Private Client Group, LLC
Description
Address: 200 State St 10th Floor, Boston, MA 02109 Hours: Open ⋅ Closes 5PM Monday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (866) 235-1248Place name: : : Category: Website: : : : : Website: https://www.tdbank.com/investments/private-client-group/private-client-group.html 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 question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of TD Wealth Private Client Group Posting publicly on the Web Write a review Reviews Be the first to review
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Private Client Group, LLC Employees
Employee
Years
Job
Industry
Amanda Seedorf Amanda Seedorf's Private Client Group, LLC Experience June 2008 - August 2008
Job Global Tax Controversy Intern at AIG
Industry Accounting
Experience
AIG June 2015 - August 2015
KPMG US January 2015 - March 2015
BELLUCCI NAPOLI June 2014 - December 2014
Pelham Country Club August 2013 - May 2014
Gretchen Scott Designs May 2013 - July 2013
Fahrenheit Physical Therapy April 2012 - December 2012
Meeblemail.com January 2012 - April 2012
Ruby Tuesday September 2011 - December 2011
Private Client Group LLC June 2008 - August 2008
Skills
Retail, Sales, Marketing, Time Management, Management, Insurance, Phone Etiquette, Data Entry, Filing, Accounting, Ethics, Financial Accounting, Managerial Accounting, Personal Training, QuickBooks, Philosophy, Bookkeeping, PowerPoint, Teamwork
Education
University of South Florida 2015 — 2016
Master of Science (MS), Taxation
Fordham University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Public Accounting, 3.5
Heythrop College, U. of London 2013 — 2013
AIG June 2015 - August 2015
KPMG US January 2015 - March 2015
BELLUCCI NAPOLI June 2014 - December 2014
Pelham Country Club August 2013 - May 2014
Gretchen Scott Designs May 2013 - July 2013
Fahrenheit Physical Therapy April 2012 - December 2012
Meeblemail.com January 2012 - April 2012
Ruby Tuesday September 2011 - December 2011
Private Client Group LLC June 2008 - August 2008
Skills
Retail, Sales, Marketing, Time Management, Management, Insurance, Phone Etiquette, Data Entry, Filing, Accounting, Ethics, Financial Accounting, Managerial Accounting, Personal Training, QuickBooks, Philosophy, Bookkeeping, PowerPoint, Teamwork
Education
University of South Florida 2015 — 2016
Master of Science (MS), Taxation
Fordham University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Public Accounting, 3.5
Heythrop College, U. of London 2013 — 2013
Ira Schack, JD, MBA, CFP™ Ira Schack, JD, MBA, CFP™'s Private Client Group, LLC Experience June 2004 - August 2010
Job Wealth Manager and Attorney Helping Clients Build and Preserve Their Financial Home
Industry Financial Services
Experience
Highland Wealth Advisors, LLC September 2011 - Present
Cornerstone Wealth Advisors, LLC August 2010 - Present
Law Offices of Ira Schack, PLLC October 2007 - Present
Private Client Group, LLC June 2004 - August 2010
CBIZ Accounting Tax and Advisory Services 2000 - 2004
Skills
Insurance Planning, Wealth Management, Estate Planning, Financial Planning, Retirement Planning, Succession Planning, Business Planning, High Net Worth..., Asset Management, Strategic Financial..., Portfolio Management, Investments, Wealth Management..., Financial Advisory, Long-term Care, Financial Planners, Trusts, IRAs, Disability Insurance, Retirement, Insurance, Finance, Investment Advisory, Small Business, Securities, Wealth, 401k, Asset Allocation, Alternative Investments
Education
St. John's University School of Law 1991 — 1994
JD, LAW
Hofstra University 1989 — 1990
MBA, Finance
Hofstra University
Bachelor of Business Administration (BBA), Accounting and Finance
Highland Wealth Advisors, LLC September 2011 - Present
Cornerstone Wealth Advisors, LLC August 2010 - Present
Law Offices of Ira Schack, PLLC October 2007 - Present
Private Client Group, LLC June 2004 - August 2010
CBIZ Accounting Tax and Advisory Services 2000 - 2004
Skills
Insurance Planning, Wealth Management, Estate Planning, Financial Planning, Retirement Planning, Succession Planning, Business Planning, High Net Worth..., Asset Management, Strategic Financial..., Portfolio Management, Investments, Wealth Management..., Financial Advisory, Long-term Care, Financial Planners, Trusts, IRAs, Disability Insurance, Retirement, Insurance, Finance, Investment Advisory, Small Business, Securities, Wealth, 401k, Asset Allocation, Alternative Investments
Education
St. John's University School of Law 1991 — 1994
JD, LAW
Hofstra University 1989 — 1990
MBA, Finance
Hofstra University
Bachelor of Business Administration (BBA), Accounting and Finance
Drew A. Bender Drew A. Bender's Private Client Group, LLC Experience 2008 - 2009
Job First Vice President & Trust Services Director
Industry Banking
Experience
Sterling National Bank May 2013 - Present
BNY Mellon, N.A. 2011 - 2013
Dentons 2009 - 2011
U.S. Trust, Bank of America Private Wealth Management 2009 - 2010
Private Client Group, LLC 2008 - 2009
United States Trust Company, N.A. 1999 - 2008
Citibank. N.A. (Citigroup) 1996 - 1999
Rosen & Reade, LLP 1992 - 1995
Skills
Fiduciary Law, Trust Management, Estate Administration, Trusts, Banking, Risk Management, Compliance, Trust Services, Estate Planning, Wealth Management, High Net Worth..., Family Office, Relationship Management, Life Insurance, KYC, Tax, AML, Wealth Management..., Fiduciary, Asset Management, Financial Services, Securities, Fixed Annuities, Fiduciary Services, Personal Trust..., Irrevocable Life..., Dynasty Trusts, Revocable Trusts, Personal Trust, Charitable Remainder..., Multi-generational..., Estate Preservation, Alternative Investments, Asset Allocation, Financial Risk, Investment Advisory, Private Banking, Mutual Funds, Insurance, Estate Tax Planning, Investment Management, Finance, Retirement Planning, Series 7, Investments, Wealth, Anti Money Laundering, Wealth Preservation...
Education
American Bankers Association - National Graduate Compliance School 2011 — 2011
Certificate, Banking & Fiduciary Compliance
New York Bankers Association - Trust, Estate, and Investment Schools 1996 — 2004
Graduate Level Certificates, Trusts & Estates Administration
NYU School of Continuing and Professional Studies - Legal 1996 — 1999
Grad. Cert., Trust & Estate Tax and Administration
Pace University 1981 — 1985
BA, History/Political Science
Sterling National Bank May 2013 - Present
BNY Mellon, N.A. 2011 - 2013
Dentons 2009 - 2011
U.S. Trust, Bank of America Private Wealth Management 2009 - 2010
Private Client Group, LLC 2008 - 2009
United States Trust Company, N.A. 1999 - 2008
Citibank. N.A. (Citigroup) 1996 - 1999
Rosen & Reade, LLP 1992 - 1995
Skills
Fiduciary Law, Trust Management, Estate Administration, Trusts, Banking, Risk Management, Compliance, Trust Services, Estate Planning, Wealth Management, High Net Worth..., Family Office, Relationship Management, Life Insurance, KYC, Tax, AML, Wealth Management..., Fiduciary, Asset Management, Financial Services, Securities, Fixed Annuities, Fiduciary Services, Personal Trust..., Irrevocable Life..., Dynasty Trusts, Revocable Trusts, Personal Trust, Charitable Remainder..., Multi-generational..., Estate Preservation, Alternative Investments, Asset Allocation, Financial Risk, Investment Advisory, Private Banking, Mutual Funds, Insurance, Estate Tax Planning, Investment Management, Finance, Retirement Planning, Series 7, Investments, Wealth, Anti Money Laundering, Wealth Preservation...
Education
American Bankers Association - National Graduate Compliance School 2011 — 2011
Certificate, Banking & Fiduciary Compliance
New York Bankers Association - Trust, Estate, and Investment Schools 1996 — 2004
Graduate Level Certificates, Trusts & Estates Administration
NYU School of Continuing and Professional Studies - Legal 1996 — 1999
Grad. Cert., Trust & Estate Tax and Administration
Pace University 1981 — 1985
BA, History/Political Science
Brian Bernier Brian Bernier's Private Client Group, LLC Experience June 2008 - November 2010
Job Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2011 - Present
Private Client Group LLC June 2008 - November 2010
E*Trade Financial Corp November 2004 - June 2008
Oppenheimer & Company Inc September 2003 - November 2004
Northwestern Mutual March 2002 - September 2003
Northwestern Mutual Life March 2002 - September 2003
Datek Online November 1999 - June 2001
Skills
Asset Allocation, Equities, Finance, Insurance, Investments, Management, Mutual Funds, Process Improvement, Securities, Series 63, Series 7
Education
Montclair State University
B.A, Human Ecology
FLHS
Morgan Stanley Smith Barney January 2011 - Present
Private Client Group LLC June 2008 - November 2010
E*Trade Financial Corp November 2004 - June 2008
Oppenheimer & Company Inc September 2003 - November 2004
Northwestern Mutual March 2002 - September 2003
Northwestern Mutual Life March 2002 - September 2003
Datek Online November 1999 - June 2001
Skills
Asset Allocation, Equities, Finance, Insurance, Investments, Management, Mutual Funds, Process Improvement, Securities, Series 63, Series 7
Education
Montclair State University
B.A, Human Ecology
FLHS
Wayne Schatzel, CPC Wayne Schatzel, CPC's Private Client Group, LLC Experience May 2008 - 2010
Job Dynamic Business Consultant to assist in your greatest success for your business, your career, or your life
Industry Professional Training & Coaching
Experience
Think Performance Coaching May 2009 - Present
Omni Funding Corp. March 2015 - Present
Private Client Group LLC May 2008 - 2010
Coverall Health-Based Cleaning System 2006 - 2007
Ricoh Business Solutions 2003 - 2005
CareerFairs USA 2000 - 2002
Philip Morris 1997 - 1999
CompuCom 1997 - 1999
US Computer 1995 - 1997
Skills
Coaching, Leadership Development, Team Building, New Business Development, Customer Relations, B2B, Consultative Selling, Sales Process, Sales Management, Marketing Strategy, Customer Service, Change Management, Small Business, Problem Solving, Account Management, Selling, Business Planning, Personal Development, Leadership, Life Coaching, Training, Entrepreneurship, Strategic Planning, Executive Coaching, Business Consulting, Business Process..., Management Consulting, Management, Sales
Education
Bethpage High School
North Babylon High School
iPEC
Certified Professional Coach, Professional Coach
Farmingdale State University of New York
Sports Management
Nassau Community College
Associate's Degree, Business Administration and Management, General, 3.03
Think Performance Coaching May 2009 - Present
Omni Funding Corp. March 2015 - Present
Private Client Group LLC May 2008 - 2010
Coverall Health-Based Cleaning System 2006 - 2007
Ricoh Business Solutions 2003 - 2005
CareerFairs USA 2000 - 2002
Philip Morris 1997 - 1999
CompuCom 1997 - 1999
US Computer 1995 - 1997
Skills
Coaching, Leadership Development, Team Building, New Business Development, Customer Relations, B2B, Consultative Selling, Sales Process, Sales Management, Marketing Strategy, Customer Service, Change Management, Small Business, Problem Solving, Account Management, Selling, Business Planning, Personal Development, Leadership, Life Coaching, Training, Entrepreneurship, Strategic Planning, Executive Coaching, Business Consulting, Business Process..., Management Consulting, Management, Sales
Education
Bethpage High School
North Babylon High School
iPEC
Certified Professional Coach, Professional Coach
Farmingdale State University of New York
Sports Management
Nassau Community College
Associate's Degree, Business Administration and Management, General, 3.03
Zachary Gordon Zachary Gordon's Private Client Group, LLC Experience May 2008 - July 2008
Job Associate at CBIZ MHM, LLC
Industry Financial Services
Experience
CBIZ MHM, LLC January 2014 - Present
Owen Company August 2012 - April 2013
Kelly School of Business September 2007 - May 2012
Sherwin Williams May 2011 - January 2012
MTX Wealth Management May 2010 - August 2010
Private Client Group LLC May 2008 - July 2008
Poh's Institute May 2008 - July 2008
Skills
Accounting, Wealth Management, Asset Allocation, Financial Modeling, Financial Analysis, Microsoft Excel, Finance, PowerPoint, Data Analysis, Spanish
Education
Indiana University - Kelley School of Business 2007 — 2012
Bachelor of Science, Business; Finance
The University of Memphis
Masters of Accountancy, Accounting - Tax
CBIZ MHM, LLC January 2014 - Present
Owen Company August 2012 - April 2013
Kelly School of Business September 2007 - May 2012
Sherwin Williams May 2011 - January 2012
MTX Wealth Management May 2010 - August 2010
Private Client Group LLC May 2008 - July 2008
Poh's Institute May 2008 - July 2008
Skills
Accounting, Wealth Management, Asset Allocation, Financial Modeling, Financial Analysis, Microsoft Excel, Finance, PowerPoint, Data Analysis, Spanish
Education
Indiana University - Kelley School of Business 2007 — 2012
Bachelor of Science, Business; Finance
The University of Memphis
Masters of Accountancy, Accounting - Tax
Julie McKay's Private Client Group, LLC Experience May 2006 - September 2009
Job Office Manager at Encompass Capital Advisors
Industry Financial Services
Experience
Encompass Capital Advisors January 2012 - Present
Avon January 2010 - 2011
Private Client Group LLC May 2006 - September 2009
JP Morgan Chase August 2005 - May 2006
Skills
Recruiting, Management, Insurance, Budgets, Training, Human Resources, Business Development, Start-ups, Project Planning, Outlook, Microsoft Excel, Negotiation, Team Building, Account Management, Employee Relations, Leadership, Social Networking, Investments, Microsoft Office
Education
University of Phoenix 2007 — 2010
MBA, Executive MBA
Ashland University 2001 — 2005
Bachelor Degree, Bachelor of Science & Education
Encompass Capital Advisors January 2012 - Present
Avon January 2010 - 2011
Private Client Group LLC May 2006 - September 2009
JP Morgan Chase August 2005 - May 2006
Skills
Recruiting, Management, Insurance, Budgets, Training, Human Resources, Business Development, Start-ups, Project Planning, Outlook, Microsoft Excel, Negotiation, Team Building, Account Management, Employee Relations, Leadership, Social Networking, Investments, Microsoft Office
Education
University of Phoenix 2007 — 2010
MBA, Executive MBA
Ashland University 2001 — 2005
Bachelor Degree, Bachelor of Science & Education
Steven S. Zeiger Steven S. Zeiger's Private Client Group, LLC Experience August 2006 - September 2010
Job Helping Attorneys, CPAs and RIAs increase their business enterprise in the UHNW marketplace.
Industry Financial Services
Experience
WaxmanCavnerLawson- M Financial Holdings December 2014 - Present
National Financial Partners 2011 - July 2014
Veralytic New York Insurance Banking Center January 2005 - January 2012
Private Client Group, LLC August 2006 - September 2010
Corporate Compensation Plans January 2000 - March 2005
Education
University of Pennsylvania - The Wharton School 1990 — 1992
CEBS, Finance, Insurance, Investments
State University of New York at Albany 1982 — 1986
BS in Finance, B.S. in Finance, Minor is Psychology and Sociology
Lynbrook High
WaxmanCavnerLawson- M Financial Holdings December 2014 - Present
National Financial Partners 2011 - July 2014
Veralytic New York Insurance Banking Center January 2005 - January 2012
Private Client Group, LLC August 2006 - September 2010
Corporate Compensation Plans January 2000 - March 2005
Education
University of Pennsylvania - The Wharton School 1990 — 1992
CEBS, Finance, Insurance, Investments
State University of New York at Albany 1982 — 1986
