Schechter Wealth Strategies

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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 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: (248) 731-9500: : Place name: : : : : Category: Website: 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 Strategies Employees

Employee
Years
Job
Industry
Corissa McClatchey Corissa McClatchey Birmingham, Michigan Details
Corissa McClatchey's Schechter Wealth Strategies Experience February 2013 - September 2013
Job Program Compliance Coordinator
Industry Construction
Experience
BELFOR Property Restoration  October 2013 - Present
Schechter Wealth Strategies   February 2013 - September 2013
Certified Restoration Drycleaning Network  March 2006 - February 2013
Central Transport  October 2004 - March 2006
St. James Capital, LLC   February 2002 - July 2004

Skills
Program Management, Office Administration, Coordinating Events, Customer Satisfaction, Outlook, Spreadsheets, Microsoft Excel, Organization, Time Management, Insurance, Leadership, Sales Management, Software Documentation, Claim, Marketing, Invoicing, Management, Training, Customer Service, Team Building

Education
Oakland University

Oakland Community College
Associate's degree

Royal Oak High School (Dondero High School)   1996 — 2000
High School Diploma

Michelle Meinhart Michelle Meinhart Mount Pleasant, Michigan Details
Michelle Meinhart's Schechter Wealth Strategies Experience May 2012 - June 2012
Job Fitness Specialist and Personal Trainer at Morey Courts Recreation Center
Industry Health, Wellness and Fitness
Experience
North Oakland Family YMCA  May 2015 - Present
Morey Courts Recreation Center  May 2014 - May 2015
Central Michigan University  October 2013 - June 2014
Central Michigan University  August 2012 - May 2013
Schechter Wealth Strategies   May 2012 - June 2012

Skills
ACSM CPT, Cpr Certified, First Aid, Public Speaking, Community Outreach, PowerPoint, Time Management, Microsoft Word, Event Planning, Customer Service, Exercise Physiology, Social Media, Fitness, Strength Training, Personal Training, CPR Certified

Education
Central Michigan University   2011 — 2015
Bachelor of Science (B.S.), Exercise Science

Central Michigan University   2011 — 2015

Kelli Saperstein Anderson Kelli Saperstein Anderson Greater Detroit Area Details
Kelli Saperstein Anderson's Schechter Wealth Strategies Experience August 2003 - May 2008
Job Director, Wealth Management at Telemus Capital
Industry Investment Management
Experience
Telemus Capital  April 2015 - Present
Telemus Capital Partners  December 2010 - Present
The Jablon Group   June 2008 - December 2010
Schechter Wealth Strategies   August 2003 - May 2008
Morgan Stanley  May 2001 - August 2003

Skills
Asset Allocation, Fixed Income Analysis, Strategic Financial..., Portfolio Management, Investment Advisory, Life Insurance, Series 65, Fixed Income Portfolio..., Investment Policy..., Morningstar Direct, Advent, Bloomberg, Microsoft Excel, Bloomberg Terminal, Salesforce.com, Junxure, Estate Planning, Series 7, Fixed Income, Wealth, Finance, Financial Planning, Financial Advisory, Investment Management, Management, Wealth Management, Investments

Education
University of Michigan   1997 — 2001
BA, Economics and English

London School of Economics and Political Science   2000 — 2000
Summer Program, Economics

Sarah Ullmann Sarah Ullmann Auburn Hills, Michigan Details
Sarah Ullmann's Schechter Wealth Strategies Experience January 2005 - February 2010
Job Office Administrator at American Jewelry and Loan
Industry Retail
Experience
American Jewelry and Loan   November 2012 - Present
Mad Cow Custom Leather   June 2012 - Present
Schechter Wealth Strategies   January 2005 - February 2010

Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Data Entry, Inventory Management, Event Planning, Time Management, Retail, Office Administration, Social Networking, Sales, Social Media, Management, Team Building

Education
Oakland Community College   2005 — 2020

Avondale High School   1994 — 1998

Gregory Sobol Gregory Sobol Greater Detroit Area Details
Gregory Sobol's Schechter Wealth Strategies Experience March 2014 - February 2015
Job Finance/Accounting/Musician
Industry Financial Services
Experience
United Shore  July 2015 - Present
Tangerine Moon Productions   January 2008 - Present
Transmat Records - Derrick May   April 2012 - Present
Joe Cornell Entertainment  July 2011 - Present
Schechter Wealth Strategies   March 2014 - February 2015
RoundPoint Financial Group  September 2013 - March 2014
Michigan Mutual  February 2012 - September 2013
Quicken Loans  September 2011 - January 2012
Quicken Loans  June 2011 - September 2011
Marshall Music Co  March 2009 - June 2011

Skills
Leadership, Social Media, Music, Management, Customer Satisfaction, Band, Entrepreneurship, Customer Service, Finance, Mortgage Banking, Residential Mortgages, Entertainment, Percussion Performance, Creative Direction, Time Management, Musical Theatre, Banking, Social Networking, Drums, Event Planning, Bands, Sales

Education
Walsh College of Accountancy and Business Administration   2010 — 2011
Bachelor, Accounting

Novi High School

Syracuse University
Music Performance

Western Michigan University
Music Performance/Jazz Studies

Robert Langer Robert Langer Jackson, Wyoming Details
Robert Langer's Schechter Wealth Strategies Experience November 2012 - September 2013
Job Principal at Gallatin Wealth Management
Industry Investment Management
Experience
Gallatin Wealth Management   July 2014 - Present
Schechter Wealth Strategies   November 2012 - September 2013
BTIG  November 2009 - September 2011

Skills
Equities, Alternative Investments, Bloomberg, Business Strategy, Credit Analysis, Portfolio Management, Hedge Funds, Wealth Management, Project Management, Asset Managment, Asset Allocation, Due Diligence, Capital Markets, Investment Banking, Investment Strategies, Venture Capital, Private Equity, Investments, Fixed Income, Structured Products, Series 7

Education
University of Pennsylvania - The Wharton School

Cheryl Bastian Cheryl Bastian Greater Detroit Area Details
Cheryl Bastian's Schechter Wealth Strategies Experience September 2008 - Present
Job Client Service Advisor at Schechter Wealth Strategies
Industry Insurance
Experience
Schechter Wealth Strategies   September 2008 - Present
Lau & Lau Associates, LLC   2003 - July 2008
Mass Mutual Financial Group  1996 - 2003

Skills
Life Insurance, Insurance, Customer Service, Sales Management, Strategic Planning, Financial Analysis, Marketing, Account Management, Leadership, Team Building, Risk Management, Sales, New Business Development, Management, Marketing Strategy, Retirement Planning, Negotiation, Investments, Microsoft Office, Fixed Annuities, Business Development, Financial Planning, Financial Services

Education
Michigan State University

Jason Zimmerman, MBA, CLU, CAP Jason Zimmerman, MBA, CLU, CAP Greater Detroit Area Details
Jason Zimmerman, MBA, CLU, CAP's Schechter Wealth Strategies Experience 1997 - Present
Job Partner, Schechter Wealth Strategies
Industry Financial Services
Experience
Schechter Wealth Strategies   1997 - Present

Skills
Portfolio Management, Estate Planning, Wealth, Securities, Strategic Financial..., Life Insurance, Investments, Wealth Management..., Financial Advisory, Tax, Insurance, Investment Advisory, High Net Worth..., Wealth Management, Asset Allocation, Financial Planning

Education
Fordham Gabelli School of Business   1994 — 1997
MBA, Finance

University of Wisconsin-Madison   1986 — 1990
BA, History, Economics

Stephen Hertzfeld Stephen Hertzfeld Greater Seattle Area Details
Stephen Hertzfeld's Schechter Wealth Strategies Experience May 2007 - July 2009
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte  August 2011 - Present
Schechter Wealth Strategies   May 2007 - July 2009
Ford Motor Company  June 2006 - May 2007
Michigan State University  August 2003 - May 2006
Ford Motor Company  May 2005 - August 2005

Skills
Financial Analysis, Mergers, Analysis, Auditing, IFRS, Management Consulting, Financial Reporting, Accounting, Financial Accounting

Education
University of Detroit Mercy   2009 — 2010
Master of Science, Business Turnaround Management

Michigan State University   2002 — 2006
Bachelor of Arts, Finance

Ilana Liss Ilana Liss Greater Detroit Area Details
Ilana Liss's Schechter Wealth Strategies Experience January 2013 - Present
Job Director of Strategy & Implementation at Schechter Wealth Strategies
Industry Insurance
Experience
Schechter Wealth Strategies   January 2013 - Present
Schechter Wealth Strategies   July 2004 - December 2012
Lotsoff Capital Management  2002 - 2004

Skills
Insurance, Estate Planning, Life Insurance, Personal Financial..., Disability Insurance, Property & Casualty..., Asset Allocation, General Insurance, Liability, Investments, Wealth Management, Commercial Insurance, Retirement, Series 7, Financial Advisory, Health Insurance, Portfolio Management, Long-term Care, Financial Planners, Retirement Planning, Strategic Financial..., Term Life Insurance, Asset Management, Financial Services, Fixed Annuities

Education
University of Michigan - Stephen M. Ross School of Business   2000 — 2002
Bachelor of Business Administration (BBA)

Therese Rasmussen Therese Rasmussen Greater Detroit Area Details
Therese Rasmussen's Schechter Wealth Strategies Experience August 2003 - Present
Job Senior Life Underwriting Case Manager at Schechter Wealth Strategies
Industry Insurance
Experience
Schechter Wealth Strategies   August 2003 - Present
Retirement Funding Corp   September 1993 - July 2003
The Equitable  April 1986 - September 1993

Skills
Insurance, Underwriting, Life Insurance, Long-term Care, Financial Services, Risk Management, Management, Fixed Annuities, Term Life Insurance, Customer Service, Disability Insurance, Brokers

Education
Oakland Community College   1982 — 1985
Associates (Cum Laude)

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