Private Wealth Management

Description

Private banking is banking, investment and other financial services provided by banks to high-net-worth individuals with high levels of income or sizable assets. The term "private" refers to customer service rendered on a more personal basis than in mass-market retail banking, usually via dedicated bank advisers.

Private Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Private Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Private Wealth Management Employees

Employee
Years
Job
Industry
Judy Mathew Judy Mathew Alpharetta, Georgia Details
Judy Mathew's Private Wealth Management Experience March 2014 - Present
Job Operations Associate at Private Wealth Management Firm
Industry Financial Services
Experience
Private Wealth Management   March 2014 - Present
Atlanta Hawks  September 2013 - February 2014
Kennesaw State University  April 2013 - October 2013

Skills
Strategic Planning, Community Development, Event Planning, Marketing, Public Speaking, Management

Education
Kennesaw State University   2010 — 2013
Bachelor of Science (B.S.), Human Services, Nonprofit Administration

Justin Stange Justin Stange Itasca, Illinois Details
Justin Stange's Private Wealth Management Experience July 2015 - August 2015
Job Student Studying Marketing at Indiana University Bloomington
Industry Marketing and Advertising
Experience
Lambda Chi Alpha  October 2014 - Present
Private Wealth Management   July 2015 - August 2015
Des Plaines Office Equipment  May 2015 - June 2015
Black Steer Charhouse   May 2012 - August 2014
Service In Action   January 2013 - June 2013

Skills
Time Management, Public Speaking, People Skills, Managing Events, Problem Solving, Business Minded, Deligation, Event Planning, Analytical Skills, Microsoft Excel

Education
Indiana University Bloomington   2013 — 2017
Marketing, Junior

Sara Appel Sara Appel Orange County, California Area Details
Sara Appel's Private Wealth Management Experience August 2008 - April 2013
Job Junior Business Analyst
Industry Government Relations
Experience
Tripepi Smith & Associates   June 2014 - Present
CIvic Business Journal   June 2014 - Present
Private Wealth Management   August 2008 - April 2013
Blue Laguna/ Blue Moon   September 2009 - February 2012

Skills
Social Networking, Social Media, Sales, Social Media Marketing, Marketing, Facebook, Sponsorship, Marketing Strategy, Press Releases, Editing, Brand Development, Management, Time Management, Market Research, Public Relations, Blogging, Copywriting, SEO, Content Development, Marketing Communications, Digital Marketing, Online Marketing, Internal Communications, Direct Marketing

Education
Chapman University
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, Minor in Law & Public Policy

Laguna Beach High School   2002 — 2007
High School Diploma

Aaron Kolkman, CFP®, AAMS® Aaron Kolkman, CFP®, AAMS® Greater Minneapolis-St. Paul Area Details
Aaron Kolkman, CFP®, AAMS®'s Private Wealth Management Experience November 2008 - September 2010
Job
Industry Financial Services
Experience
Boulevard Wealth Management   December 2008 - Present
Private Wealth Management   November 2008 - September 2010
BMO Harris Bank  November 2004 - November 2008
BBVA Compass  January 2004 - December 2004

Skills
Estate Planning, Investment Management, Financial Planners, Risk Management, Wealth Management..., Estate Tax Planning, Strategic Financial..., Trust Funding, Charitable Trusts, GRATs, Business Succession, Personal Tax Planning, Asset Management, Investments, Retirement, Retirement Planning, Employee Benefits, Strategic Partnerships, Mutual Funds, Funding, Leadership, Succession Planning, Insurance, Fixed Annuities, Finance, Financial Planning, Portfolio Management

Education
College for Financial Planning   2014 — 2016
Master's Degree

College for Financial Planning   2005 — 2012
Certified Financial Planner(TM) Coursework

College for Financial Planning   2011 — 2011
AAMS

University of St. Thomas   1995 — 1999
B.A.

North Platte High School   1991 — 1995
Diploma

Alexander Nash Alexander Nash Los Angeles, California Details
Alexander Nash's Private Wealth Management Experience January 2014 - May 2014
Job Associate at TM Financial Forensics LLC
Industry Financial Services
Experience
TM Financial Forensics LLC  September 2015 - Present
Private Wealth Management   January 2014 - May 2014
HOOLIGAN Theatre Company  September 2010 - June 2013
Smart Entertainment  January 2013 - March 2013
Century 21  July 2012 - September 2012

Education
University of California, Los Angeles   2010 — 2015
Bachelor's Degree, Economics

Mun Gyu Choi Mun Gyu Choi Malvern, Pennsylvania Details
Mun Gyu Choi's Private Wealth Management Experience February 2013 - June 2014
Job Retirement Associate at Vanguard
Industry Financial Services
Experience
Vanguard  August 2014 - Present
Private Wealth Management   February 2013 - June 2014
Notre Dame Federal Credit Union  August 2012 - February 2013
Republic of Korea Army  November 2009 - April 2011
Hi Investment Bank   June 2009 - September 2009
DYNE Accounting Corporation   June 2007 - August 2007

Skills
Microsoft Excel, Access, Financial Modeling, Microsoft Word, PowerPoint, Financial Analysis, Microsoft Office, Research, Bloomberg, Financial Reporting, Banking, Customer Service, Public Speaking, Analysis, Management, Project Management, Teamwork

Education
University of Notre Dame - Mendoza College of Business   2006 — 2012
B.B.A., Finance

The Lawrenceville School   2003 — 2006
Associate's degree, Organic Chemistry

Heidi Colgate-Tamblyn Heidi Colgate-Tamblyn Fort Myers, Florida Area Details
Heidi Colgate-Tamblyn's Private Wealth Management Experience May 2012 - Present
Job Senior Vice President
Industry Banking
Experience
Private Wealth Management   May 2012 - Present
SunTrust Bank  May 2009 - May 2012
SunTrust Bank  November 2005 - May 2012
Lee County President, SunTrust Bank Southwest Florida   November 2005 - May 2009
Retail Loan   January 2005 - November 2005
Fifth Third Bank  December 2000 - November 2005
Fifth Third Bank  December 2000 - December 2004
SunTrust Bank  January 1996 - December 2000
NationsBank/Citizens & Southern Bank   January 1989 - January 1996
Macy's California  January 1983 - January 1985

Skills
Small Business Lending, Commercial Lending, Commercial Banking, Credit Analysis, Credit, Retail Banking, Mortgage Banking, Credit Risk, Mortgage Lending, Portfolio Management, Cash Management, Refinance, USDA, FHA, Risk Management, Investment Management, Underwriting, Financial Services, Finance, Lines Of Credit, Strategic Financial..., Consumer Lending

Education
University of California   1978 — 1983
Bachelor of Science, Business/Managerial Economics

Sophie Payannet Sophie Payannet Atlanta, Georgia Details
Sophie Payannet's Private Wealth Management Experience April 2013 - July 2014
Job Administrative Coordinator at Asklepion Pharmaceuticals LLC
Industry Financial Services
Experience
Asklepion Pharmaceuticals LLC   March 2015 - Present
CAR Financial Services  August 2014 - February 2015
Private Wealth Management   April 2013 - July 2014
Rocket Skate   July 2011 - May 2014
Danse Etoile Ballet   June 2010 - January 2014
YMCA of Boulder Valley  January 2010 - January 2014
SomaLogic  June 2012 - August 2012

Skills
Microsoft Office, Marketing, Management, Microsoft Excel, Bilingual in English..., Sales, Leadership, Program Management, Research, Public Speaking, Teaching, Retail, PowerPoint, Event Planning, Analysis, Social Media, Proficient in German, SQL, Microsoft SQL Server, Microsoft Word

Education
University of Colorado at Boulder   2009 — 2013
Bachelor of Arts (B.A.), Molecular Cellular Developmental Biology

University of Colorado at Boulder - Leeds School of Business   2009 — 2013
Bachelor of Science (B.S.), Finance, General

Stephanie Quillen Stephanie Quillen Greater New York City Area Details
Stephanie Quillen's Private Wealth Management Experience September 2013 - December 2013
Job Account Management and Business Development at Specialty Freight
Industry Logistics and Supply Chain
Experience
Specialty Freight Services, Inc.   January 2014 - Present
Private Wealth Management   September 2013 - December 2013
Congregation Beth El  January 2007 - June 2013
Image Beauty   2005 - 2007

