Prestige Wealth Management
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Prestige Wealth Management Employees
Employee
Years
Job
Industry
Denise Rich Denise Rich's Prestige Wealth Management Experience September 2013 - Present
Job Director of Administration at Prestige Wealth Management
Industry Financial Services
Experience
Prestige Wealth Management September 2013 - Present
Prestige Wealth Management June 2006 - Present
Securities America, Inc. Member FINRA/SIPC 2010 - 2012
Skills
Series 7, Series 6, Series 63, Life, Accident and..., Client Services, Employee Training, Procedure Development
Education
St. Cloud State University 1991 — 1995
Bachelor of Arts (B.A.), German and Speech Communications
Coon Rapids Sr High School
Prestige Wealth Management September 2013 - Present
Prestige Wealth Management June 2006 - Present
Securities America, Inc. Member FINRA/SIPC 2010 - 2012
Skills
Series 7, Series 6, Series 63, Life, Accident and..., Client Services, Employee Training, Procedure Development
Education
St. Cloud State University 1991 — 1995
Bachelor of Arts (B.A.), German and Speech Communications
Coon Rapids Sr High School
Staci Murphy Staci Murphy's Prestige Wealth Management Experience April 2011 - January 2014
Job .
Industry Financial Services
Experience
. January 2015 - Present
Rychley Financial Services January 2014 - January 2015
Prestige Wealth Management April 2011 - January 2014
Thrivent Financial for Lutherans 2007 - 2011
Wealth Enhancement Group 2006 - 2007
Compass Capital Management 2004 - 2006
Stevens, Foster Financial Services 2003 - 2004
RBC Dain Rauscher 2000 - 2003
Education
College for Financial Planning
Registered Paraplanner, Financial Planning and Services
Series 7, 66, Life, Health and Variable Line licensed
. January 2015 - Present
Rychley Financial Services January 2014 - January 2015
Prestige Wealth Management April 2011 - January 2014
Thrivent Financial for Lutherans 2007 - 2011
Wealth Enhancement Group 2006 - 2007
Compass Capital Management 2004 - 2006
Stevens, Foster Financial Services 2003 - 2004
RBC Dain Rauscher 2000 - 2003
Education
College for Financial Planning
Registered Paraplanner, Financial Planning and Services
Series 7, 66, Life, Health and Variable Line licensed
Brian Drolet, CLTC Brian Drolet, CLTC's Prestige Wealth Management Experience October 2012 - Present
Job Financial Advisor at Prestige Wealth Management
Industry Financial Services
Experience
Prestige Wealth Management October 2012 - Present
Mutual of Omaha January 2007 - August 2014
Skills
Retirement Planning, IRAs, 401k Rollovers, Wealth Accumulation..., 401k, Mutual Funds, Wealth Preservation..., Annuities, Life Insurance, Medicare Supplements, Medicare Advantage, Disability Insurance, Income Protection, Critical Illness, Asset Protection, Insurance, Group Benefit Plans
Education
University of North Texas 2005 — 2007
BBA, Finance
Prestige Wealth Management October 2012 - Present
Mutual of Omaha January 2007 - August 2014
Skills
Retirement Planning, IRAs, 401k Rollovers, Wealth Accumulation..., 401k, Mutual Funds, Wealth Preservation..., Annuities, Life Insurance, Medicare Supplements, Medicare Advantage, Disability Insurance, Income Protection, Critical Illness, Asset Protection, Insurance, Group Benefit Plans
Education
University of North Texas 2005 — 2007
BBA, Finance
Lisa Taube Lisa Taube's Prestige Wealth Management Experience 2012 - 2013
Job Administration Manager l Operations, Business Services & Accounting
Industry Real Estate
Experience
Exeter Group LLC 2013 - Present
CTC 2012 - Present
Prestige Wealth Management 2012 - 2013
St. Croix Cleaners 2008 - 2011
City of Oak Park Heights 1999 - 2006
Taylor's Antiques & Collectibles 1991 - 1999
Merced Capital (formerly EBF & Associates) 1988 - 1990
U.S. Bank 1983 - 1988
Pedro Manufacturing, Inc. 1980 - 1983
Skills
Direct Sales, Sales, Negotiation, Forecasting, Management, Human Resources, Customer Service, Customer Satisfaction, Inventory Management, Strategy, Benefits Administration, New Hire Orientations, Business Acumen, Sales Management, Project Management, Event Management, Communication, Onboarding, Event Planning, Account Management, Payroll, Strengthening Client..., Customer Service..., Leadership, Public Relations, Corporate Events, Meeting Planning, Front Office, Business Development, Coaching, Administration, Social Media, Operations Management, CRM (Client..., Time Management, Operational Planning, Revenue & Profit Growth, Employee Training, Community Organizations, Fundraising, Project Sponsorship, Public Speaking, Constant Contact, GoToMeeting, QuickBooks, Adobe, Open Table, Vista Plus
Education
St. Catherine University
Bachelor of Arts (B.A.), Business Administration Management: Economics and Accounting
Exeter Group LLC 2013 - Present
CTC 2012 - Present
Prestige Wealth Management 2012 - 2013
St. Croix Cleaners 2008 - 2011
City of Oak Park Heights 1999 - 2006
Taylor's Antiques & Collectibles 1991 - 1999
Merced Capital (formerly EBF & Associates) 1988 - 1990
U.S. Bank 1983 - 1988
Pedro Manufacturing, Inc. 1980 - 1983
Skills
Direct Sales, Sales, Negotiation, Forecasting, Management, Human Resources, Customer Service, Customer Satisfaction, Inventory Management, Strategy, Benefits Administration, New Hire Orientations, Business Acumen, Sales Management, Project Management, Event Management, Communication, Onboarding, Event Planning, Account Management, Payroll, Strengthening Client..., Customer Service..., Leadership, Public Relations, Corporate Events, Meeting Planning, Front Office, Business Development, Coaching, Administration, Social Media, Operations Management, CRM (Client..., Time Management, Operational Planning, Revenue & Profit Growth, Employee Training, Community Organizations, Fundraising, Project Sponsorship, Public Speaking, Constant Contact, GoToMeeting, QuickBooks, Adobe, Open Table, Vista Plus
Education
St. Catherine University
Bachelor of Arts (B.A.), Business Administration Management: Economics and Accounting
Heidi Helmeke Heidi Helmeke's Prestige Wealth Management Experience March 2000 - Present
Job Sr. Vice President,CFP of Prestige Wealth Management
Industry Financial Services
Experience
Prestige Wealth Management March 2000 - Present
Prestige Wealth Management March 2000 - May 2012
Skills
Retirement Planning, Estate Planning, Investment Advisory, Retirement Income..., Tax planning for...
Education
Marquette University 1986 — 1990
Prestige Wealth Management March 2000 - Present
Prestige Wealth Management March 2000 - May 2012
Skills
Retirement Planning, Estate Planning, Investment Advisory, Retirement Income..., Tax planning for...
Education
Marquette University 1986 — 1990
Mark Teerlinck Mark Teerlinck's Prestige Wealth Management Experience March 2008 - August 2010
Job Independent Private Wealth Manager : AvantGarde Advisors, specializing in Raytheon, Lockheed Martin, & Oracle employees
Industry Financial Services
Experience
Avant-Garde Advisors September 2010 - Present
Prestige Wealth Management March 2008 - August 2010
COUNTRY ® Financial January 2007 - March 2008
Skills
Investments, Strategic Financial..., Asset Managment, Portfolio Management, Retirement Planning, Equities, Wealth Management, Mutual Funds, Estate Planning, Securities, Investment Advisory, Risk Management, Financial Advisory
Education
University of Northern Colorado 1999 — 2003
BS, Kinesiology
Regis Jesuit High School
Avant-Garde Advisors September 2010 - Present
Prestige Wealth Management March 2008 - August 2010
COUNTRY ® Financial January 2007 - March 2008
Skills
Investments, Strategic Financial..., Asset Managment, Portfolio Management, Retirement Planning, Equities, Wealth Management, Mutual Funds, Estate Planning, Securities, Investment Advisory, Risk Management, Financial Advisory
Education
University of Northern Colorado 1999 — 2003
BS, Kinesiology
Regis Jesuit High School
Cameron Pritchett Cameron Pritchett's Prestige Wealth Management Experience May 2011 - August 2011
Job Associate Account Executive, Bond and Financial Products at Travelers Insurance
Industry Insurance
Experience
Travelers June 2013 - Present
University of Colorado- Physics Department August 2009 - May 2013
Prestige Wealth Management May 2011 - August 2011
Northwestern Mutual May 2010 - August 2010
Skills
Management Liability, Insurance, Underwriting, Cross Selling, Sales, Up-selling, Finance, Financial Analysis, Retirement Planning, Strategic Financial..., Life Insurance, Investments, Mutual Funds, Financial Modeling, Retirement, Securities, Financial Services, Microsoft Office, Microsoft Excel, Time Management, PowerPoint, Customer Service, Leadership
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Travelers June 2013 - Present
University of Colorado- Physics Department August 2009 - May 2013
Prestige Wealth Management May 2011 - August 2011
Northwestern Mutual May 2010 - August 2010
Skills
Management Liability, Insurance, Underwriting, Cross Selling, Sales, Up-selling, Finance, Financial Analysis, Retirement Planning, Strategic Financial..., Life Insurance, Investments, Mutual Funds, Financial Modeling, Retirement, Securities, Financial Services, Microsoft Office, Microsoft Excel, Time Management, PowerPoint, Customer Service, Leadership
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Daniel Grazel's Prestige Wealth Management Experience June 2010 - August 2010
Job Senior Consultant at Protiviti
Industry Management Consulting
Experience
Protiviti August 2012 - Present
Grant Thornton LLP January 2011 - August 2012
Prestige Wealth Management June 2010 - August 2010
Skills
Corporate Finance, Auditing, Accounting, Internal Audit, Financial Analysis, Financial Reporting
Education
Saint Joseph's University 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Protiviti August 2012 - Present
Grant Thornton LLP January 2011 - August 2012
Prestige Wealth Management June 2010 - August 2010
Skills
Corporate Finance, Auditing, Accounting, Internal Audit, Financial Analysis, Financial Reporting
Education
Saint Joseph's University 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance