SeaCrest Wealth Management

Description

Address: 40 Beach St #305, Manchester-by-the-Sea, MA 01944 Phone: (978) 276-6525Place name: Website: Hours: : : Category: : : : : Website: http://www.seacrestwm.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.Add missing informationAdd business hours 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 SeaCrest Wealth Management, LLC Posting publicly on the Web Write a review Reviews Be the first to review

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SeaCrest Wealth Management Employees

Employee
Years
Job
Industry
Daniel Moskow Daniel Moskow Danville, California Details
Daniel Moskow's SeaCrest Wealth Management Experience February 2012 - Present
Job Wealth Manager at SeaCrest Wealth Management
Industry Financial Services
Experience
SeaCrest Wealth Management   February 2012 - Present
Morgan Stanley  April 1992 - February 2012

Skills
Wealth Management, Retirement Planning, Series 7, Investments, Strategic Financial..., Asset Allocation, Alternative Investments, Asset Management, Financial Planning, Investment Advisory, Portfolio Management, Securities, Wealth Management..., Financial Advisory, Fixed Income, Mutual Funds

Education
San Jose State University   1988 — 1990
Bachelor of Arts (B.A.), Marketing & Psychology

Joanne Hackenburg Joanne Hackenburg Greater New York City Area Details
Joanne Hackenburg's SeaCrest Wealth Management Experience February 2009 - Present
Job Wealth Advisor SeaCrest Wealth Management LLC
Industry Financial Services
Experience
SeaCrest Wealth Management   February 2009 - Present
SeaCrest Wealth Management   February 2009 - Present
Sandgrain Securities   September 1993 - February 2009
Paine Webber  January 1989 - September 1993
PruBache Sec   September 1983 - January 1989

Skills
Series 7, Wealth Management, Asset Allocation, Investments, Retirement Planning, Asset Managment, Portfolio Management, Fixed Income, Securities, Equities, Financial Advisory, Financial Analysis, Asset Management, Retirement, Financial Services

Education
State University of New York College at Potsdam   1976 — 1980
BA, Economics

Iona College   1978 — 1978

Mercy College   1976 — 1977
Business/Marketing

James D. Dickey, CFP®, CDFA™ James D. Dickey, CFP®, CDFA™ Columbus, Ohio Area Details
James D. Dickey, CFP®, CDFA™'s SeaCrest Wealth Management Experience May 2014 - Present
Job Financial Advisor at SeaCrest Wealth Management
Industry Investment Management
Experience
SeaCrest Wealth Management   May 2014 - Present
Ameriprise Financial Services, Inc.   May 2009 - April 2014
NatCity Investments  June 1999 - April 2009

Skills
Certified Divorce..., Certified Financial..., Management, Investments, Finance, Retirement Planning, Strategic Financial..., Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Retirement, Series 7

Education
The Ohio State University   1994 — 1999
BS, Financial Management

Jeffrey Meyer, CFA, CFP Jeffrey Meyer, CFA, CFP Rapid City, South Dakota Area Details
Jeffrey Meyer, CFA, CFP's SeaCrest Wealth Management Experience June 2008 - Present
Job Wealth Advisor at SeaCrest Wealth Management
Industry Financial Services
Experience
SeaCrest Wealth Management   June 2008 - Present
Morgan Stanley  May 2002 - June 2008

Skills
Investments, Financial Advisory, Estate Planning, Wealth Management, Securities, Asset Allocation, Retirement Planning, Investment Advisory, Wealth, Alternative Investments, Strategic Financial..., Investment Strategies, Asset Management, Uniform Combined State..., Wealth Management..., Hedge Funds, Financial Analysis, Strategy, Capital Markets, Private Equity, Mutual Funds, Finance, Pensions, Mortgage Lending, Investment Management, Fixed Income, Insurance, Equities, Retirement, ETFs, Separately Managed..., Portfolio Management, Financial Markets, Asset Managment, IRAs, 401k, Fixed Annuities, Financial Services, Loans, Funding, Risk Management, High Net Worth..., FINRA, Bonds, Life Insurance

Education
San Diego State University-California State University   1999 — 2001
Master of Science Business Administration, Finance

The University of South Dakota   1991 — 1995
BS, Business Administration

Dean Livingston Dean Livingston Greenville, South Carolina Area Details
Dean Livingston's SeaCrest Wealth Management Experience August 2009 - Present
Job Certified Wealth Strategist® / Wealth Advisor at SeaCrest Wealth Management
Industry Financial Services
Experience
SeaCrest Wealth Management   August 2009 - Present

Skills
Wealth Strategies, Trust Management, Tax-Efficient..., Wealth Preservation, Allocation Discipline, Precious Metals, Alternative Investments, Asset Allocation, Financial Advisory, Discipline, Financial Services, Investment Strategies, Wealth Management..., Investments, Wealth Management, Asset Management, Finance, Retirement Planning, Leadership, Retirement, Estate Planning, Wealth, Portfolio Management

Education
University of South Carolina - The Moore School of Business   1979 — 1984
BS, Accounting

James R. Wombles, Jr. James R. Wombles, Jr. Washington D.C. Metro Area Details
James R. Wombles, Jr.'s SeaCrest Wealth Management Experience 2009 - March 2012
Job Regional Brokerage Manager, SVP, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  March 2012 - Present
SeaCrest Wealth Management   2009 - March 2012
Citi Global Markets / Smith Barney   2006 - 2009
Hilliard Lyons  2004 - 2006
Morgan Stanley  2002 - 2004
Morgan Stanley  2000 - 2002
Morgan Stanley  1996 - 2000

Skills
Series 7, Leadership, Relationship Management, Program Management, Wealth Management, Financial Advisory, Alternative Investments, Investment Advisory

Education
University of Kentucky
BBA

Robert R Sayler Robert R Sayler Rapid City, South Dakota Area Details
Robert R Sayler's SeaCrest Wealth Management Experience June 2008 - Present
Job Wealth Advisor and Branch Manager at SeaCrest Wealth Management
Industry Financial Services
Experience
SeaCrest Wealth Management   June 2008 - Present
Morgan Stanley  January 1995 - June 2008

Skills
Wealth Management, Investments, Alternative Investments, Asset Allocation, Asset Managment, Portfolio Management, Series 7, Retirement Planning, Strategic Financial..., Finance, Financial Services, Wealth Management..., Equities, Asset Management, Wealth, Risk Management, Investment Management, Retirement, Financial Advisory, Investment Advisory, Securities, Financial Planning

Education
South Dakota School of Mines and Technology   1981 — 1985
BSCE, Civil Engineering

Rob Sayler Rob Sayler Rapid City, South Dakota Area Details
Rob Sayler's SeaCrest Wealth Management Experience June 2008 - Present
Job at SeaCrest Wealth Management
Industry Investment Management
Experience
SeaCrest Wealth Management   June 2008 - Present
Rapid City YMCA   2014 - 2015
Rapid City YMCA   2014 - 2015
Morgan Stanley  January 1996 - June 2008
Berger ABAM Engineers   May 1991 - January 1996

Skills
Wealth Management, Investment Advisory, Retirement Planning, Risk Assessment, Risk Management, Multi-generational..., Saving for Education, Term Life Insurance, Long Term Care Insurance, Estate Planning, Variable Annuities, Fixed Annuities, Alternative Investments, Investments, Portfolio Management, Asset Allocation, Financial Services, Investment Management, Asset Management

Education
South Dakota School of Mines and Technology   1981 — 1985
Bachelor of Science (BS), Civil Engineering

Jones County High School   1977 — 1981

Dan Duke Dan Duke Greater Seattle Area Details
Dan Duke's SeaCrest Wealth Management Experience 2009 - 2010
Job Managing Director, Market Executive at US Trust
Industry Financial Services
Experience
US Trust  October 2010 - Present
SeaCrest Wealth Management   2009 - 2010
Bank of America  2007 - 2009
Merrill Lynch  2002 - 2007
RBC Financial Group  1994 - 2002

Skills
Strategic Planning, Wealth Management, Recruiting, Coaching, Financial Advisory, Investments, Strategy, ETFs, Portfolio Management

Education
The University of Chicago - Booth School of Business   2012 — 2012
Certified Private Wealth Advisor, Professional Designation, High Networth Wealth Management

University of California, Los Angeles - The Anderson School of Management   2000 — 2002
MBA

Queen's University   1989 — 1993
BA Honours, Economics

Noha Schulze Noha Schulze San Francisco Bay Area Details
Noha Schulze's SeaCrest Wealth Management Experience September 2012 - Present
Job Senior Vice President Wealth Advisor at SeaCrest Wealth Management
Industry Financial Services
Experience
SeaCrest Wealth Management   September 2012 - Present
Wells Fargo Advisors, LLC  September 2002 - September 2012
Citibank  May 1989 - September 1996

Skills
Investments, Portfolio Management, Financial Analysis, Strategic Financial..., Mortgage Lending, Loans, Credit, Banking, Asset Managment, Finance, Credit Analysis, Wealth Management, Series 7, Mortgage Banking, Loan Origination

Education
Jâmi'at Al-Qiddis Yussuf   1980 — 1984
Bachelor of Business Administration (BBA), Business/Commerce, General

Tessa Peteete Tessa Peteete Brooklyn, New York Details
Tessa Peteete's SeaCrest Wealth Management Experience November 2012 - May 2013
Job Director of Operations
Industry Hospital & Health Care
Experience
Generations Neurosurgery   July 2013 - Present
SeaCrest Wealth Management   November 2012 - May 2013
The DoubleTree Hotel  January 2011 - October 2012
Merrill Lynch  September 2011 - December 2011
The Private Bank And Trust Company  May 2010 - August 2010
Fermilab  May 2008 - September 2008
University of Cambridge  May 2007 - August 2007

Skills
Conversational in French, 93rd Percentile in ETS..., NASBITE Certified..., Proficient in Excel..., Experience with GRETL..., Microsoft Excel, PowerPoint, Statistics, French, Microsoft Office, Microsoft Word, Economics, Research, Investments

Education
College of Charleston   2008 — 2012
Bachelor’s Degree, Economics; International Business

Ecole de Management de Strasbourg   2010 — 2011
Study Abroad opportunity to complete requirements of International Business Degree, French Studies, Economics of the European Union

Collin Sullivan Collin Sullivan Darien, Connecticut Details
Collin Sullivan's SeaCrest Wealth Management Experience May 2013 - August 2013
Job Financial Services Professional
Industry Financial Services
Experience
Madison Green Agency   July 2014 - October 2014
Alternative Capital Advisers   July 2014 - October 2014
SeaCrest Wealth Management   May 2013 - August 2013
Fieldpoint Private  May 2012 - August 2012
Bridgeport Bluefish  April 2011 - August 2011

Skills
Interested in Golf,..., Microsoft Excel, Black..., Life & Health Licenses

Education
Bates College   2010 — 2014
Bachelor of Arts (B.A.), American History (United States)

Edward M. Sullivan Edward M. Sullivan Purchase, New York Details
Edward M. Sullivan's SeaCrest Wealth Management Experience April 2008 - Present
Job Managing Partner at SeaCrest Wealth Management
Industry Financial Services
Experience
SeaCrest Wealth Management   April 2008 - Present
Morgan Stanley  December 1981 - May 2006

Education
Providence College

Amy McLandress Amy McLandress Greater Detroit Area Details
Amy McLandress's SeaCrest Wealth Management Experience September 2014 - Present
Job Senior Wealth Advisor at SeaCrest Wealth Management
Industry Banking
Experience
SeaCrest Wealth Management   September 2014 - Present
Huntington National Bank  May 2012 - August 2014
The PrivateBank  November 1999 - May 2012
Roney & Co.   June 1994 - October 1999

Skills
Portfolio Management, Asset Managment, Asset Allocation, Strategic Financial..., Wealth Preservation...

Education
Albion College   1984 — 1988
B.S., Economics and Management

Charles Winston Charles Winston Greater New York City Area Details
Charles Winston's SeaCrest Wealth Management Experience January 2009 - April 2014
Job Financial Consultant at Circle Advisers, Inc.
Industry Financial Services
Experience
Circle Advisers, Inc.   April 2014 - Present
SeaCrest Wealth Management   January 2009 - April 2014
Merrill Lynch  2001 - 2009

Education
Fordham Gabelli School of Business   1997 — 1999
MBA, Finance

Hobart and William Smith Colleges   1984 — 1988
BS, Economics, Poli Sci

Byram Hills High School

Bradford Kimball Bradford Kimball Greater Boston Area Details
Bradford Kimball's SeaCrest Wealth Management Experience 2009 - Present
Job Wealth Advisor at Seacrest Wealth Management
Industry Investment Management
Experience
Seacrest Wealth Management   2009 - Present
SeaCrest Wealth Management   2009 - Present

Skills
Wealth Management

Education
University of Maine

Mark Fadling Mark Fadling Medford, Oregon Details
Mark Fadling's SeaCrest Wealth Management Experience March 2009 - Present
Job Wealth Manager at SeaCrest Wealth Management
Industry Financial Services
Experience
SeaCrest Wealth Management   March 2009 - Present

Skills
In Wealth Management...

Education
University of Oregon   1979 — 1983
Business Administration and Management, General