Private Wealth Partners, LLC
Address: 1997 Annapolis Exchange, Annapolis, MD 21401 Phone: (410) 224-4848: Hours: Category: : Place name: : Website: : : : Website: http://www.privatewealthpartnersllc.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. · Own this business?Add missing informationAdd business hours 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 Private Wealth Partners LLC Posting publicly on the Web Write a review Reviews Be the first to review
Private Wealth Partners, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Private Wealth Partners, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Private Wealth Partners, LLC Salaries. You can even request information on how much does Private Wealth Partners, LLC pay if you want to. Learn about salaries, pros and cons of working for Private Wealth Partners, LLC directly from the past employees.
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Private Wealth Partners, LLC Employees
City National Rochdale March 2015 - Present
City National Rochdale August 2013 - March 2015
Morgan Stanley January 2013 - June 2013
Private Wealth Partners, LLC June 2012 - September 2012
Skills
Economics, Microsoft Excel, Microsoft Office, Portfolio Management, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Accounting, Data Analysis, Marketing, Financial Modeling, Investment Management, Customer Service, Research, Photoshop, Business Decision Making, Portfolio Optimization, Asset Allocation, Risk Management
Education
University of California, Davis 2009 — 2013
Bachelor of Science (B.S.), Managerial Economics, 3.71
Private Wealth Partners, LLC July 2014 - Present
The Golf Mart, San Rafael April 2014 - July 2014
The Golf Mart, San Rafael November 2011 - April 2014
Morgan Stanley June 2013 - August 2013
Taylor James Clothing Boutique June 2008 - June 2010
My Sister's House 2009 - 2010
Skills
Leadership, Teamwork, Customer Service, PowerPoint, Analysis, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Sales, Research, Critical Thinking, Macintosh Applications, Time Management, Management, Budgets, Community Outreach, Editing, English, Event Management, Mac, Social Media Marketing, Social Networking, Advertising, Creative Writing, Data Analysis
Education
Dominican University of California 2010 — 2014
Bachelor of Arts (B.A.), Business Administration and Management and Biology, 3.5 Overall
St. Francis High School 2006 — 2010
Private Wealth Partners, LLC December 2005 - Present
Skills
Retirement Planning, Investments, Retirement, Finance, Asset Allocation, Mutual Funds, Insurance, Wealth, Financial Advisory, Financial Analysis, Small Business...
Education
James Madison University 1994 — 1997
Bachelor of Business Administration (BBA), Finance, General
StartEngine June 2015 - Present
Jamison Services, Inc. October 2014 - February 2015
Ravid Law Group October 2013 - November 2013
California Department of Business Oversight August 2013 - November 2013
Orange County District Attorney's Office May 2013 - August 2013
Marin County Superior Court June 2012 - August 2012
Marin County Counsel May 2012 - August 2012
Private Wealth Partners, LLC June 2011 - August 2011
Skills
Microsoft Office, Legal Writing, Legal Research, Research, Lexis, Litigation, Westlaw, Public Speaking, LexisNexis, Microsoft Excel, PowerPoint, Legal Assistance
Education
Loyola Law School, Loyola Marymount University 2011 — 2014
Juris Doctor (J.D.), Corporate Law Concentration (With Honors), Income Tax I A+*, Secured Trans. A+, Business Planning A+, M&A A, Property A
Emory University 2006 — 2010
BA (High Honors), International Studies, History
Private Wealth Partners, LLC December 2005 - Present
Skills
Investments, Retirement Planning, Retirement, Finance, Executive Management, Financial Advisory, Asset Allocation, Wealth, Auditing, Management Consulting, 401k Rollovers, Financial Analysis, Portfolio Management, College Education..., Insurance
Education
University of Maryland College Park 1989 — 1993
BS
CERTIFIED FINANCIAL PLANNER™
Heffernan Insurance Brokers June 2015 - Present
Heffernan Insurance Brokers June 2014 - September 2014
Cal Poly Interfraternity Council September 2013 - June 2014
Private Wealth Partners, LLC June 2013 - September 2013
Mollie Stone's Markets June 2012 - December 2012
Skills
Microsoft Excel, Public Speaking, Microsoft Office, Teamwork, Customer Service, Recruiting, Strategic Vision, Finance, Leadership, Problem Solving, Time Management, Management, PowerPoint, Entrepreneurship, Research, Innovation Management, Innovation Development, Social Networking, Event Planning, Windows, Outlook, Facebook, Asset Allocation
Education
California Polytechnic State University-San Luis Obispo 2012 — 2016
Bachelor's Degree, Economics, Finance Concentration, Quantitative Math Sequence
Marin Catholic College Preparatory 2008 — 2012
High School Diploma, 4.1 gpa
Army High Performance Computing Research Center June 2015 - Present
Stanford Dance Marathon April 2014 - April 2015
2020 Group USA June 2014 - August 2014
Private Wealth Partners, LLC June 2013 - August 2013
Skills
Adobe Creative Suite, Photoshop, Microsoft Office, Microsoft Excel, C++, Java, Salesforce.com, Photography, Social Media, Illustrator, Marketing
Education
Stanford University 2013 — 2017
Marin Academy 2009 — 2013
High School Degree
Private Wealth Partners, LLC February 2006 - May 2008
Advent Software, Inc. October 1990 - December 2005
Education
University of Connecticut 1979 — 1983
Private Wealth Partners, LLC March 2000 - Present
The Oregonian 1990 - 1999
St. Paul Fire & Marine Insurance 1975 - 1988
Skills
Microsoft Office, Salesforce.com, Social Media, Team Building, Strategic Planning, Coaching
Education
eCornell T. Colin Campbell Center for Nutrition Studies 2013 — 2014
Certificate in Plant Based Nutrition
Southern Oregon University
Fairview Capital March 2015 - Present
Stewart and Patten August 2013 - March 2015
Quantum Capital Management April 2012 - June 2013
Bersot Capital Management February 2011 - April 2012
Private Wealth Partners, LLC 2005 - 2007
Advent Software 1990 - 2005
Freedom Capital Management 1987 - 1990
Cambridge Trust Company 1983 - 1987
Skills
Reconciliation, DTC, Advent, Back Office, Excel, Customer Relations, PowerPoint, Word, Microsoft Office, Problem Solving, Microsoft Word, Microsoft Excel, Account Reconciliation, Portfolio Management, Security APL, Asset Management, Customer Service, Financial Services, Equities, Salesforce.com, Investment Management, Axys, Performance Measurement, Financial Analysis, Process Improvement, Project Management
Education
University of Connecticut 1979 — 1983
B.A., Economics and French
Swarthmore High School 1975 — 1979
Bank of the West March 2013 - Present
Private Wealth Partners, LLC March 2012 - March 2013
Carrick Bend Advisors July 2009 - March 2012
US Trust, Bank of America Private Wealth Management September 2006 - March 2009
Jorgensen Capital Management 2004 - 2006
HighMark Capital Management 2001 - 2003
HighMark Capital Management 1999 - 2001
HighMark Capital Management 1998 - 1999
Skills
Equities, Portfolio Management, Investment Strategies, Asset Management, Investments, Asset Allocation
Education
University of California, Berkeley
Loomis Chaffee