Private Wealth Management
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
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
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
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
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
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
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
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
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
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
Private Wealth Management November 2012 - Present
Strategic Partners December 2007 - November 2012
Education
University of Missouri-Columbia
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Private Wealth Management
Skills
Fluent Portuguese
Education
Dixie State College 2009 — 2013
Bachelor of Business, Business Management/Finance