SeaCrest Wealth Management
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
SeaCrest Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SeaCrest Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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SeaCrest Wealth Management Employees
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
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
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
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
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
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
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
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
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
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
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
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)
SeaCrest Wealth Management April 2008 - Present
Morgan Stanley December 1981 - May 2006
Education
Providence College
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
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
Seacrest Wealth Management 2009 - Present
SeaCrest Wealth Management 2009 - Present
Skills
Wealth Management
Education
University of Maine
SeaCrest Wealth Management March 2009 - Present
Skills
In Wealth Management...
Education
University of Oregon 1979 — 1983
Business Administration and Management, General