Rochester Wealth Management Group LLC
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
Rochester Wealth Management Group LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Rochester Wealth Management Group LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Rochester Wealth Management Group LLC Salaries. You can even request information on how much does Rochester Wealth Management Group LLC pay if you want to. Learn about salaries, pros and cons of working for Rochester Wealth Management Group LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
12 Rochester Wealth Management Group LLC employees in database. Find out everything there's to know about Rochester Wealth Management Group LLC 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.
Rochester Wealth Management Group LLC Employees
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
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
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
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
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
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
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
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
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
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