RegentAtlantic Company
Address: 1200 Mt Kemble Ave, Morristown, NJ 07960 Hours: Open ⋅ Closes 5PM Friday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (973) 425-8420 Appointments: regentatlantic.comCategory: : : : : Website: Place name: : : Website: http://www.regentatlantic.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 Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 10 AM: Usually a little busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed 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 RegentAtlantic Posting publicly on the Web Write a review Reviews 1 Google review From RegentAtlantic "RegentAtlantic is a wealth management firm that integrates financial planning and investment management with your individual goals. A Registered Investment Advisor (RIA) since 1982, RegentAtlantic has offices in New Jersey and New York. We work with...More "RegentAtlantic is a wealth management firm that integrates financial planning and investment management with your individual goals. A Registered Investment Advisor (RIA) since 1982, RegentAtlantic has offices in New Jersey and New York. We work with individuals, families, businesses and nonprofit organizations."
RegentAtlantic List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at RegentAtlantic. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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18 RegentAtlantic employees in database. Find out everything there's to know about RegentAtlantic employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
RegentAtlantic Employees
RegentAtlantic June 2015 - August 2015
Padilla, Singh and Associates Wealth Management, Inc. January 2014 - May 2014
AXA Advisors October 2012 - August 2013
Thorn Financial Group January 2010 - August 2010
Skills
Microsoft Office, Word, PowerPoint, Excel, Microsoft Excel, Social Networking, Microsoft Word
Education
Texas Tech University 2014 — 2015
Master's Degree, Personal Financial Planning, 4.0
University of Southern California - Marshall School of Business 2010 — 2014
Bachelor's Degree, Business Administration, 3.56
RegentAtlantic January 2015 - Present
AXA Advisors September 2012 - April 2014
Residense of Mr. and Mrs. Jacob May 2010 - September 2012
XL Sports June 2011 - September 2011
Participant in Sigmund Weis School of Business London Program September 2009 - December 2009
Merrill Lynch May 2009 - August 2009
Skills
Series 7 license, Series 66 license, Life & Health Insurance...
Education
Susquehanna University 2007 — 2011
College for Financial Planning
Finance, General
Unity Building Services, Inc. August 2014 - Present
RegentAtlantic September 2013 - March 2014
Charles Schwab June 2013 - August 2013
Montville Inn June 2008 - November 2012
Restaurant L September 2006 - March 2008
Skills
Finance, Leadership, Financial Advisory, Bloomberg, Corporate Finance, Derivatives
Education
William Paterson University of New Jersey 2013 — 2014
Bachelors, Financial Planning
County College of Morris 2011 — 2012
Associates, Business Administration
HFS Wealth Management January 2015 - Present
Texas Tech University January 2014 - December 2014
RegentAtlantic June 2014 - August 2014
Triple J Chophouse and Brewery August 2011 - December 2013
Snow Garrett Wealth Management May 2013 - August 2013
Kennedy Financial Services May 2011 - August 2011
Gilbert's Bar and Grill August 2010 - March 2011
Greystone Castle June 2009 - August 2010
Skills
Microsoft Excel, PowerPoint, Strategic Financial..., Microsoft Office, Customer Service, Microsoft Word, Time Management, Investments, Personal Finance, Financial Analysis, Teamwork, Data Analysis, Finance
Education
Texas Tech University 2010 — 2014
Bachelor of Science (BS), Masters of Science (MS), Personal Financial Planning
RegentAtlantic August 2014 - Present
Edward C Lutz, LLC October 2006 - August 2014
Citibank October 1985 - December 1997
Skills
Outlook
Education
Rollins College 1981 — 1985
Bachelor of Arts (B.A.), Spanish/International Relations
Bank of America 2014 - Present
The Redeemed Christian Church of God January 2004 - Present
AT&T May 2013 - August 2013
New York Life Insurance Company September 2008 - July 2012
MetLife January 2007 - April 2008
RegentAtlantic June 2006 - December 2006
Skills
Leadership, Strategy, Financial Analysis, Management, Choir Management, Fixed Income, Investments, Accounting, Public Speaking, Financial Modeling, Capital Markets, Economics, Banking, Corporate Finance, Valuation, Youth Mentoring, Project Planning, Business Strategy
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Managerial Finance
New Jersey Institute of Technology 2010 — 2012
Master of Science (MS), Management
Ministry International Institute 2007 — 2008
Diploma, Theology
Penn State University 2001 — 2006
Bachelor of Arts (BA), Economics
Irvington High School 1997 — 2001
Loop Capital Markets June 2015 - August 2015
Babson College August 2014 - November 2014
Ariel Investments June 2014 - August 2014
Babson Undergraduate Center for Career Development September 2013 - May 2014
RegentAtlantic June 2013 - August 2013
Babson College September 2012 - April 2013
Ariel Investments May 2012 - May 2012
Skills
Sales Presentations, Business Analysis, Marketing Communications, Sustainability, Team Leadership, Comparative Market..., Executive Writing, Quantitative Research, Investments, Press Releases, Microsoft Office, Microsoft CRM, Grand Strategy, Op-eds, Stock Picking, Diversity & Inclusion, Volunteering
