Rochester Wealth Management Group LLC

Description

Address: 706 East Ave, Rochester, NY 14607 Hours: Closed ⋅ Opens 9AM Fri Thursday9AM–4:30PMFriday9AM–4:30PMSaturdayClosedSundayClosedMonday9AM–4:30PMTuesday9AM–4:30PMWednesday9AM–4:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (585) 325-1040: : : Place name: : : Website: : Category: Website: http://www.rochesterwm.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 question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Rochester Wealth Management Group Posting publicly on the Web Write a review Reviews Be the first to review

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Rochester Wealth Management Group LLC Employees

Employee
Years
Job
Industry
Kelsey Merritt Kelsey Merritt Greater New York City Area Details
Kelsey Merritt's Rochester Wealth Management Group LLC Experience February 2013 - July 2013
Job Private Banking at Credit Suisse
Industry Banking
Experience
Credit Suisse  2015 - Present
Credit Suisse  June 2014 - August 2014
Wilhelmina Models  September 2012 - June 2014
Rochester Wealth Management Group, LLC  February 2013 - July 2013
Monroe County Democratic Committee  August 2012 - November 2012
Master Planners and Associates Financial Planning Firm   January 2009 - June 2009

Skills
Social Media, Event Planning, Public Relations, Training, Marketing, Advertising, Public Speaking, Fundraising, Research, Politics, Nonprofits, Community Outreach, Social Networking, Microsoft Excel, PowerPoint

Education
University of Rochester - William E. Simon Graduate School of Business Administration   2013 — 2015
Master of Business Administration (M.B.A.), Finance

University of Rochester   2009 — 2013
Bachelor of Applied Science (B.A.Sc.), International Relations and Affairs, 3.56

IES Argentina   2011 — 2011
International Relations and Affairs

Chengqi (Caelyn) Zhang Chengqi (Caelyn) Zhang Greater New York City Area Details
Chengqi (Caelyn) Zhang's Rochester Wealth Management Group LLC Experience May 2012 - July 2012
Job Financial Control Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  December 2013 - Present
Tokio Marine Asset Management Co., Ltd.   October 2013 - December 2013
American Red Cross, Greater Rochester Chapter  June 2012 - July 2012
Rochester Wealth Management Group, LLC  May 2012 - July 2012
China Everbright International Co., Ltd.   July 2011 - September 2011
China Merchants Bank  May 2011 - July 2011

Skills
Stata, Statistics, SAS, Minitab, Statistical Modeling, VBA, Data Analysis, Economics, R, Mathematica, Time Series Analysis, Bloomberg Terminal, Microsoft Office, JMP

Education
University of Rochester   2009 — 2013
Bachelor of Arts (BA), Economics and Statistics

Meiji Gakuin University   2012 — 2013
International Exchange Program, Japanese Language and Culture

Peter Shafer Peter Shafer Greater Seattle Area Details
Peter Shafer's Rochester Wealth Management Group LLC Experience March 2011 - May 2011
Job Personal Banker at HomeStreet Bank
Industry Consumer Services
Experience
HomeStreet Bank  June 2013 - Present
Uber Technologies  December 2013 - June 2014
Lyft  May 2013 - June 2014
Side.cr (SideCar)   February 2013 - June 2014
Umpqua Bank  April 2012 - May 2013
Umpqua Bank  February 2012 - April 2012
UPS  December 2011 - January 2012
Rochester Wealth Management Group, LLC  March 2011 - May 2011
Rochester Wealth Management Group, LLC  December 2010 - May 2011
University of Rochester  September 2009 - December 2009

Skills
Personal Finance, Computer Hardware, Microsoft Office, Retirement Planning, Customer Relations, Customer Service, Cars, CPR/AED/First Aid &..., Internet Savviness, Numismatism, Banking

Education
University of Rochester   2007 — 2011
B.A., Political Science, Business

Xavier High School

Zach Armstrong Zach Armstrong Rochester, New York Details
Zach Armstrong's Rochester Wealth Management Group LLC Experience May 2012 - June 2013
Job Registered Financial Services Associate at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc   March 2014 - Present
Manning & Napier Advisors  June 2013 - March 2014
Rochester Wealth Management Group LLC   May 2012 - June 2013
Bomar Armstrong builders   June 2005 - May 2012
Radisson Hotel  May 2011 - August 2011
Oneida County Public Defenders Office   June 2010 - August 2010
Packy’s Pub   June 2005 - January 2010

Skills
Financial Analysis, Strategic Financial..., Life Insurance, Financial Advisory, Stock Market, Retirement Planning, Securities, Fixed Annuities, Series 7, Series 66, Asset Allocation, Investment Strategies

Education
University of Rochester   2008 — 2012
Bachelor of Science (B.S.), Political Science and Government

IES Rome   2011 — 2011

CSCA

CSCA

New Hartford High School

New Hartford High School

New Hartford High School

Stanton Yuwono Stanton Yuwono Greater New York City Area Details
Stanton Yuwono's Rochester Wealth Management Group LLC Experience February 2012 - March 2012
Job Associate, Marketing Programs at AXA US
Industry Financial Services
Experience
AXA US  August 2014 - Present
University of Rochester  January 2014 - May 2014
Rumur Inc  June 2013 - August 2013
University of Rochester, Department of Economics   January 2013 - May 2013
InfoPreserve Inc   October 2012 - December 2012
MINT Energy  June 2012 - August 2012
University of Rochester Center for Excellence in Teaching and Learning   August 2011 - May 2012
Rochester Wealth Management Group, LLC  February 2012 - March 2012
Simon Graduate School of Business, University of Rochester  January 2011 - January 2012
City of Rochester  May 2011 - August 2011