Skills
Sales, Customer Service, Account Management, Logistics, Transportation, Negotiation, Sales Management, Management, Strategic Planning, Operations Management, Professional Services, Advertising, Event Planning, Fundraising, Office Administration, Inventory Management, Creative Services, Social Networking, Art, Office Management, Community Outreach, Staff Development, Creative Writing, Nonprofits, Team Building, Teaching, Sign Language

Education
Kaplan University   2011 — 2013
Bachelor's degree, Communications, 3.8/4.0 GPA

Burlington County College   2011 — 2013
Associate of Arts (AA), ASL/IEP

Burlington County College   2004 — 2007
Liberal Arts, Theatre

Colleen Chance Colleen Chance United States Details
Colleen Chance's Private Wealth Management Experience November 2012 - Present
Job Director of Marketing and Client Relations at Private Wealth Management
Industry Financial Services
Experience
Private Wealth Management   November 2012 - Present
Strategic Partners  December 2007 - November 2012

Education
University of Missouri-Columbia

Ellen Robbins Ellen Robbins Greater Memphis Area Details
Ellen Robbins's Private Wealth Management Experience May 2012 - August 2013
Job Accounting Student at the University of Memphis
Industry Accounting
Experience
Methodist Healthcare  September 2013 - Present
Private Wealth Management   May 2012 - August 2013
Mississippi Riverkings  October 2012 - January 2013
Sterling Ledger, LLC   November 2011 - April 2012
Sears Federal Credit Union   March 2011 - November 2011

Education
The University of Memphis   2011 — 2013
Accounting

Harding University   2009 — 2010
Nursing

Vijay J. Marolia, MBA, CFP® Vijay J. Marolia, MBA, CFP® Orlando, Florida Area Details
Vijay J. Marolia, MBA, CFP®'s Private Wealth Management Experience April 2005 - February 2013
Job Managing Partner & Chief Investment Officer at Regal Point Capital Management LLC
Industry Investment Management
Experience
Regal Point Capital Management LLC   March 2013 - Present
Private Wealth Management   April 2005 - February 2013
Rollins College  2011 - 2013
American Principal Financial   2003 - 2004

Skills
Investments, Alternative Investments, Technical Analysis, Portfolio Management, Asset Managment, Strategic Financial..., Asset Management, Finance, Financial Markets, Securities, Financial Advisory, Estate Planning, Strategy, Financial Services, Economics, Asset Allocation, Wealth Management..., Series 7

Education
Rollins College   2003 — 2006
MBA, Finance

University of Florida   1998 — 2002
Bachelor of Science, Finance

Monica Weber Monica Weber Cary, Illinois Details
Monica Weber's Private Wealth Management Experience May 2015 - July 2015
Job Student at University of Illinois at UrbanaChampaign
Industry Financial Services
Experience
Baxter International Inc.  August 2015 - August 2015
Protiviti  July 2015 - July 2015
Private Wealth Management   May 2015 - July 2015
Quill  June 2014 - August 2014
Walgreens  April 2014 - April 2014

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Teamwork, Leadership, Time Management, Customer Service, Social Media, Money Guide Pro, Salesforce.com

Education
University of Illinois at Urbana-Champaign   2013 — 2017
Bachelor's Degree, Finance, General, 3.55/4.0

Jean-Pierre Vachon Jean-Pierre Vachon Montreal, Canada Area Details
Jean-Pierre Vachon's Private Wealth Management Experience 1996 - Present
Job Independant Financial Advisor & Private Wealth Management
Industry Financial Services
Experience
Private Wealth Management   1996 - Present
JeanPiAIR   1969 - Present
JP Vachon Consultant   1991 - 1996
Société de Transport de la Rive-Sud de Montréal   1990 - 1991
Société de Transports de la Communauté Urbaine de Montréal   1982 - 1990
Royal Canadian Air Force  1969 - 1982
Banque Nationale du Canada  1980 - 1981
Montreal Urban Community Police Department   1974 - 1980

