Schechter Wealth

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Description

Founded: 1939 Parent organization: NFPFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportSchechter WealthWebsiteDirections Saved (0) Saved Save Investment service in Birmingham, Michigan Address: 6044, 251 Pierce St, Birmingham, MI 48009 Hours: Closed ⋅ Opens 8:30AM Monday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (248) 731-9500: Place name: : : : Website: : Category: : Website: http://schechterwealth.com/ Category: Investment service 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

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Schechter Wealth Employees

Employee
Years
Job
Industry
Deric Righter Deric Righter Greater Detroit Area Details
Deric Righter's Schechter Wealth Experience April 2015 - Present
Job Wealth Advisor at Schechter Wealth
Industry Investment Management
Experience
Schechter Wealth   April 2015 - Present
ThyssenKrupp USA  2007 - September 2013
ThyssenKrupp USA  2005 - 2007
ThyssenKrupp USA  2000 - 2005
JPMorgan Chase  1996 - 2000
JPMorgan Chase  1989 - 1996

Skills
Automotive, Contract Negotiation, Business Strategy, Forecasting, Leadership, Execution, Strategic Development, General Management, Banking & Finance, Pension & Investment, Benefits, HR Transformation, Strategic HR, Defined Benefit, Corporate Finance, Investment Advisory, Investment Management, Executive Management, Investments, Banking, Management, Strategy, Cross-functional Team..., Auditing, Process Improvement, Financial Reporting, Strategic Planning, Finance, Program Management, Analysis, Employee Benefits, Risk Management, Negotiation, Human Resources, Marketing, Cash Management, Team Building, Budgets, Business Development, Capital Markets, Financial Accounting, Sales, Financial Analysis, Mergers & Acquisitions, Start-ups, Business Planning, New Business Development, Relationship Management, Change Management, Restructuring

Education
Northwestern University - Kellogg School of Management   1986 — 1989
Master of Business Administration (MBA), Honors, Finance and Statistics

University of Michigan   1981 — 1985
Bachelor's degree, Honors, Economics & Political Science

ThyssenKrupp Academy, Berlin & Cologne   2006 — 2006
Executive Program, Creating Growth Strategies

Jodi Galperin, PHR Jodi Galperin, PHR Birmingham, Michigan Details
Jodi Galperin, PHR's Schechter Wealth Experience October 2002 - Present
Job Director of HR & Administrative Operations at Schechter Wealth
Industry Financial Services
Experience
Schechter Wealth   October 2002 - Present
Talon LLC & 100 Talon Centre   January 1995 - September 2002

Education
Michigan State University   1985 — 1989
Bachelor of Arts (BA), Financial Administration

Christine Belcher Christine Belcher Berkley, Michigan Details
Christine Belcher's Schechter Wealth Experience March 2003 - Present
Job Executive Assistant at Schechter Wealth
Industry Financial Services
Experience
Schechter Wealth   March 2003 - Present
Schechter Wealth   March 2003 - Present

Skills
Customer Service, Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Microsoft Publisher, SmartOffice, Travel Arrangements, Marketing, Portfolio Management, Team Building

Education
Central Michigan University   1989 — 1992
Bachelor of Science (BS), Psychology

Joseph Opiela Joseph Opiela Greater Detroit Area Details
Joseph Opiela's Schechter Wealth Experience January 2013 - April 2015
Job Analyst at Schechter Wealth
Industry Financial Services
Experience
Schechter Wealth   January 2013 - April 2015
Vanguard  September 2011 - July 2012
Vanguard  September 2010 - August 2011
Durr Systems, Inc.   June 2007 - August 2008

Skills
Financial Analysis, Valuation, Project Management, Portfolio Management, Investments, Mutual Funds, Wealth Management, Wealth Accumulation..., Wealth Preservation..., Risk Analytics, Fixed Income, Equity Research, Financial Modeling, Capital Markets, Asset Allocation, Bloomberg Terminal, Bloomberg

Education
Michigan State University   2006 — 2010
BA, Finance

Orchard Lake St. Mary's Preparatory   2002 — 2006

Nancy Leavy Hoag Nancy Leavy Hoag Greater Detroit Area Details
Nancy Leavy Hoag's Schechter Wealth Experience August 2008 - Present
Job Vice President, Marketing Director at Schechter Wealth
Industry Marketing and Advertising
Experience
Schechter Wealth   August 2008 - Present
Right Left Design: a digital presentation company   March 2007 - August 2008
McCann-Erickson  1995 - 1996
Campbell-Ewald  1990 - 1995
Nichols-Bonnell   November 1987 - November 1990

Skills
Digital Media, Strategy, Lead Generation, Interactive Marketing, Online Marketing, Sales, CRM, Digital Strategy, Marketing Management, Advertising, Brand Development, B2B, Integrated Marketing, Marketing Communications, Multi-channel Marketing, Mobile Marketing, Product Marketing, Segmentation, Brand Management, Marketing

Education
Central Michigan University   1980 — 1984
Bachelor of Arts (B.A.), Journalism and Graphic Design

Ashley Quinn Ashley Quinn Greater Detroit Area Details
Ashley Quinn's Schechter Wealth Experience June 2014 - Present
Job Marketing Assistant at Schechter Wealth
Industry Marketing and Advertising
Experience
Schechter Wealth   June 2014 - Present
The FACES Foundation   October 2013 - June 2014
The Spice and Tea Exchange  September 2011 - October 2013
Live Nation  March 2007 - August 2011
Cummins-Allison  September 2005 - March 2007
Ross Mortgage Corporation  September 2004 - September 2005

Skills
Research, PowerPoint, Microsoft Office, Social Media Marketing, SEO, Microsoft Excel, Microsoft Word, Outlook, Adobe Acrobat, PC operating system, Mac operating system, SEO Marketing, SEM Marketing, SMO Marketing, HTML, CSS, Marketing

Education
Oakland University   2011 — 2014
Bachelor's Degree in English and Sociology, Marketing and Advertising, Senior

Berkley High School

Cindy Gresham Cindy Gresham Troy, Michigan Details
Cindy Gresham's Schechter Wealth Experience July 2015 - Present
Job Sales Assistant for O, The Oprah Magazine, ELLE, and Integrated Media at Hearst Magazines
Industry Accounting
Experience
Schechter Wealth   July 2015 - Present
Schechter Wealth   July 2015 - Present
Hearst Magazines  August 2013 - June 2015
Conde Nast  July 2005 - October 2008
Orlando Design   2003 - 2005
Autoliv  April 2000 - December 2001
MSX International  1991 - 2001

Skills
Management, Sales, Process Improvement, Marketing, Photoshop, Social Media, Strategic Planning, Customer Service, Public Relations, Advertising

Education
Oakland Community College   2009 — 2015
Business/Concentration in Accounting

Rita Goldman Rita Goldman Greater Detroit Area Details
Rita Goldman's Schechter Wealth Experience September 2011 - Present
Job Solutions Analyst
Industry Insurance
Experience
Schechter Wealth   September 2011 - Present
Schechter Wealth   March 2006 - September 2011
Keller Williams Real Estate Associates Brokerage  2004 - 2006
American Red Cross  2001 - 2004

Skills
Administrative Support, Office Management, Outlook, Excel, Insurance Planning, Project Execution, Access, PowerPoint, Microsoft Office, Database Administration, Licensing, Microsoft Excel, Project Management, Administrative..., Sales, Management, Marketing, Account Management, Insurance, Databases, Strategic Planning, Software Documentation, Financial Planners, Analysis, CRM, Financial Planning, Leadership

Education
Michigan State University   1997 — 2001
International Relations, Social Services

Dani Piper Dani Piper Royal Oak, Michigan Details
Dani Piper's Schechter Wealth Experience March 2015 - Present
Job Advisor Recruiter at Schechter Wealth
Industry Health, Wellness and Fitness
Experience
Schechter Wealth   March 2015 - Present
Raise the Bar Fitness   June 2014 - Present
RPM Fitness   September 2014 - Present
Physician Referral Marketing   June 2014 - January 2015
BIG Communications  July 2007 - May 2014

Skills
Account Management, Interactive Marketing, Project Management, Relationship Marketing, Digital Media, Marketing Communications, Advertising, Digital Strategy, Digital Marketing, Social Media Marketing, CRM, Interactive Advertising, Event Management, Integrated Marketing, Copywriting, Marketing, Management, Training

Education
Oakland Community College   2009 — 2012

Clarenceville

Larry Leib Larry Leib Greater Detroit Area Details
Larry Leib's Schechter Wealth Experience November 2014 - Present
Job Vice President Senior Advisor at Schechter Wealth
Industry Law Practice
Experience
Schechter Wealth   November 2014 - Present
Law Offices of Lawrence J. Leib   January 2004 - December 2014
Leib Leib and Kramer, P.C.   May 1993 - December 2003

Skills
Public Speaking, Strategic Planning, Customer Service, Microsoft Office, Contract Negotiation, Negotiation, Management, Leadership, Research, Social Media, Marketing, Team Building, Fundraising, Event Planning, Nonprofits, Program Management, Public Relations, Budgets

Education
University of Michigan   1998 — 2000
Master of Science (MS), Business

University of Detroit School of Law   1990 — 1993
Doctor of Law (JD), Law

Michigan State University   1986 — 1990
Bachelor's degree- James Madison College, Economics and Urban Development

Jeanne Denomme Jeanne Denomme Greater Detroit Area Details
Jeanne Denomme's Schechter Wealth Experience May 2014 - Present
Job Underwriting Assistant at Schechter Wealth
Industry Health, Wellness and Fitness
Experience
Schechter Wealth   May 2014 - Present
University of Michigan Health System  January 2011 - May 2014
American Community Mutual Insurance Company  February 2009 - May 2010
American Community Mutual Insurance Company  July 2008 - February 2009
American Community Mutual Insurance Company  January 2008 - July 2008

Skills
HIPAA, Health Insurance, Insurance, Healthcare, Managed Care, Customer Service

Education
Central Michigan University
B.A.A., Interior Design w/ Industrial Technology Minor

Kelsey O'Keefe Kelsey O'Keefe Birmingham, Michigan Details
Kelsey O'Keefe's Schechter Wealth Experience September 2015 - Present
Job Intern at Schechter Wealth
Industry Financial Services
Experience
Schechter Wealth   September 2015 - Present
Hitachi Automotive Systems Americas, Inc.   May 2015 - August 2015
Quicken Loans  September 2014 - April 2015
Papa Vinos  May 2010 - September 2014
Knollwood Country Club  May 2008 - September 2014

Education
University of Michigan-Dearborn   2013 — 2016
Bachelor of Business Administration (BBA)

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