Education
Babson College 2012 — 2016
Bachelor of Science (BS) in Business Management, Global Business Management and Economics
University of Chicago 2012 — 2012
Japanese 10100 and 10200
University of Chicago Laboratory Schools 2008 — 2012
High School Diploma, GED, High School
RegentAtlantic June 2014 - August 2014
Jamestown Associates June 2013 - August 2013
inVentiv Health June 2012 - August 2012
Education
Colby College 2011 — 2015
Bachelor of Arts (B.A.), Economics with a concentration in Financial Markets
Northwestern University 2015 — 2015
Certificate Program, Certified Financial Planner (CFP) Program
Montgomery High School 2007 — 2011
RegentAtlantic January 2001 - Present
KPMG 1999 - 2001
JH Cohn 1997 - 1999
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Risk Management, Estate Planning, Financial Modeling, Investment Strategies, Asset Allocation, Personal Financial..., Portfolio Management, Investment Management, Asset Managment, High Net Worth..., Financial Advisory, Investment Advisory, Financial Planners, Wealth Management..., Tax, Retirement
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2007
Certificate, Pharmaceutical Management
Hofstra University 1989 — 1993
BBA, Accounting
WOHS
Deloitte January 2015 - February 2015
ACE Group June 2014 - August 2014
Deloitte June 2014 - August 2014
PwC June 2014 - July 2014
KPMG May 2014 - May 2014
Bernards Township May 2013 - August 2013
RegentAtlantic March 2012 - June 2012
Skills
Accounts Receivable, Finance, Auditing, Financial Reporting, Accounting, Budgets, Internal Audit, Microsoft Excel, Program Management, Sarbanes-Oxley Act, GAAP, Internal Controls, Financial Analysis, Spreadsheets
Education
Saint Joseph's University 2012 — 2016
Scotch Plains-Fanwood High School 2008 — 2012
RegentAtlantic 2015 - Present
Greater Philadelphia Film Office May 2014 - Present
The Cellar August 2013 - Present
Huntingdon Valley Country Club June 2009 - Present
Skills
Highly Ambitious, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Teamwork, Social Media, Microsoft Office, Leadership, Event Planning, Facebook, Research, Time Management
Education
University of Richmond 2013 — 2017
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Germantown Academy 2009 — 2013
PWM Advisory Group, LLC - Private Wealth Management March 2015 - Present
RegentAtlantic September 2008 - September 2014
RegentAtlantic July 2005 - August 2008
RegentAtlantic June 2000 - June 2005
MetLife Financial Services August 1999 - April 2000
Education
Bucknell University 1995 — 1999
RegentAtlantic March 2015 - Present
LeClairRyan May 2013 - February 2015
Morse Capital Partners May 2012 - October 2013
University of Richmond August 2009 - May 2013
Hotel Fauchere 2009 - 2012
Jaindl Farms LLC 2010 - 2011
Skills
Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Research, Public Speaking, Microsoft Word, Data Analysis, Event Planning, Editing, Fundraising, Financial Modeling, Nonprofits, SPSS
Education
University of Richmond 2009 — 2013
Bachelor of Science in Business Administration, Finance
Blair Academy 2005 — 2009
High School
RegentAtlantic June 2014 - Present
Lexington Wealth Management May 2013 - August 2013
TD November 2012 - March 2013
Ripco Real Estate Corp May 2012 - August 2012
Equity One, Inc May 2011 - August 2011
Equity One, Inc May 2010 - August 2010
Skills
Rebalancing, Bloomberg Software, Google Earth, Outlook, Schwab Institutional, Microsoft Excel, PowerPoint, Portfolio Management
Education
Bentley University 2013 — 2014
Master of Science (MS), Financial Planning and Services
Bentley University 2009 — 2013
Bachelor of Science (BS), Finance, General
Avon Old Farms
RegentAtlantic October 2013 - Present
RegentAtlantic Capital, LLC May 2011 - September 2013
The Ohio State University July 2007 - April 2011
Summit Financial Strategies, Inc November 2010 - February 2011
Bowling Green State University 2006 - 2006
Skills
Performing Financial..., Providing 401(k)..., Strategic Financial..., Asset Management, Portfolio Management, Financial Planners, Management, Recruiting, Personal Finance, Microsoft Office, Microsoft Excel, Retirement Planning, Asset Allocation, Investment Management, Investments, Estate Planning, Wealth Management..., Financial Advisory, Mutual Funds, Public Speaking, Investment Strategies, Wealth Management
Education
Boston Institute of Finance 2010 — 2011
Certification, Financial Planning
Bowling Green State University 2005 — 2007
Master of Arts, College Student Personnel
University of Toledo 2001 — 2005
Bachelor of Arts, History
RegentAtlantic April 2015 - Present
Forum Financial Management LP October 2013 - Present
Lighthouse Financial Group Inc. August 2012 - July 2013
Genworth Financial Securities Corporation October 2005 - April 2012
CJM Planning Corporation May 1999 - October 2005
Skills
Business Development, Customer Support..., Relationship..., Logistics, Cash Management, Corporate Education &..., Cost Analysis, Foundational..., Industry Suitability, Inventory Control &..., Logistical Analysis, Marketing/Merchadising..., Personnel Development &..., Procedural Analysis, Resource Management, Securities, Customer Service, Management, Operations Management
Education
Passaic County Community College
A.A.