Skills
Finance, Financial Analysis, Analyse financière, Finance d'entreprise, Corporate Finance, Financial Management, Managerial Finance, Business Planning, Gestion de patrimoine, Wealth Management, Strategic Planning, Strategic Financial..., Financial Planning, Conseil financier, Financial Advisory, Planification de la..., Retirement Planning, Investment Advisory, Investissements, Investments, Fonds mutuel, Mutual Funds, Portfolio Management, Gestion d'actifs, Asset Management, Insurance, Management Consulting, Management, Aviation, Instrument Flying..., Multi-Engine Flying..., Check Pilot

Education
   1979 — 1983
MBA, Finance

Jack Vander Aarde Jack Vander Aarde Greater New York City Area Details
Jack Vander Aarde's Private Wealth Management Experience July 2013 - May 2014
Job Associate at Fortuna Advisors LLC
Industry Management Consulting
Experience
Fortuna Advisors LLC  June 2014 - Present
Private Wealth Management   July 2013 - May 2014
Fordham University  December 2012 - May 2013

Skills
Bloomberg Terminal, Excel, Equities, Financial Modeling, Bonds, Commodity, Financial Analysis, Investments, Access, Bloomberg, Data Analysis, Valuation, Portfolio Management, Fixed Income, Microsoft Excel

Education
Fordham University   2009 — 2013
Finance and Economics, 3.8 Major; 3.61 Cumulative

Patricia Mullally Patricia Mullally Greater Chicago Area Details
Patricia Mullally's Private Wealth Management Experience 2001 - August 2006
Job District Office Coordinator at Office Depot
Industry Banking
Experience
Office Depot  March 2013 - Present
Interviewing Consultants, Inc  September 2010 - October 2010
JPMorgan Chase & Co  August 2006 - June 2010
Private Wealth Management   2001 - August 2006
National City Bank  January 2001 - January 2006
Acxiom Corporation  January 2000 - January 2001
Dun & Bradstreet  January 1978 - January 1999

Skills
Administrative..., Office Management, Human Resources, Spreadsheets, Management, Calendaring, Travel Arrangements, Coordination, Calendars, CRM, Onboarding, Purchasing, Expense Reports, Public Speaking, Expenses, Appointment Scheduling

Education
College of DuPage   1978 — 1978
Administrative Assistant, General Office Occupations and Clerical Services

Maria (Maddalena) Richey Maria (Maddalena) Richey Washington D.C. Metro Area Details
Maria (Maddalena) Richey's Private Wealth Management Experience 2010 - 2013
Job Financial Services, Director Client Services
Industry Financial Services
Experience
Joseph Dunn Financial   2013 - Present
Private Wealth Management   2010 - 2013
CollegeKnowHow   2009 - 2010
American Academy Charter School  2005 - 2008
Nextel  2002 - 2005
Cisco Systems  2000 - 2002
SAIC  1995 - 2000

Skills
New Business Development, Manage Client..., Seminars, Strategic Sourcing, CRM databases, Persuasive Presentations, Project Management, Recruiting, CRM, Social Networking, Strategic Planning, Marketing, Customer Service, Sales, Strategy, Online Marketing, Management, Interviews, Business Development, Technical Recruiting, Program Management, Advertising, Leadership, Proposal Writing

Education
University of Maryland College Park   1987 — 1990
Bachelor's Degree, Business/Marketing with Minor in Sociology

Immaculata Prep - Washington DC

Robert Thomashow Robert Thomashow Greater Chicago Area Details
Robert Thomashow's Private Wealth Management Experience July 2014 - August 2014
Job Real Estate Business Consulting Intern at Grant Thornton LLP
Industry Real Estate
Experience
Aver's Gourmet Pizza   October 2013 - Present
Grant Thornton LLP  June 2015 - August 2015
Kelley School of Business Case Competition Club   January 2013 - January 2015
Kelley School of Business Center for Education and Research in Retailing   August 2013 - December 2014
Theta Chi Fraternity  November 2013 - November 2014
Private Wealth Management   July 2014 - August 2014
The Rent Nest INC   May 2013 - August 2013
Theta Chi Fraternity  February 2013 - April 2013
Black Swan Manufacturing Company   July 2012 - August 2012
Dick's Sporting Goods  November 2011 - July 2012