BS in Finance, B.S. in Finance, Minor is Psychology and Sociology
Lynbrook High
Alan Lazowick's Private Client Group, LLC Experience January 2009 - March 2010
Job Enhancing our clients bottom line quickly
Industry Financial Services
Experience
Global Venture Partners January 2000 - Present
Private Client Group, LLC January 2009 - March 2010
Americas Wine Club September 2007 - October 2009
PAP, Inc 2002 - 2005
WorldsAbove 1999 - 2001
Laurentian Group Ltd January 1975 - November 1999
Skills
Venture Capital, Start-ups, Entrepreneur, New Business Development, Private Equity, Strategic Partnerships, Business Planning, Strategy Development, Business Strategy, Entrepreneurship, E-commerce, Mergers & Acquisitions, Selling, Sales, Finance, Strategy, Business Intelligence, Investments, Management, Portfolio Management, Strategic Financial..., Financial Analysis, Restructuring, Executive Management, Asset Management, Due Diligence, Corporate Finance, Valuation, Financial Modeling, Emerging Markets, Business Valuation, Private Placements, Corporate Development
Education
Temple University - Fox School of Business and Management 1965 — 1969
Bachelor of Business Administration (BBA), Accounting and Finance
Global Venture Partners January 2000 - Present
Private Client Group, LLC January 2009 - March 2010
Americas Wine Club September 2007 - October 2009
PAP, Inc 2002 - 2005
WorldsAbove 1999 - 2001
Laurentian Group Ltd January 1975 - November 1999
Skills
Venture Capital, Start-ups, Entrepreneur, New Business Development, Private Equity, Strategic Partnerships, Business Planning, Strategy Development, Business Strategy, Entrepreneurship, E-commerce, Mergers & Acquisitions, Selling, Sales, Finance, Strategy, Business Intelligence, Investments, Management, Portfolio Management, Strategic Financial..., Financial Analysis, Restructuring, Executive Management, Asset Management, Due Diligence, Corporate Finance, Valuation, Financial Modeling, Emerging Markets, Business Valuation, Private Placements, Corporate Development
Education
Temple University - Fox School of Business and Management 1965 — 1969
Bachelor of Business Administration (BBA), Accounting and Finance
J.P. McGlynn J.P. McGlynn's Private Client Group, LLC Experience January 2009 - August 2010
Job Self Employed
Industry Marketing and Advertising
Experience
Karl Storz Endoscopy April 2014 - Present
CDW January 2014 - April 2014
DataSphere Technologies Inc. November 2012 - May 2013
Yelp.com August 2010 - March 2012
Private Client Group, LLC January 2009 - August 2010
Aperion Companies June 2005 - November 2008
Skills
Salesforce.com, Lead Generation, Online Marketing, Social Media, Social Networking, Event Planning, Customer Relations, Advertising, Outlook, PowerPoint, Word, Online Advertising, Excel, Scheduling, Microsoft Office, Account Management, Event Marketing, Client Services, B2B, Social Media Marketing, Public Relations, Cold Calling, SEM, Advertising Sales, PPC, Email Marketing, Marketing, Sales, Digital Media, Customer Service
Education
Arizona State University 2002 — 2006
Bachelor's Degree, Communication
Karl Storz Endoscopy April 2014 - Present
CDW January 2014 - April 2014
DataSphere Technologies Inc. November 2012 - May 2013
Yelp.com August 2010 - March 2012
Private Client Group, LLC January 2009 - August 2010
Aperion Companies June 2005 - November 2008
Skills
Salesforce.com, Lead Generation, Online Marketing, Social Media, Social Networking, Event Planning, Customer Relations, Advertising, Outlook, PowerPoint, Word, Online Advertising, Excel, Scheduling, Microsoft Office, Account Management, Event Marketing, Client Services, B2B, Social Media Marketing, Public Relations, Cold Calling, SEM, Advertising Sales, PPC, Email Marketing, Marketing, Sales, Digital Media, Customer Service
Education
Arizona State University 2002 — 2006
Bachelor's Degree, Communication
Wendy Sincuir's Private Client Group, LLC Experience May 2008 - Present
Job Director of Senior Partner Support/Firm Wide Marketing
Industry Financial Services