Skills
Data Analysis, Economics, Minitab, Stata, Econometrics, Market Research, Editing, Research, Marketing Communications, Financial Due Diligence, Management, Analysis, Leadership

Education
University of Rochester   2010 — 2014
BA, Economics, Cum Laude, with Distinction

Singapore American School   2006 — 2010
High School Diploma

Jody Pulvino Jody Pulvino Rochester, New York Area Details
Jody Pulvino's Rochester Wealth Management Group LLC Experience October 2013 - Present
Job Operations Manager at Rochester Wealth Management Group, LLC
Industry Staffing and Recruiting
Experience
Rochester Wealth Management Group, LLC  October 2013 - Present
JWN Recruitment, Inc.   February 2012 - October 2013
ETS Inc. Staffing Consulting Training   July 2010 - February 2012
Rochester Wealth Management Group, LLC  July 2002 - July 2010
J. P Turner & Co., Inc.   October 1998 - July 2002
H. J. Meyers & Co. Inc.   January 1991 - October 1998

Skills
Temporary Placement, Talent Acquisition, Temporary Staffing, Applicant Tracking..., Technical Recruiting, Job Fairs, College Recruiting, Employee Relations, Onboarding, Background Checks, Screening, Internet Recruiting, Sourcing, Vendor Management, Human Resources, Interviews, HRIS, Hiring, Staffing Services, Benefits Negotiation, Training, Talent Management

Education
Bryant and Stratton College-Henrietta   1988 — 1990
AS, Business Management

East High School

Nicholas Mulford Nicholas Mulford New York, New York Details
Nicholas Mulford's Rochester Wealth Management Group LLC Experience May 2013 - August 2013
Job Analyst at Analysis Group
Industry Financial Services
Experience
Analysis Group  June 2015 - Present
UBS Investment Bank  June 2014 - August 2014
Rochester Wealth Management Group, LLC  May 2013 - August 2013
Finger Lakes Flooring, Inc.   June 2011 - August 2013

Skills
Python, C++, SAS, R, Microsoft Excel, VBA, SQL, Stata, TOAD, Teamwork, Bloomberg Terminal, Risk Analytics, C, Microsoft Word, PowerPoint, Mathematica, LaTeX

Education
University of Rochester   2011 — 2015
Bachelor of Science (BS), Physics, Cum Laude, Highest Distinction

University of Rochester   2011 — 2015
Bachelor of Arts (BA), Financial Economics, Cum Laude, Highest Distinction

TIMOTHY KUZNETSOV TIMOTHY KUZNETSOV Rochester, New York Area Details
TIMOTHY KUZNETSOV's Rochester Wealth Management Group LLC Experience October 2012 - December 2012
Job Equity Research Assistant at Manning & Napier
Industry Financial Services
Experience
Manning & Napier  May 2015 - Present
Manning & Napier  June 2014 - March 2015
University of Rochester  January 2012 - May 2014
Fitch Ratings  May 2013 - August 2013
National Forest Recreation Association   July 2012 - March 2013
Rochester Wealth Management Group, LLC  October 2012 - December 2012
StartFast  May 2012 - July 2012
Macy's  June 2011 - August 2011
Deutsche Bank  June 2011 - June 2011
Roxbury Police Department   August 2007 - June 2010

Skills
Research, Data Analysis, Entrepreneurship, Business Development, Sales

Education
University of Rochester   2010 — 2014
Bachelor of Arts, Financial Economics and Mathematics, Alumni

Morris Knolls High School
High School Diploma

Nicholas Kollias Nicholas Kollias Northbrook, Illinois Details
Nicholas Kollias's Rochester Wealth Management Group LLC Experience September 2015 - Present
Job Portfolio Management Intern at Rochester Wealth Management Group, LLC
Industry Investment Management
Experience
Rochester Wealth Management Group, LLC  September 2015 - Present
TD Ameritrade  June 2015 - August 2015
London Capital Credit Union  January 2015 - May 2015
Markets Academy Forex Training   February 2015 - February 2015
Investment Banking Institute  January 2015 - February 2015

Skills
Options Strategies, Research, Financial Analysis, PowerPoint, Teamwork, Public Speaking, Financial Modeling, Growth Investing, Stocks, Microsoft Excel, Microsoft SQL Server, Leadership, Equity Derivatives, Valuation Modeling

Education
University of Rochester   2012 — 2016
Bachelor of Business Administration

University of Westminster   2015 — 2015
Bachelor's Degree, Business, Accounting, and Finance

Glenbrook North High School, Northbook, IL

Kevin Sheehy Kevin Sheehy Greater New York City Area Details
Kevin Sheehy's Rochester Wealth Management Group LLC Experience August 2013 - March 2014
Job Investment Consulting Analyst at Segal Rogerscasey
Industry Investment Management
Experience
Segal Rogerscasey  July 2015 - Present
Atlantic Trust  May 2014 - August 2014
Rochester Wealth Management Group, LLC  August 2013 - March 2014
Excel Sports Management  June 2013 - August 2013

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, Analysis, Business Modeling, Wealth Management, Statistics, Bloomberg, Public Speaking, Investments, Research, Financial Analysis, Business Planning, Leadership, Teamwork, Portfolio Performance..., Customer Service, Finance, Portfolio Management

Education
University of Rochester   2011 — 2015

Chaminade High School   2007 — 2011
Diploma