Skills
Leadership, Retail Marketing, Microsoft Excel, Marketing Strategy, Public Speaking, PowerPoint, Time Management, Sales, Teamwork, Microsoft Word, Social Media, Retail, Merchandising, Customer Service, Cashiering, Retail Sales, Facebook, Microsoft Office, Loss Prevention, Team Leadership, Youth Leadership, Access, Marketing, Customer Satisfaction, Inventory Management, Spanish, Team Building, Outlook, Situational Leadership, Logistics, Pricing, Event Planning, Management, Social Networking, Start-ups, Social Media Marketing, Financial Analysis, Grassroots Marketing, Scarves

Education
Indiana University - Kelley School of Business   2012 — 2016

Adlai E Stevenson High School   2008 — 2012

Khoa Le Khoa Le New York, New York Details
Khoa Le's Private Wealth Management Experience December 2011 - Present
Job Financial Services
Industry Financial Services
Experience
Private Wealth Management   December 2011 - Present
Mizzou Investment Fund Management   August 2011 - August 2012
BP Investment Management   March 2011 - June 2011
VM Tax Services Center   September 2006 - December 2008

Skills
Investments, Portfolio Management, Bloomberg, Financial Modeling, Equities, Asset Management, Valuation, Hedge Funds, Financial Analysis, Private Equity, Fixed Income, Equity Research, Alternative Investments, Investment Management, Mutual Funds, Corporate Finance, Investment Strategies, Asset Allocation, Financial Markets, Risk Management

Education
Harvard University   2015 — 2017
Master's degree, Finance and Financial Management Services

University of Missouri-Columbia
B.S, Business Administration; Finance and Banking

University of Nevada-Las Vegas

N T N T Washington D.C. Metro Area Details
N T's Private Wealth Management Experience August 2012 - Present
Job Personal Finance
Industry Financial Services
Experience
Private Wealth Management   August 2012 - Present

Education
Hofstra University   1999 — 2000
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Towson University   1994 — 1998
Bachelor's Degree, Finance, General

Julia Buchholz Julia Buchholz Arlington Heights, Illinois Details
Julia Buchholz's Private Wealth Management Experience May 2015 - August 2015
Job Wealth Management Intern at Private Wealth Management
Industry Financial Services
Experience
University of Illinois Undergraduate Library  August 2015 - Present
Private Wealth Management   May 2015 - August 2015
Jewel Food Stores  November 2012 - August 2013

Education
University of Illinois at Urbana-Champaign   2013 — 2017
Agricultural and Consumer Economics, Financial Planning and Services

Buffalo Grove High School   2009 — 2013

David Jaffee David Jaffee New York, New York Details
David Jaffee's Private Wealth Management Experience July 2008 - Present
Job CoFounder, Pure Hospitality Group LLC
Industry Hospitality
Experience
Pure Hospitality Group   March 2013 - Present
Private Wealth Management   July 2008 - Present
Investment Banking & Nightlife Promoter   2005 - 2010

Education
Cornell University
Bachelors of Science, Finance

Uma Roy Uma Roy Decatur, Georgia Details
Uma Roy's Private Wealth Management Experience June 2005 - August 2005
Job Cluster Finance
Industry Accounting
Experience
United Arab Shipping Company (S.A.G.)   June 2015 - Present
GNC  March 2010 - July 2014
GNC  August 2005 - February 2010
Character Studies production   June 2006 - August 2006
Private Wealth Management   June 2005 - August 2005

Skills
Retail, Sales, Merchandising, Inventory Management, Visual Merchandising, Management, Microsoft Office, Customer Service, Finance, Time Management

Education
Brooklyn College   2003 — 2008
Bachelor of Science (BS), BUSINESS MANAGEMENT &FINANCE/MINOR ACCOUNTING

City University of New York-Brooklyn College   2003 — 2008
B.S. in Business Management & Finance/ Minor Accounting,, Business management and finance

Hillary Barwick Hillary Barwick Memphis, Tennessee Details
Hillary Barwick's Private Wealth Management Experience May 2014 - Present
Job Associate at Private Wealth Management, Inc.
Industry Financial Services
Experience
Private Wealth Management   May 2014 - Present
Hillary's Happys   January 2014 - Present

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Photoshop, Microsoft Word, Management, InDesign, Customer Service, Prezi, QuickBooks, Revit, AutoCAD, SketchUp, MoneyTree

Education
The University of Memphis   2008 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General

Matthew Repplinger Matthew Repplinger Greater Chicago Area Details
Matthew Repplinger's Private Wealth Management Experience May 2014 - Present
Job Wealth Management
Industry Investment Management
Experience
Private Wealth Management   May 2014 - Present
Hennessy & Roach, P.C.   June 2012 - August 2012
Hennessy & Roach, P.C.   June 2011 - August 2011

Skills
Leadership, Time Management, Public Speaking, Sales, Personal Financial..., Teamwork, Financial Analysis, Microsoft Excel, Retirement Planning

Education
Indiana University Bloomington   2011 — 2015
Bachelor of Science (B.S.), Finance

Lake Zurich High School   2007 — 2011

Dan Shin Dan Shin Phoenix, Arizona Area Details
Dan Shin's Private Wealth Management Experience 2003 - 2005
Job Strategic Business Development Manager at Intel Corporation
Industry Semiconductors
Experience
Intel Corporation  June 2014 - Present
Intel Corporation  July 2011 - May 2014
Intel Corporation  2005 - July 2011
Private Wealth Management   2003 - 2005
Robert W Baird & Co Inc   2000 - 2003
U.S. Navy   May 1993 - August 2000

Skills
Business Strategy, Cross-functional Team..., Financial Modeling, Start-ups, Competitive Analysis, Product Management, Program Management, Product Marketing, Venture Capital, Mergers, Product Development, Strategic Partnerships, Strategic Planning, Business Development, Financial Analysis, Corporate Development, Forecasting, Strategy, New Business Development, Process Improvement, Investments, Go-to-market Strategy, Finance, Manufacturing, Analytics, Executive Management, Semiconductors, Mergers & Acquisitions

Education
University of Chicago   1998 — 2000
MBA, Finance, Strategic Management, Entrepreneurship

Naval Nuclear Power School   1993 — 1994
Post graduate education in Navy nuclear power, Engineering

United States Naval Academy   1989 — 1993
BS, Mechanical Engineering

Lyndsey Dixon Lyndsey Dixon Greater Seattle Area Details
Lyndsey Dixon's Private Wealth Management Experience March 2013 - Present
Job Marketing Coordinator
Industry Marketing and Advertising
Experience
Private Wealth Management   March 2013 - Present
520 Bar and Grill   July 2011 - July 2013
Solomon Park Research   December 2010 - April 2013
The Market Well, Inc.   May 2009 - May 2010

Education
Michigan Technological University   2006 — 2010
B.S. Business Administration, Marketing and Management with a minor in Coaching

Christopher Huntley, CFP® Christopher Huntley, CFP® Springfield, MO Details
Christopher Huntley, CFP®'s Private Wealth Management Experience February 2015 — Present
Job Wealth Advisor at Private Wealth Management
Industry Financial Services
Experience
Private Wealth Management   February 2015 — Present
Central Trust & Investment Company  June 2011 — January 2015
Missouri State University  2010 — June 2011
Myrl Billings Memorial Veteran's Center   2007 — 2010
United States Air Force  2000 — 2006

Education
Missouri State University   2008 — 2010
MBA, Finance

Missouri State University   ... — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services

Missouri State University   ... — 2010
Bachelor of Science (B.S.), Risk Management & Insurance

Conor Donohue Conor Donohue Schaumburg, Illinois Details
Conor Donohue's Private Wealth Management Experience June 2015 - Present
Job Client Associate at Private Wealth Management
Industry Financial Services
Experience
Private Wealth Management   June 2015 - Present
Private Wealth Management   July 2014 - May 2015
Templar Securities   June 2014 - July 2014
Alexian Brothers Health System  May 2013 - August 2013

Skills
PeopleSoft, Microsoft Word, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Leadership

Education
University of Illinois at Urbana-Champaign   2011 — 2015
Bachelor of Arts (B.A.), Economics

Cari Siegal Walker Cari Siegal Walker Greater New York City Area Details
Cari Siegal Walker's Private Wealth Management Experience January 1999 - January 2001
Job Millennium PartnersDirector of PM Resources
Industry Financial Services
Experience
Millennium Partners  June 2014 - Present
The HOPE Program  January 2006 - Present
Jefferies & Company  October 2012 - May 2014
Dahlman Rose & Co.   February 2011 - September 2012
Macquarie Capital  August 2008 - February 2011
Goldman Sachs Asset Management  November 2005 - April 2008
Goldman Sachs  January 2000 - November 2005
Private Wealth Management   January 1999 - January 2001
Hambrecht & Quist  March 1997 - July 1998
Private Wealth Management Division   January 1997 - January 1998

Skills
Management, Marketing, Alternative Investments

Education
Kingswood Oxford School

RICHMOND COLLEGE

Richmond, The American International University in London
na

University of Rochester

University of Rochester
Bachelors of Arts, Political Science and Psychology

Kyle Seyboth Kyle Seyboth Providence, Rhode Island Area Details
Kyle Seyboth's Private Wealth Management Experience February 2008 - Present
Job Analyst
Industry Financial Services
Experience
Private Wealth Management   February 2008 - Present
TA Associates Realty - Private Equity   June 2007 - February 2008
The MENTOR Network  September 2005 - June 2007

Education
Suffolk University
Bachelor, Finance; Science Accounting

CFA Level III
Master, Business Administration

Elms College

Preaw Prommintr Preaw Prommintr Greater Chicago Area Details
Preaw Prommintr's Private Wealth Management Experience February 2007 - April 2008
Job Entry Level IT Professional and Finance marketing
Industry Information Technology and Services
Experience
Private Wealth Management   February 2007 - April 2008
SP Corporation  January 2005 - December 2006
American Chamber of Commerce  February 2003 - June 2004

Education
University of Illinois at Chicago   2009 — 2010
MBA, Financial Marketing and Risk Management

DePaul University   2005 — 2006
MS., Business Information Technology

Illinois Institute of Technology   2001 — 2005
BS., Engineering Management

Scott Bartow Scott Bartow Norfolk, Virginia Area Details
Scott Bartow's Private Wealth Management Experience 2009 - 2014
Job Private Wealth Management Partnering with Virginia Retirement Services
Industry Investment Management
Experience
Private Wealth Management   2009 - 2014
Atlas Investment Partners   2011 - 2013
Med-Stat USA   January 2009 - September 2011
Sentara Healthcare  September 2001 - January 2009
VCM   1986 - 2001
Cardinal Stritch University  1989 - 1991
Homex Healthcare   1983 - 1986
Froedtert Memorial Lutheran Hospital  1980 - 1983

Skills
Healthcare, Strategic Planning, Leadership, Marketing, Process Improvement, Project Management, Physicians, Human Resources, Financial Planners, Strategic Financial..., Personal Financial...

Education
Old Dominion University
Financial Planning and Services

Cardinal Stritch University
Master's Degree, Business Administration and Management.

Ottawa University
Bachelors Degree, Health Care Administration

Milwaukee Area Technical College
Associate's degree, Respiratory Sciences

Greendale High School

James G. Whitaker James G. Whitaker Indianapolis, Indiana Area Details
James G. Whitaker's Private Wealth Management Experience September 1995 - June 2003
Job President, Fall Creek Capital
Industry Commercial Real Estate
Experience
Fall Creek Capital   July 2006 - Present
ProCEED Global   2008 - 2010
Pace Commercial Finance & Leasing   October 2003 - June 2006
Private-Wealth Management  September 1995 - June 2003
WIBM Seminar Group   January 1988 - August 1995

Skills
Negotiating Contracts..., Long-term Customer..., Restructuring, Acquisitions, Construction Loans, Bridge Loans, Real Estate Economics, Real Estate Financing, Real Estate Development, Commercial Mortgages, Joint Ventures, Private Equity, Commercial Real Estate, Mergers

Education
Indiana University Bloomington   1983 — 1987
B.A., History

Skylar Stewart Skylar Stewart Saint George, Utah Details
Skylar Stewart's Private Wealth Management Experience
Job Financial Services Professional at Private Wealth Management
Industry Financial Services
Experience
Private Wealth Management  

Skills
Fluent Portuguese

Education
Dixie State College   2009 — 2013
Bachelor of Business, Business Management/Finance