Experience
Private Client Group, LLC May 2008 - Present
Education
Berkeley 2004 — 2006
Private Client Group, LLC May 2008 - Present
Education
Berkeley 2004 — 2006
Peter Mikhail's Private Client Group, LLC Experience August 2008 - January 2010
Job VP Business Development at TreadHunter
Industry Information Technology and Services
Experience
TreadHunter January 2015 - Present
ADP TotalSource October 2009 - December 2014
Private Client Group LLC August 2008 - January 2010
BNI (Business Network International) Lakeshore Business Professionals 2008 - 2009
Mass Mutual 2007 - 2008
Assent LLC April 2002 - November 2007
Hold Brothers On-line Investment Services, LLC 2004 - 2007
Optimum Lightpath 2001 - 2002
Enkido 1999 - 2001
Scarlet Knotes 1996 - 1998
Skills
Series 7, Investments, Trading, Risk Management, Account Management, PEO, Business Development, Securities, Negotiation, 401k, Proprietary Trading, Series 63, Cold Calling, Sales, Employee Benefits, Financial Services, Analysis, Insurance, Payroll, Personnel Management, Salesforce.com, Outsourcing, Marketing Strategy, Sales Presentations, Sales Process, Retirement, Leadership, Workers Compensation, Networking, Employee Relations, Performance Management, CRM, ADP Payroll, Time, SaaS, HRO, Time & Attendance, Customer Retention, Management, Relationship Building, Team Building, Sales Management, New Business Development, Consulting, Solution Selling, Direct Sales, Strategic Planning, B2B, Strategic Partnerships
Education
Rutgers University-New Brunswick 1993 — 1998
BS, Environmental & Business Economics
TreadHunter January 2015 - Present
ADP TotalSource October 2009 - December 2014
Private Client Group LLC August 2008 - January 2010
BNI (Business Network International) Lakeshore Business Professionals 2008 - 2009
Mass Mutual 2007 - 2008
Assent LLC April 2002 - November 2007
Hold Brothers On-line Investment Services, LLC 2004 - 2007
Optimum Lightpath 2001 - 2002
Enkido 1999 - 2001
Scarlet Knotes 1996 - 1998
Skills
Series 7, Investments, Trading, Risk Management, Account Management, PEO, Business Development, Securities, Negotiation, 401k, Proprietary Trading, Series 63, Cold Calling, Sales, Employee Benefits, Financial Services, Analysis, Insurance, Payroll, Personnel Management, Salesforce.com, Outsourcing, Marketing Strategy, Sales Presentations, Sales Process, Retirement, Leadership, Workers Compensation, Networking, Employee Relations, Performance Management, CRM, ADP Payroll, Time, SaaS, HRO, Time & Attendance, Customer Retention, Management, Relationship Building, Team Building, Sales Management, New Business Development, Consulting, Solution Selling, Direct Sales, Strategic Planning, B2B, Strategic Partnerships
Education
Rutgers University-New Brunswick 1993 — 1998
BS, Environmental & Business Economics
Michael Gorman III's Private Client Group, LLC Experience May 2008 - September 2008
Job Intern at Aladdin Capital
Industry Financial Services
Experience
Aladdin Capital May 2009 - Present
Private Client Group, LLC May 2008 - September 2008
Education
Fairfield University 2006 — 2010
Aladdin Capital May 2009 - Present
Private Client Group, LLC May 2008 - September 2008
Education
Fairfield University 2006 — 2010
Alisa Turkina's Private Client Group, LLC Experience June 2010 - August 2010
Job Intern at Maricopa County Democratic Party
Industry Financial Services
Experience
Maricopa County Democratic Party June 2013 - Present
Private Client Group, LLC June 2010 - August 2010
Skills
Social Media, Event Planning, Political Campaigns, Volunteer Management, Voter Contact, Politics, Votebuilder
Education
Arizona State University, W. P. Carey School of Business 2013 — 2017
Sunnyslope High School 2009 — 2013
Maricopa County Democratic Party June 2013 - Present
Private Client Group, LLC June 2010 - August 2010
Skills
Social Media, Event Planning, Political Campaigns, Volunteer Management, Voter Contact, Politics, Votebuilder
Education
Arizona State University, W. P. Carey School of Business 2013 — 2017
Sunnyslope High School 2009 — 2013