Prestige Wealth Management Group
Description
Address: 31 NJ-12, Flemington, NJ 08822 Hours: Closed ⋅ Opens 8:30AM Wed Tuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (908) 379-8813Category: Website: : : : : : Place name: : Website: http://www.prestigewmg.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. Questions & answers Ask a questionBe the first to ask a questionPopular times Tuesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 6 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Prestige Wealth Management Group Posting publicly on the Web Write a review Reviews 7 Google reviews From Prestige Wealth Management Group "Locally Owned and Operated since 1994. Wealth Management Firm with professional staff who are always working towards achieving their client's goals."
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Prestige Wealth Management Group Employees
Employee
Years
Job
Industry
Judi Contursi Judi Contursi's Prestige Wealth Management Group Experience 2005 - 2006
Job Executive Assistant and LP Communications
Industry Venture Capital & Private Equity
Experience
Edison Partners February 2006 - Present
Prestige Wealth Management Group 2005 - 2006
Skills
Venture Capital, Private Equity, Teamwork, Organizational..., Office Management, Time Management, Microsoft Office, Customer Service, Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1984
Springfield College 1979 — 1982
Edison Partners February 2006 - Present
Prestige Wealth Management Group 2005 - 2006
Skills
Venture Capital, Private Equity, Teamwork, Organizational..., Office Management, Time Management, Microsoft Office, Customer Service, Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1984
Springfield College 1979 — 1982
Kenneth Paul, CFP® Kenneth Paul, CFP®'s Prestige Wealth Management Group Experience October 2010 - September 2014
Job Wealth Advisor at Alliance Wealth Management Group
Industry Financial Services
Experience
Alliance Wealth Management Group September 2014 - Present
Prestige Wealth Management Group October 2010 - September 2014
Prestige Wealth Management Group February 2008 - October 2010
Prestige Wealth Management Group February 2007 - February 2008
Vanguard 2004 - 2007
Skills
Financial Planning, Wealth Management, Retirement Planning, Insurance Planning and..., Employee Benefits..., Investment Planning, Income Tax Planning, Estate Planning
Education
Drexel University 1992 — 1999
BS, Hotel and Restaurant Management
Alliance Wealth Management Group September 2014 - Present
Prestige Wealth Management Group October 2010 - September 2014
Prestige Wealth Management Group February 2008 - October 2010
Prestige Wealth Management Group February 2007 - February 2008
Vanguard 2004 - 2007
Skills
Financial Planning, Wealth Management, Retirement Planning, Insurance Planning and..., Employee Benefits..., Investment Planning, Income Tax Planning, Estate Planning
Education
Drexel University 1992 — 1999
BS, Hotel and Restaurant Management
Yibin Yang, CFA Yibin Yang, CFA's Prestige Wealth Management Group Experience 2009 - September 2011
Job Multifaceted leader with a proven track record of driving operational excellence in highly competitive environments
Industry Financial Services
Experience
Canaan Capital LLC September 2011 - Present
Shanghai Launch Technical Automotive Center (上海龙创汽车设计有限公司） September 2011 - September 2013
Prestige Wealth Management Group 2009 - September 2011
JP Morgan 2006 - 2009
Bear Stearns 2006 - 2008
Longbow Research 2006 - 2006
Philips Research 1999 - 2006
Skills
Financial Modeling, Investments, Portfolio Management, Strategy, Financial Analysis, Business Development, Forecasting, Wealth Management, Valuation, Series 7, Equities, Finance, Asset Allocation, Equity Research, Strategic Planning, General Management, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and Accounting
New York University - Polytechnic School of Engineering
Master of Science (MS), Electrical Engineering
Tianjin University
Bachelor's degree, Electronic Engineering
Canaan Capital LLC September 2011 - Present
Shanghai Launch Technical Automotive Center (上海龙创汽车设计有限公司） September 2011 - September 2013
Prestige Wealth Management Group 2009 - September 2011
JP Morgan 2006 - 2009
Bear Stearns 2006 - 2008
Longbow Research 2006 - 2006
Philips Research 1999 - 2006
Skills
Financial Modeling, Investments, Portfolio Management, Strategy, Financial Analysis, Business Development, Forecasting, Wealth Management, Valuation, Series 7, Equities, Finance, Asset Allocation, Equity Research, Strategic Planning, General Management, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and Accounting
New York University - Polytechnic School of Engineering
Master of Science (MS), Electrical Engineering
Tianjin University
Bachelor's degree, Electronic Engineering
Steven Mula, CFA Steven Mula, CFA's Prestige Wealth Management Group Experience April 2012 - March 2013
Job Chief Investment Officer at JJ Burns & Company
Industry Financial Services
Experience
JJ Burns & Company March 2014 - Present
Prestige Wealth Management Group April 2012 - March 2013
Stamford CFA Society June 2011 - June 2012
BlackRock September 2007 - December 2008
GE Asset Management June 2005 - September 2007
Charles Schwab June 2000 - May 2005
Banc of America Investments January 1998 - June 2000
Banc of America Investments October 1995 - January 1998
State Street Bank 1993 - 1995
Skills
Asset Allocation, Portfolio Management, Investments, Mutual Funds, Bloomberg, Analysis, Product Management, Product Development, Fixed Income, ETFs, Analytics, Salesforce.com, Tamarac Rebalancer, Tamarac Advisor View
Education
University of Massachusetts Boston
BA, Economics (degree), math, literature
University of Massachusetts Boston
Bachelor's degree / Economics, Liberal Arts and Sciences, General Studies and Humanities
JJ Burns & Company March 2014 - Present
Prestige Wealth Management Group April 2012 - March 2013
Stamford CFA Society June 2011 - June 2012
BlackRock September 2007 - December 2008
GE Asset Management June 2005 - September 2007
Charles Schwab June 2000 - May 2005
Banc of America Investments January 1998 - June 2000
Banc of America Investments October 1995 - January 1998
State Street Bank 1993 - 1995
Skills
Asset Allocation, Portfolio Management, Investments, Mutual Funds, Bloomberg, Analysis, Product Management, Product Development, Fixed Income, ETFs, Analytics, Salesforce.com, Tamarac Rebalancer, Tamarac Advisor View
Education
University of Massachusetts Boston
BA, Economics (degree), math, literature
University of Massachusetts Boston
Bachelor's degree / Economics, Liberal Arts and Sciences, General Studies and Humanities
Lynne Vellucci's Prestige Wealth Management Group Experience October 2007 - August 2009
Job Vice President of Operations at Diamond Nation
Industry Recreational Facilities and Services
Experience
Diamond Nation August 2009 - Present
Prestige Wealth Management Group October 2007 - August 2009
HealthQuest of Hunterdon October 2000 - September 2006
Skills
QuickBooks, Event Planning, System Administration, Microsoft Office, Customer Service, Accounts Payable, PowerPoint, Office Management, Leadership Development, Inventory Management, Accounts Receivable, Microsoft Excel, Management, Microsoft Word, Accounting, Administration, Event Management, Leadership, Marketing, Team Building, Team Leadership, Time Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Diamond Nation August 2009 - Present
Prestige Wealth Management Group October 2007 - August 2009
HealthQuest of Hunterdon October 2000 - September 2006
Skills
QuickBooks, Event Planning, System Administration, Microsoft Office, Customer Service, Accounts Payable, PowerPoint, Office Management, Leadership Development, Inventory Management, Accounts Receivable, Microsoft Excel, Management, Microsoft Word, Accounting, Administration, Event Management, Leadership, Marketing, Team Building, Team Leadership, Time Management
Education
Rutgers, The State University of New Jersey-New Brunswick
John DeAngelo, CFP® John DeAngelo, CFP®'s Prestige Wealth Management Group Experience June 2012 - Present
Job Managing Director and Wealth Advisor at Prestige Wealth Management Group
Industry Financial Services
Experience
Prestige Wealth Management Group June 2012 - Present
Merrill Lynch March 2008 - June 2012
Charles Schwab June 2000 - February 2008
Skills
Financial Planning, Wealth Management, Estate Planning, Investment Management, Risk Management, Retirement Planning, Investments, Alternative Investments, Asset Management
Education
Stockton University 1993 — 1997
Bachelor of Science (B.S.), Economics
Prestige Wealth Management Group June 2012 - Present
Merrill Lynch March 2008 - June 2012
Charles Schwab June 2000 - February 2008
Skills
Financial Planning, Wealth Management, Estate Planning, Investment Management, Risk Management, Retirement Planning, Investments, Alternative Investments, Asset Management
Education
Stockton University 1993 — 1997
Bachelor of Science (B.S.), Economics
Kathy Boyle's Prestige Wealth Management Group Experience November 2009 - May 2012
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones May 2012 - Present
Jeanne Murphy Public Relations April 2012 - Present
Prestige Wealth Management Group November 2009 - May 2012
Dow Jones Indexes October 2002 - November 2009
Dow Jones Indexes December 2004 - July 2006
Dow Jones February 2003 - December 2004
Dow Jones February 2002 - February 2003
Adjunct Educator 2000 - 2002
Interior Solutions 1993 - 2002
AT&T June 1990 - December 1993
Skills
Client Relationship..., New Business Development, Marketing Communications, Public Relations, Office Management, Web Content, Advertising, CRM, Lead Generation, Social Media Marketing, Competitive Analysis, Marketing, Email Marketing, Leadership, Strategy, Management, Sales, Social Media
Education
University of Delaware - Lerner College of Business and Economics 1982 — 1986
BS, Marketing
Edward Jones May 2012 - Present
Jeanne Murphy Public Relations April 2012 - Present
Prestige Wealth Management Group November 2009 - May 2012
Dow Jones Indexes October 2002 - November 2009
Dow Jones Indexes December 2004 - July 2006
Dow Jones February 2003 - December 2004
Dow Jones February 2002 - February 2003
Adjunct Educator 2000 - 2002
Interior Solutions 1993 - 2002
AT&T June 1990 - December 1993
Skills
Client Relationship..., New Business Development, Marketing Communications, Public Relations, Office Management, Web Content, Advertising, CRM, Lead Generation, Social Media Marketing, Competitive Analysis, Marketing, Email Marketing, Leadership, Strategy, Management, Sales, Social Media
Education
University of Delaware - Lerner College of Business and Economics 1982 — 1986
BS, Marketing
Robert Renshaw, CFP®'s Prestige Wealth Management Group Experience April 2013 - March 2015
Job Senior Financial Strategist | CFP(R) Professional | Registered Investment Advisor
Industry Financial Services
Experience
Fountainhead Capital Management - RIA March 2015 - Present
Prestige Wealth Management Group April 2013 - March 2015
AEPG® Wealth Strategies June 2008 - April 2013
Nisivoccia & Company June 2003 - June 2008
Thomson Reuters January 1998 - June 2003
Skills
Retirement Planning, Investments, Estate Planning, Investment Advisory, Personal Financial..., Wealth Management..., Investment Strategies, Financial Planners
Education
Montclair State University 1991 — 1996
BS, Accounting
Kearny High School 1984 — 1991
Fountainhead Capital Management - RIA March 2015 - Present
Prestige Wealth Management Group April 2013 - March 2015
AEPG® Wealth Strategies June 2008 - April 2013
Nisivoccia & Company June 2003 - June 2008
Thomson Reuters January 1998 - June 2003
Skills
Retirement Planning, Investments, Estate Planning, Investment Advisory, Personal Financial..., Wealth Management..., Investment Strategies, Financial Planners
Education
Montclair State University 1991 — 1996
BS, Accounting
Kearny High School 1984 — 1991
Ashlee Garcia Ashlee Garcia's Prestige Wealth Management Group Experience February 2015 - April 2015
Job Government Relations
Industry Government Relations
Experience
SELF EMPLOYED June 2012 - Present
Prestige Wealth Management Group February 2015 - April 2015
38TH DISTRICT ASSEMBLY OFFICE February 2014 - May 2014
RAMAPO COLLEGE September 2011 - May 2014
MORRISTOWN NEIGHBORHOOD HOUSE June 2013 - August 2013
SELF EMPLOYED January 2013 - May 2013
SHOPRITE OF FLEMINGTON November 2007 - August 2011
VOLUNTEER SERVICE September 2008 - June 2009
AGNES DEWITT DAY June 2005 - August 2006
Skills
Leadership, Teaching, Research, Facebook, Public Speaking, Social Media, PowerPoint, Editing, Spanish, Event Planning, Microsoft Office, Social Networking, Higher Education, Microsoft Word, Community Outreach
Education
Ramapo College of New Jersey 2010 — 2014
Bachelor of Arts (B.A.), International Studies and Political Science, 3.5
SELF EMPLOYED June 2012 - Present
Prestige Wealth Management Group February 2015 - April 2015
38TH DISTRICT ASSEMBLY OFFICE February 2014 - May 2014
RAMAPO COLLEGE September 2011 - May 2014
MORRISTOWN NEIGHBORHOOD HOUSE June 2013 - August 2013
SELF EMPLOYED January 2013 - May 2013
SHOPRITE OF FLEMINGTON November 2007 - August 2011
VOLUNTEER SERVICE September 2008 - June 2009
AGNES DEWITT DAY June 2005 - August 2006
Skills
Leadership, Teaching, Research, Facebook, Public Speaking, Social Media, PowerPoint, Editing, Spanish, Event Planning, Microsoft Office, Social Networking, Higher Education, Microsoft Word, Community Outreach
Education
Ramapo College of New Jersey 2010 — 2014
Bachelor of Arts (B.A.), International Studies and Political Science, 3.5
Alyssa McMahon, CFP® Alyssa McMahon, CFP®'s Prestige Wealth Management Group Experience October 2014 - Present
Job Director of Financial Planner and Investment Operations at Prestige Wealth Management Group
Industry Financial Services
Experience
Prestige Wealth Management Group October 2014 - Present
Prestige Wealth Management Group February 2013 - September 2014
AEPG™ Wealth Strategies September 2005 - January 2013
Skills
Asset Allocation, Investments, Financial Planning, Finance, Wealth, Investment Advisory, Wealth Management, Retirement Planning, Portfolio Management, Mutual Funds, Asset Management
Education
Rutgers University-New Brunswick 2003 — 2005
MBA, Finance
Montclair State University 1999 — 2002
BS, Finance and Managment
Ridge High
Ridge High
Prestige Wealth Management Group October 2014 - Present
Prestige Wealth Management Group February 2013 - September 2014
AEPG™ Wealth Strategies September 2005 - January 2013
Skills
Asset Allocation, Investments, Financial Planning, Finance, Wealth, Investment Advisory, Wealth Management, Retirement Planning, Portfolio Management, Mutual Funds, Asset Management
Education
Rutgers University-New Brunswick 2003 — 2005
MBA, Finance
Montclair State University 1999 — 2002
BS, Finance and Managment
Ridge High
Ridge High
Steven Maiorano Steven Maiorano's Prestige Wealth Management Group Experience May 2010 - July 2013
Job Program Manager at Women's Center for Entrepreneurship Corporation
Industry Marketing and Advertising
Experience
Women's Center for Entrepreneurship Corporation 2014 - Present
Prestige Wealth Management Group May 2010 - July 2013
SHI January 2008 - January 2009
SHI August 2004 - January 2008
SHI August 2001 - August 2004
Skills
Marketing, Advertising, Account Management, Marketing Strategy, Email Marketing, Management, Market Planning, Microsoft Office, Social Media, Analysis, New Business Development, Customer Service, Solution Selling, Channel, Business Development, Press Releases, Contract Negotiation, Sales Process, Budgets, Training, Newsletters, Fundraising, Lead Generation
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1999
B.S. Marketing, Marketing, English
Edison High School 1990 — 1994
Women's Center for Entrepreneurship Corporation 2014 - Present
Prestige Wealth Management Group May 2010 - July 2013
SHI January 2008 - January 2009
SHI August 2004 - January 2008
SHI August 2001 - August 2004
Skills
Marketing, Advertising, Account Management, Marketing Strategy, Email Marketing, Management, Market Planning, Microsoft Office, Social Media, Analysis, New Business Development, Customer Service, Solution Selling, Channel, Business Development, Press Releases, Contract Negotiation, Sales Process, Budgets, Training, Newsletters, Fundraising, Lead Generation
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1999
B.S. Marketing, Marketing, English
Edison High School 1990 — 1994
Steven M. Fox Steven M. Fox's Prestige Wealth Management Group Experience November 2012 - September 2014
Job Partner, Chief Operating Officer at Alliance Wealth Management Group
Industry Financial Services
Experience
Alliance Wealth Management Group September 2014 - Present
Freedom Valley YMCA February 2010 - Present
Prestige Wealth Management Group November 2012 - September 2014
DBJ Interactive Solutions, LLC July 2009 - October 2012
Vanguard August 1996 - July 2009
Skills
Client Relationship..., Campaign Execution, Project Management, Corporate Budgeting, New Business Development, Sales Management, Strategic Planning, Marketing Resource..., Multichannel Campaign..., Marketing Research, Analytics and Metrics, Advisory Boards, Database Marketing
Education
Grand Canyon University 1997 — 1999
Master of Business Administration, Finance
Tiffin University 1991 — 1995
Bachelor of Business Administration, Finance
Alliance Wealth Management Group September 2014 - Present
Freedom Valley YMCA February 2010 - Present
Prestige Wealth Management Group November 2012 - September 2014
DBJ Interactive Solutions, LLC July 2009 - October 2012
Vanguard August 1996 - July 2009
Skills
Client Relationship..., Campaign Execution, Project Management, Corporate Budgeting, New Business Development, Sales Management, Strategic Planning, Marketing Resource..., Multichannel Campaign..., Marketing Research, Analytics and Metrics, Advisory Boards, Database Marketing
Education
Grand Canyon University 1997 — 1999
Master of Business Administration, Finance
Tiffin University 1991 — 1995
Bachelor of Business Administration, Finance
Annie Stiles, CFP, ChFC, CRPC Annie Stiles, CFP, ChFC, CRPC's Prestige Wealth Management Group Experience June 2011 - July 2012
Job Vice President of Financial Planning Cantor Fitzgerald Wealth Partners
Industry Financial Services
Experience
Cantor Fitzgerald Wealth Partners July 2012 - Present
Raritan Valley Community College January 2004 - Present
Prestige Wealth Management Group June 2011 - July 2012
Merrill Lynch January 1980 - December 2010
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Finance, Analysis, Retirement Planning, Financial Planners, Personal Finance, Financial Planning, Asset Allocation, Retirement, Asset Management, Financial Analysis
Education
The American College
Masters, Financial Services
Raritan Valley Community College
West Chester University
B.S. degree, Business Management
Cantor Fitzgerald Wealth Partners July 2012 - Present
Raritan Valley Community College January 2004 - Present
Prestige Wealth Management Group June 2011 - July 2012
Merrill Lynch January 1980 - December 2010
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Finance, Analysis, Retirement Planning, Financial Planners, Personal Finance, Financial Planning, Asset Allocation, Retirement, Asset Management, Financial Analysis
Education
The American College
Masters, Financial Services
Raritan Valley Community College
West Chester University
B.S. degree, Business Management
Jon M. Goldenberg, CFP's Prestige Wealth Management Group Experience August 2006 - February 2008
Job Investment Consultant with Scottrade
Industry Financial Services
Experience
Cordasco Financial Network, LLC January 2012 - March 2013
RBC Wealth Management - The Cordasco Group June 2011 - July 2012
AP Lubrano & Co. Inc. April 2008 - November 2010
Prestige Wealth Management Group August 2006 - February 2008
Creative Financial Group 2004 - 2006
Charles Schwab 2002 - 2004
Brokerage Advisory Services Corp 2000 - 2002
The Vanguard Group 1991 - 1999
Skills
Wealth Management, Investments
Education
Pennsylvania State University-Great Valley Graduate Center 1994 — 1996
MMS, Business Administration
Temple University 1987 — 1991
BBA, Business Administration
Cordasco Financial Network, LLC January 2012 - March 2013
RBC Wealth Management - The Cordasco Group June 2011 - July 2012
AP Lubrano & Co. Inc. April 2008 - November 2010
Prestige Wealth Management Group August 2006 - February 2008
Creative Financial Group 2004 - 2006
Charles Schwab 2002 - 2004
Brokerage Advisory Services Corp 2000 - 2002
The Vanguard Group 1991 - 1999
Skills
Wealth Management, Investments
Education
Pennsylvania State University-Great Valley Graduate Center 1994 — 1996
MMS, Business Administration
Temple University 1987 — 1991
BBA, Business Administration
Michael High, CFA, CFP's Prestige Wealth Management Group Experience April 2015 - Present
Job Senior Portfolio Manager at Prestige Wealth Management Group
Industry Financial Services
Experience
Prestige Wealth Management Group April 2015 - Present
McQueen, Ball & Associates August 2012 - April 2015
AP Lubrano & Co July 2011 - August 2012
Brinker Capital October 2004 - July 2011
Skills
Investment Strategies, Alternative Investments, Asset Allocation, Mutual Funds, ETFs, Asset Managment, Investments, Investment Advisory, Wealth Management, Equities, Financial Analysis, Securities, Financial Services, Private Equity, Due Diligence, Investment Management
Education
La Salle University 1998 — 2002
Prestige Wealth Management Group April 2015 - Present
McQueen, Ball & Associates August 2012 - April 2015
AP Lubrano & Co July 2011 - August 2012
Brinker Capital October 2004 - July 2011
Skills
Investment Strategies, Alternative Investments, Asset Allocation, Mutual Funds, ETFs, Asset Managment, Investments, Investment Advisory, Wealth Management, Equities, Financial Analysis, Securities, Financial Services, Private Equity, Due Diligence, Investment Management
Education
La Salle University 1998 — 2002
Donna Sullivan's Prestige Wealth Management Group Experience August 2012 - May 2014
Job Administrative Manager, V.P. Merrill Lynch South Jersey Complex
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Prestige Wealth Management Group August 2012 - May 2014
Wells Fargo Advisors, LLC January 2007 - August 2012
Wachovia Securities Financial Network November 2001 - January 2007
Prudential Securities November 1998 - November 2001
Prudential Securities November 1996 - November 1998
Prudential Securities December 1991 - November 1996
Skills
Risk Management, Compliance, GIPS Compliance, Unified Managed Accounts, SEC filings, FINRA, Securities, Insurance, Investment Advisory, Series 63, Series 7, Series 65, Series 24, Series 3, Series 8 (9/10)
Education
Monmouth University 1994 — 1999
MBA, Business Administration and Management, General
Rutgers University-New Brunswick 1986 — 1990
BA, Communication, History
Merrill Lynch May 2014 - Present
Prestige Wealth Management Group August 2012 - May 2014
Wells Fargo Advisors, LLC January 2007 - August 2012
Wachovia Securities Financial Network November 2001 - January 2007
Prudential Securities November 1998 - November 2001
Prudential Securities November 1996 - November 1998
Prudential Securities December 1991 - November 1996
Skills
Risk Management, Compliance, GIPS Compliance, Unified Managed Accounts, SEC filings, FINRA, Securities, Insurance, Investment Advisory, Series 63, Series 7, Series 65, Series 24, Series 3, Series 8 (9/10)
Education
Monmouth University 1994 — 1999
MBA, Business Administration and Management, General
Rutgers University-New Brunswick 1986 — 1990
BA, Communication, History
Elizabeth Maya's Prestige Wealth Management Group Experience September 2010 - March 2011
Job Accountant at Sherman & Company, CPAs
Industry Accounting
Experience
Sherman & Company, CPAs April 2014 - Present
Prestige Wealth Management Group September 2010 - March 2011
Education
Lehigh University
Master of Business Administration (MBA), Finance, General
Penn State University
Bachelor of Science (BS), Accounting
Sherman & Company, CPAs April 2014 - Present
Prestige Wealth Management Group September 2010 - March 2011
Education
Lehigh University
Master of Business Administration (MBA), Finance, General
Penn State University
Bachelor of Science (BS), Accounting
Kristen Josephs (Volpe)'s Prestige Wealth Management Group Experience June 2009 - August 2009
Job Portfolio Management Associate at Hall Capital Partners LLC
Industry Investment Management
Experience
Hall Capital Partners LLC July 2013 - Present
Hall Capital Partners LLC February 2011 - Present
Cream King May 2002 - February 2011
Washington Crossing Coffee Co. October 2010 - January 2011
Saxby's Georgetown January 2008 - May 2010
Prestige Wealth Management Group June 2009 - August 2009
Education
Georgetown University - The McDonough School of Business 2006 — 2010
BSBA, Finance
Hopewell Valley Central High School 2002 — 2006
Georgetown University
Hall Capital Partners LLC July 2013 - Present
Hall Capital Partners LLC February 2011 - Present
Cream King May 2002 - February 2011
Washington Crossing Coffee Co. October 2010 - January 2011
Saxby's Georgetown January 2008 - May 2010
Prestige Wealth Management Group June 2009 - August 2009
Education
Georgetown University - The McDonough School of Business 2006 — 2010
BSBA, Finance
Hopewell Valley Central High School 2002 — 2006
Georgetown University
Sean Barczynski's Prestige Wealth Management Group Experience January 2013 - September 2014
Job Client Services Manager at Alliance Wealth Management Group
Industry Information Technology and Services
Experience
Alliance Wealth Management Group January 2015 - Present
Prestige Wealth Management Group January 2013 - September 2014
DBJ Interactive Solutions, LLC October 2010 - January 2013
Schuylkill Valley Sporting Goods July 2004 - June 2012
Manpower Professional February 2010 - August 2010
Skills
Active Directory, Technical Support
Education
Bloomsburg University of Pennsylvania 2005 — 2009
BS, Computer & Information Science
Alliance Wealth Management Group January 2015 - Present
Prestige Wealth Management Group January 2013 - September 2014
DBJ Interactive Solutions, LLC October 2010 - January 2013
Schuylkill Valley Sporting Goods July 2004 - June 2012
Manpower Professional February 2010 - August 2010
Skills
Active Directory, Technical Support
Education
Bloomsburg University of Pennsylvania 2005 — 2009
BS, Computer & Information Science
Joseph C Lembo's Prestige Wealth Management Group Experience January 2015 - Present
Job Proactive Tax Consulting and Planning
Industry
Experience
Prestige Wealth Management Group January 2015 - Present
WTP Advisors December 2007 - December 2014
Pinnacle Foods Corporation January 2006 - November 2007
The Newark Group 1988 - December 2005
Heldor Industries , Inc 1986 - 1988
Warner Lambert Co , (pharmaceutical) 1980 - 1986
Sterling Drug, Inc 1977 - 1980
Illinois Department of Revenue 1974 - 1977
Skills
Proficient...
Education
Fairleigh Dickinson University
Bachelor of Science (BS) Accounting , MBA
Fairleigh Dickinson University
Bachelor of Science (BS) , Masters of Businesss Administration, BS Accounting, MBA Taxation
Prestige Wealth Management Group January 2015 - Present
WTP Advisors December 2007 - December 2014
Pinnacle Foods Corporation January 2006 - November 2007
The Newark Group 1988 - December 2005
Heldor Industries , Inc 1986 - 1988
Warner Lambert Co , (pharmaceutical) 1980 - 1986
Sterling Drug, Inc 1977 - 1980
Illinois Department of Revenue 1974 - 1977
Skills
Proficient...
Education
Fairleigh Dickinson University
Bachelor of Science (BS) Accounting , MBA
Fairleigh Dickinson University
Bachelor of Science (BS) , Masters of Businesss Administration, BS Accounting, MBA Taxation