2005 - April 2007
Skills
Wealth Management, Options, Tax, Business Planning, Economics, Retirement, Estate Planning, Retirement Planning, Strategic Financial..., IRAs, Investment Advisory, Asset Allocation, Investments, Series 7, Investment Strategies, 401k, Insurance, Securities, Fixed Annuities, Uniform Combined State..., Finance
Education
College for Financial Planning 2008 — 2010
CFP, Financial Planning
University of Maryland Baltimore County 2002 — 2005
B.A, Economics
Alexander Cochran's Planning Solutions Group LLC Experience June 2013 - Present
Job Investment Analyst at Planning Solutions Group LLC
Industry Investment Management
Experience
Planning Solutions Group LLC June 2013 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Research, Financial Modeling, Teamwork, Investments, Economics, Valuation, Corporate Finance
Education
Grove City College 2009 — 2013
Bachelor's degree, Finance, 3.76 GPA
Planning Solutions Group LLC June 2013 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Research, Financial Modeling, Teamwork, Investments, Economics, Valuation, Corporate Finance
Education
Grove City College 2009 — 2013
Bachelor's degree, Finance, 3.76 GPA
Heather Donhauser's Planning Solutions Group LLC Experience 2007 - Present
Job
Industry Financial Services
Experience
Planning Solutions Group LLC 2007 - Present
Education
Loyola College in Maryland 2008 — 2010
MSF, Master of Science in Finance
McDaniel College 2003 — 2007
BA, Business Administration, Economics
Planning Solutions Group LLC 2007 - Present
Education
Loyola College in Maryland 2008 — 2010
MSF, Master of Science in Finance
McDaniel College 2003 — 2007
BA, Business Administration, Economics
Eric Weisberg's Planning Solutions Group LLC Experience June 2010 - August 2010
Job Student at Amherst College
Industry Capital Markets
Experience
J.P. Morgan 2011 - 2011
Planning Solutions Group LLC June 2010 - August 2010
Skills
Java, Python, VBA
Education
Amherst College 2008 — 2012
BA, Math, Economics, Computer Science
Walt Whitman High School 2004 — 2008
High School Diploma
J.P. Morgan 2011 - 2011
Planning Solutions Group LLC June 2010 - August 2010
Skills
Java, Python, VBA
Education
Amherst College 2008 — 2012
BA, Math, Economics, Computer Science
Walt Whitman High School 2004 — 2008
High School Diploma
Lauren Gretchen's Planning Solutions Group LLC Experience March 2011 - Present
Job CCO and Investment Operations Manager at Planning Solutions Group, LLC
Industry Financial Services
Experience
Planning Solutions Group LLC March 2011 - Present
Education
University of Phoenix 1998 — 2001
MBA, International Management
Miami University 1991 — 1995
B.S., Finance
Planning Solutions Group LLC March 2011 - Present
Education
University of Phoenix 1998 — 2001
MBA, International Management
Miami University 1991 — 1995
B.S., Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY