Platinum Wealth Partners Inc
Industry: Company
DescriptionFounded: 2005 Subsidiary: Platinum Wealth Partners, Inc., Asset Management ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportPlatinum Wealth PartnersWebsiteDirections Saved (0) Saved Save Economic development agency in Newton, Massachusetts Address: 2221 Washington St, Newton, MA 02462 Phone: (617) 855-9970Website: Category: Place name: : : : : : Hours: : Website: http://platinumwealthpartners.com/ Category: Economic development agency 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 Platinum Wealth Partners Posting publicly on the Web Write a review Reviews Be the first to review
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Platinum Wealth Partners Inc Employees
Employee
Years
Job
Industry
Alex Bauscher Alex Bauscher's Platinum Wealth Partners Inc Experience September 2013 - Present
Job Registered Associate at Comprehensive Asset Management
Industry Financial Services
Experience
Comprehensive Asset Management August 2015 - Present
Platinum Wealth Partners Inc September 2013 - Present
Platinum Wealth Partners Inc March 2013 - Present
Mutual Securities, Inc. Member FINRA, SIPC May 2014 - August 2015
Inventors Business Center January 2009 - January 2010
Skills
Microsoft Office, Customer Service, Computer Repair, Inventory Management, Outlook, QuickBooks, Quicken, Recruiting, Finance, Market Research, Public Speaking, Social Media, Microsoft Word
Education
University of South Florida 2015 — 2017
Bachelor’s Degree, Finance, Junior
Comprehensive Asset Management August 2015 - Present
Platinum Wealth Partners Inc September 2013 - Present
Platinum Wealth Partners Inc March 2013 - Present
Mutual Securities, Inc. Member FINRA, SIPC May 2014 - August 2015
Inventors Business Center January 2009 - January 2010
Skills
Microsoft Office, Customer Service, Computer Repair, Inventory Management, Outlook, QuickBooks, Quicken, Recruiting, Finance, Market Research, Public Speaking, Social Media, Microsoft Word
Education
University of South Florida 2015 — 2017
Bachelor’s Degree, Finance, Junior
Curtis Burns Curtis Burns's Platinum Wealth Partners Inc Experience October 2013 - Present
Job Partner Wealth Management at Platinum Wealth Partners Inc
Industry Financial Services
Experience
Platinum Wealth Partners Inc October 2013 - Present
Morgan Stanley September 1996 - October 2013
PaineWebber July 1992 - September 1996
Skills
Investments, Retirement Planning, Wealth Management, Securities, Estate Planning, Strategic Financial..., Asset Management, Portfolio Management, Alternative Investments, Asset Allocation, Equities, Financial Advisory, Retirement, Mutual Funds, Insurance
Education
San Diego State University-California State University 1987 — 1991
Bachelor of Applied Science (BASc), Finance, General
Platinum Wealth Partners Inc October 2013 - Present
Morgan Stanley September 1996 - October 2013
PaineWebber July 1992 - September 1996
Skills
Investments, Retirement Planning, Wealth Management, Securities, Estate Planning, Strategic Financial..., Asset Management, Portfolio Management, Alternative Investments, Asset Allocation, Equities, Financial Advisory, Retirement, Mutual Funds, Insurance
Education
San Diego State University-California State University 1987 — 1991
Bachelor of Applied Science (BASc), Finance, General
David Monaco David Monaco's Platinum Wealth Partners Inc Experience February 2012 - September 2014
Job Compliance Analyst at INVEST Financial
Industry Financial Services
Experience
INVEST Financial September 2014 - Present
Mutual Securities, Inc. Member FINRA, SIPC November 2013 - September 2014
Platinum Wealth Partners April 2013 - September 2014
Platinum Wealth Partners Inc February 2012 - September 2014
TMO Global Logistics November 2006 - April 2011
CP Ships July 1997 - September 2006
Skills
Container, Shipping, International Logistics, Freight, International Shipping, Transportation, Ports, Customer Service, Air Freight, Warehousing, Export, Transportation..., Logistics, Contract Negotiation, Strategic Planning, Freight Forwarding, Import, Customs Regulations, Ocean, Supply Chain, Supply Chain Management, Logistics Management, 3PL, International Trade, Supply Chain Operations, Trucking
Education
University of South Florida
Bachelor of Arts (B.A.), International/Global Studies
Saint Petersburg Junior College
Associate of Arts (AA), Engineering
INVEST Financial September 2014 - Present
Mutual Securities, Inc. Member FINRA, SIPC November 2013 - September 2014
Platinum Wealth Partners April 2013 - September 2014
Platinum Wealth Partners Inc February 2012 - September 2014
TMO Global Logistics November 2006 - April 2011
CP Ships July 1997 - September 2006
Skills
Container, Shipping, International Logistics, Freight, International Shipping, Transportation, Ports, Customer Service, Air Freight, Warehousing, Export, Transportation..., Logistics, Contract Negotiation, Strategic Planning, Freight Forwarding, Import, Customs Regulations, Ocean, Supply Chain, Supply Chain Management, Logistics Management, 3PL, International Trade, Supply Chain Operations, Trucking
Education
University of South Florida
Bachelor of Arts (B.A.), International/Global Studies
Saint Petersburg Junior College
Associate of Arts (AA), Engineering
Herly Andres Tejada, MBA Herly Andres Tejada, MBA's Platinum Wealth Partners Inc Experience March 2011 - Present
Job Financial Analyst & Service Specialist at Platinum Wealth Partners Inc
Industry Financial Services
Experience
Platinum Wealth Partners Inc March 2011 - Present
Caixanova- America January 2010 - March 2011
Caixanova October 2006 - December 2009
BNP Paribas September 2005 - October 2006
Enterprise Rent-A-Car February 2004 - January 2005
Skills
International Relations, Financial Analysis, Portfolio Management, Strategic Planning, Strategic Financial..., Risk Management, Investments, Banking, Finance, Spanish, Microsoft Excel, Negotiation, Team Leadership, Management, Analysis, Financial Risk, Equities, Business Strategy, Business Analysis, Corporate Finance, Private Banking, Strategy, New Business Development, Investment Banking, Due Diligence, Leadership, CRM
Education
Thunderbird School of Global Management 2010 — 2012
GMBA, Master in Business Administration
Albertus Magnus College 1999 — 2003
BS, International Business Management
Platinum Wealth Partners Inc March 2011 - Present
Caixanova- America January 2010 - March 2011
Caixanova October 2006 - December 2009
BNP Paribas September 2005 - October 2006
Enterprise Rent-A-Car February 2004 - January 2005
Skills
International Relations, Financial Analysis, Portfolio Management, Strategic Planning, Strategic Financial..., Risk Management, Investments, Banking, Finance, Spanish, Microsoft Excel, Negotiation, Team Leadership, Management, Analysis, Financial Risk, Equities, Business Strategy, Business Analysis, Corporate Finance, Private Banking, Strategy, New Business Development, Investment Banking, Due Diligence, Leadership, CRM
Education
Thunderbird School of Global Management 2010 — 2012
GMBA, Master in Business Administration
Albertus Magnus College 1999 — 2003
BS, International Business Management
Robert Kokol CFP®, CDFA, AEP®, MBA Robert Kokol CFP®, CDFA, AEP®, MBA's Platinum Wealth Partners Inc Experience May 2011 - February 2014
Job Divorce Planning, Asset Management, Trust and Estate Planning
Industry Financial Services
Experience
Global Financial Private Capital, LLC February 2014 - Present
GF Investment Services, LLC August 2013 - Present
Divorce Financial Planning LLC May 2011 - Present
Tampa Bay Collaborative Divorce Group May 2011 - Present
Next Generation Divorce f/k/a Tampa Bay Collaborative Divorce Institute August 2010 - Present
Tampa Orlando Pinellas Jewish foundation 2010 - Present
Beth Kokol Arts LLC 2010 - Present
Tampa Bay Estate Planning Council July 2009 - Present
Platinum Wealth Partners Inc May 2011 - February 2014
Divorce Planning + Financial Strategies October 2009 - May 2011
Skills
Divorce Planning, Financial Planning, Asset Management, Wealth Management, Estate Planning, Investment Advisory, Asset Allocation, Portfolio Management, Financial Analysis, Negotiation, Strategic Planning, Trusts, Risk Management, Wealth Transfer, Strategic Financial..., Asset Managment, Wealth, Collaborative Divorce, Collaborative Law, Retirement Planning, Mediation, Insurance, Retirement, Banking, Financial Services, Financial Advisory, High Net Worth..., Investment Strategies, Series 7, Financial Planners, Securities, Wealth Management..., Finance, IRAs, Fixed Annuities, Personal Finance, Certified Financial..., Series 63, Mutual Funds, Alternative Investments, 401k, Investment Management, Wealth Accumulation, Series 65, Long-term Care, Uniform Combined State..., Pensions, 401k Rollovers, FINRA, Trust Services
Education
Earned AEP® designation from the National Association of Estate Planning Councils 2010 — 2010
AEP®, Accredited Estate Planner designation
University of South Florida 2010 — 2010
Certified Mediator, Florida Supreme Court, Family Law, Mediation- familynlaw
Institute for Divorce Financial Analysts 2009 — 2009
CDFA, Certified Divorce Financial Analyst designation, Financial Planning and Services
Earned CFP® certification from the Board of Standards 1996 — 1998
CFP, CFP Professional Education Program
University of Miami - School of Business 1988 — 1990
MBA, Finance and Financial Management Services
Colgate University 1979 — 1983
BA, Philosophy & Religion
Global Financial Private Capital, LLC February 2014 - Present
GF Investment Services, LLC August 2013 - Present
Divorce Financial Planning LLC May 2011 - Present
Tampa Bay Collaborative Divorce Group May 2011 - Present
Next Generation Divorce f/k/a Tampa Bay Collaborative Divorce Institute August 2010 - Present
Tampa Orlando Pinellas Jewish foundation 2010 - Present
Beth Kokol Arts LLC 2010 - Present
Tampa Bay Estate Planning Council July 2009 - Present
Platinum Wealth Partners Inc May 2011 - February 2014
Divorce Planning + Financial Strategies October 2009 - May 2011
Skills
Divorce Planning, Financial Planning, Asset Management, Wealth Management, Estate Planning, Investment Advisory, Asset Allocation, Portfolio Management, Financial Analysis, Negotiation, Strategic Planning, Trusts, Risk Management, Wealth Transfer, Strategic Financial..., Asset Managment, Wealth, Collaborative Divorce, Collaborative Law, Retirement Planning, Mediation, Insurance, Retirement, Banking, Financial Services, Financial Advisory, High Net Worth..., Investment Strategies, Series 7, Financial Planners, Securities, Wealth Management..., Finance, IRAs, Fixed Annuities, Personal Finance, Certified Financial..., Series 63, Mutual Funds, Alternative Investments, 401k, Investment Management, Wealth Accumulation, Series 65, Long-term Care, Uniform Combined State..., Pensions, 401k Rollovers, FINRA, Trust Services
Education
Earned AEP® designation from the National Association of Estate Planning Councils 2010 — 2010
AEP®, Accredited Estate Planner designation
University of South Florida 2010 — 2010
Certified Mediator, Florida Supreme Court, Family Law, Mediation- familynlaw
Institute for Divorce Financial Analysts 2009 — 2009
CDFA, Certified Divorce Financial Analyst designation, Financial Planning and Services
Earned CFP® certification from the Board of Standards 1996 — 1998
CFP, CFP Professional Education Program
University of Miami - School of Business 1988 — 1990
MBA, Finance and Financial Management Services
Colgate University 1979 — 1983
BA, Philosophy & Religion
Beverly Shraybman Beverly Shraybman's Platinum Wealth Partners Inc Experience May 2012 - February 2013
Job Legal Clerk at William E. Gens Law Offices, P.C
Industry Financial Services
Experience
William E. Gens Law Offices, P.C September 2015 - Present
Wrentham District Court June 2015 - August 2015
Suffolk University Law School - CLE May 2015 - August 2015
Sun Life Financial May 2014 - October 2014
Sun Life Financial June 2013 - May 2014
KNF&T Staffing Resources March 2013 - May 2013
FlipKey April 2011 - March 2013
Platinum Wealth Partners Inc May 2012 - February 2013
Swartz & Swartz P.C. May 2012 - August 2012
TripAdvisor June 2010 - December 2011
Skills
Blogging, Marketing, Microsoft Excel, Customer Service, Data Analysis, Social Media Marketing, Marketing Research, Financial Analysis, PowerPoint, Financial Reporting, Project Management, Blog Development, Marketing Strategy, Financial Modeling, Marketing Management, Product Marketing, Long-term Customer..., Strategic Planning, Westlaw, Legal Research, Legal Writing, Microsoft Office
Education
Suffolk University Law School 2014 — 2018
Doctor of Law (J.D.) & MBA, Banking, Corporate, Finance, and Securities Law
Bentley University 2010 — 2013
Bachelor of Science, Managerial Economics concentration in International Business, Marketing Minor
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2010
Bachelor of Science, Economics
Boston Latin School 2004 — 2009
Diploma
William E. Gens Law Offices, P.C September 2015 - Present
Wrentham District Court June 2015 - August 2015
Suffolk University Law School - CLE May 2015 - August 2015
Sun Life Financial May 2014 - October 2014
Sun Life Financial June 2013 - May 2014
KNF&T Staffing Resources March 2013 - May 2013
FlipKey April 2011 - March 2013
Platinum Wealth Partners Inc May 2012 - February 2013
Swartz & Swartz P.C. May 2012 - August 2012
TripAdvisor June 2010 - December 2011
Skills
Blogging, Marketing, Microsoft Excel, Customer Service, Data Analysis, Social Media Marketing, Marketing Research, Financial Analysis, PowerPoint, Financial Reporting, Project Management, Blog Development, Marketing Strategy, Financial Modeling, Marketing Management, Product Marketing, Long-term Customer..., Strategic Planning, Westlaw, Legal Research, Legal Writing, Microsoft Office
Education
Suffolk University Law School 2014 — 2018
Doctor of Law (J.D.) & MBA, Banking, Corporate, Finance, and Securities Law
Bentley University 2010 — 2013
Bachelor of Science, Managerial Economics concentration in International Business, Marketing Minor
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2010
Bachelor of Science, Economics
Boston Latin School 2004 — 2009
Diploma
Christopher Seifel Christopher Seifel's Platinum Wealth Partners Inc Experience January 2011 - May 2011
Job Investment Banking Analyst at Sheridan Capital Advisory
Industry Investment Banking
Experience
Sheridan Capital Advisory June 2014 - Present
Citi June 2013 - June 2014
University of Miami August 2009 - May 2013
University of Miami Student Managed Investment Fund August 2012 - December 2012
American Executive Search Consultants July 2012 - October 2012
Citi June 2012 - August 2012
Commonwealth Financial Network May 2011 - August 2011
TradeSmart University November 2010 - July 2011
Platinum Wealth Partners Inc January 2011 - May 2011
University of MiamiFall 2010 August 2010 - December 2010
Skills
Microsoft Office, Professional Networking, Analysis, Investments, PowerPoint, Excel, Word, Equities, Management, Portfolio Management, Leadership, Valuation, Marketing, Finance, Microsoft Excel, Business Networking, Financial Modeling, Microsoft Word, Financial Analysis
Education
University of Miami 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Economics
University of Miami 2009 — 2013
BBA, Finance and Economics
Sheridan Capital Advisory June 2014 - Present
Citi June 2013 - June 2014
University of Miami August 2009 - May 2013
University of Miami Student Managed Investment Fund August 2012 - December 2012
American Executive Search Consultants July 2012 - October 2012
Citi June 2012 - August 2012
Commonwealth Financial Network May 2011 - August 2011
TradeSmart University November 2010 - July 2011
Platinum Wealth Partners Inc January 2011 - May 2011
University of MiamiFall 2010 August 2010 - December 2010
Skills
Microsoft Office, Professional Networking, Analysis, Investments, PowerPoint, Excel, Word, Equities, Management, Portfolio Management, Leadership, Valuation, Marketing, Finance, Microsoft Excel, Business Networking, Financial Modeling, Microsoft Word, Financial Analysis
Education
University of Miami 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Economics
University of Miami 2009 — 2013
BBA, Finance and Economics
Brittany Webber's Platinum Wealth Partners Inc Experience June 2013 - September 2014
Job Business Development Associate at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services September 2014 - Present
Platinum Wealth Partners Inc June 2013 - September 2014
Raymond James Financial Inc. September 2012 - June 2013
Raymond James Financial Inc. August 2011 - September 2012
Skills
Series 7, Mutual Funds
Education
Florida State University 2003 — 2007
Finance
Raymond James Financial Services September 2014 - Present
Platinum Wealth Partners Inc June 2013 - September 2014
Raymond James Financial Inc. September 2012 - June 2013
Raymond James Financial Inc. August 2011 - September 2012
Skills
Series 7, Mutual Funds
Education
Florida State University 2003 — 2007
Finance
Amanda Reta's Platinum Wealth Partners Inc Experience January 2014 - May 2014
Job Management Services Officer at UCLA Health
Industry Financial Services
Experience
UCLA Medical - Santa Monica Rape Treatment Center June 2014 - Present
Freelance Ghost Writer May 2013 - Present
Platinum Wealth Partners Inc January 2014 - May 2014
Steadfast Companies May 2011 - May 2013
Mevio.com January 2009 - January 2010
Mevio.com December 2008 - January 2009
White Kitty Foundation August 2008 - October 2008
Skills
Social Media, Video, New Media, Event Planning, Writing, Ghostwriting, Online Journalism, Copywriting, Content Writing, Video Editing, Social Media Marketing, Marketing, Online Marketing, Sales
Education
St. Mary's College of California 2004 — 2008
Bachelor of Arts (BA), Communication
Lorenzo de Medici University in Florence, IT 2007 — 2007
UCLA Medical - Santa Monica Rape Treatment Center June 2014 - Present
Freelance Ghost Writer May 2013 - Present
Platinum Wealth Partners Inc January 2014 - May 2014
Steadfast Companies May 2011 - May 2013
Mevio.com January 2009 - January 2010
Mevio.com December 2008 - January 2009
White Kitty Foundation August 2008 - October 2008
Skills
Social Media, Video, New Media, Event Planning, Writing, Ghostwriting, Online Journalism, Copywriting, Content Writing, Video Editing, Social Media Marketing, Marketing, Online Marketing, Sales
Education
St. Mary's College of California 2004 — 2008
Bachelor of Arts (BA), Communication
Lorenzo de Medici University in Florence, IT 2007 — 2007
Courtney Kimmey's Platinum Wealth Partners Inc Experience June 2013 - August 2013
Job Legal Intern at Centro Bono
Industry Law Practice
Experience
Centro Bono June 2015 - Present
Media Management Association at The University of Miami April 2012 - May 2014
Platinum Wealth Partners Inc June 2013 - August 2013
A&E Television Networks June 2012 - August 2012
School of Communication Newspaper March 2011 - August 2012
School of Communication September 2011 - May 2012
American Marketing Association September 2011 - December 2011
Skills
Bilingual-Spanish, Proficient in Microsoft..., Celtx, Social Networking, Advertising, Public Speaking, iMovie, PowerPoint, Microsoft Office, Facebook, Social Media Marketing, Microsoft Word, Microsoft Excel, YouTube, Social Media, Blogging, Public Relations, WordPress, Marketing, Research, Spanish
Education
Santa Clara University School of Law 2014 — 2017
Doctor of Law (J.D.), 2L
University of Miami School of Communications 2010 — 2014
Bachelor of Science, Media Management, Marketing, Business Administration
Centro Bono June 2015 - Present
Media Management Association at The University of Miami April 2012 - May 2014
Platinum Wealth Partners Inc June 2013 - August 2013
A&E Television Networks June 2012 - August 2012
School of Communication Newspaper March 2011 - August 2012
School of Communication September 2011 - May 2012
American Marketing Association September 2011 - December 2011
Skills
Bilingual-Spanish, Proficient in Microsoft..., Celtx, Social Networking, Advertising, Public Speaking, iMovie, PowerPoint, Microsoft Office, Facebook, Social Media Marketing, Microsoft Word, Microsoft Excel, YouTube, Social Media, Blogging, Public Relations, WordPress, Marketing, Research, Spanish
Education
Santa Clara University School of Law 2014 — 2017
Doctor of Law (J.D.), 2L
University of Miami School of Communications 2010 — 2014
Bachelor of Science, Media Management, Marketing, Business Administration
Tom Alessi Tom Alessi's Platinum Wealth Partners Inc Experience 2011 - Present
Job New England’s Personal Finance and Investment Expert
Industry Investment Management
Experience
Platinum Wealth Partners Inc 2011 - Present
Platinum Wealth Partners Inc 2011 - 2011
Merrill Lynch 2009 - 2010
Citi February 2007 - June 2009
Bank of America May 1994 - February 2007
CIBC Wood Gundy 1992 - 1994
Education
D'Amore-McKim School of Business at Northeastern University 1987 — 1989
mba, finance
University of Massachusetts, Amherst 1981 — 1985
Bs, economics
Platinum Wealth Partners Inc 2011 - Present
Platinum Wealth Partners Inc 2011 - 2011
Merrill Lynch 2009 - 2010
Citi February 2007 - June 2009
Bank of America May 1994 - February 2007
CIBC Wood Gundy 1992 - 1994
Education
D'Amore-McKim School of Business at Northeastern University 1987 — 1989
mba, finance
University of Massachusetts, Amherst 1981 — 1985
Bs, economics
Tom Alessi's Platinum Wealth Partners Inc Experience June 2011 - Present
Job Managing Partner at Platinum Wealth Partners Inc
Industry Investment Management
Experience
Platinum Wealth Partners Inc June 2011 - Present
Morgan Stanley Smith Barney 2007 - 2009
Bank of America May 1994 - February 2007
Fidelity Investments 1985 - 1989
Skills
Investments, Asset Management, Insurance, Asset, Portfolio Management, Equities, Financial Planning, Securities, Wealth Management, Wealth, Trading, Banking, Loans, Alternative Investments, Funding, Strategic Advisory, Institutional Investors, Financial Advisory, Retirement, Debt, Risk, Retirement Planning, Estate Planning, Investment Banking, Hedge Funds, Mutual Funds, Asset Allocation, Investment Strategies, Series 7, Strategy, Strategic Financial...
Education
D'Amore-McKim School of Business at Northeastern University 1987 — 1989
mba, finance
University of Massachusetts at Amherst 1981 — 1985
bs, economics
Platinum Wealth Partners Inc June 2011 - Present
Morgan Stanley Smith Barney 2007 - 2009
Bank of America May 1994 - February 2007
Fidelity Investments 1985 - 1989
Skills
Investments, Asset Management, Insurance, Asset, Portfolio Management, Equities, Financial Planning, Securities, Wealth Management, Wealth, Trading, Banking, Loans, Alternative Investments, Funding, Strategic Advisory, Institutional Investors, Financial Advisory, Retirement, Debt, Risk, Retirement Planning, Estate Planning, Investment Banking, Hedge Funds, Mutual Funds, Asset Allocation, Investment Strategies, Series 7, Strategy, Strategic Financial...
Education
D'Amore-McKim School of Business at Northeastern University 1987 — 1989
mba, finance
University of Massachusetts at Amherst 1981 — 1985
bs, economics
Olivia Daniels's Platinum Wealth Partners Inc Experience 2013 - 2014
Job Student
Industry Public Relations and Communications
Experience
Platinum Wealth Partners Inc 2013 - 2014
Education
University of Tampa 2013 — 2016
Public Relations/Advertising
Longwood University 2012 — 2013
Platinum Wealth Partners Inc 2013 - 2014
Education
University of Tampa 2013 — 2016
Public Relations/Advertising
Longwood University 2012 — 2013
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY