Strategic Wealth Management Group
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Strategic Wealth Management Group Employees
Employee
Years
Job
Industry
Alexander Lazarev Alexander Lazarev's Strategic Wealth Management Group Experience October 2005 - May 2007
Job Advisor at Strategic International Trade Group
Industry Financial Services
Experience
Strategic International Trade Group January 2013 - Present
Sontag Advisory March 2008 - November 2011
Strategic Wealth Management Group October 2005 - May 2007
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
Bachelor, Finance
Moscow Aviation Institute (National Research University) 1996 — 2001
Bachelor, Electronics Engineering
Strategic International Trade Group January 2013 - Present
Sontag Advisory March 2008 - November 2011
Strategic Wealth Management Group October 2005 - May 2007
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
Bachelor, Finance
Moscow Aviation Institute (National Research University) 1996 — 2001
Bachelor, Electronics Engineering
Irfan Musliwala Irfan Musliwala's Strategic Wealth Management Group Experience January 2009 - December 2010
Job Accountant at Citi Private Equity Services
Industry Financial Services
Experience
Citi May 2015 - Present
Assured Guaranty January 2013 - April 2015
Assured Guaranty January 2012 - December 2012
Assured Guaranty January 2011 - December 2011
Strategic Wealth Management Group January 2009 - December 2010
Skills
Investments, Financial Analysis, Financial Reporting, Corporate Finance, Bloomberg, Portfolio Management, Accounting, Account Reconciliation, Microsoft Excel, Fixed Income, Equities, Auditing, Asset Management, Microsoft Office, Analysis, Finance
Education
Baruch College 2007 — 2011
Bachelor of Business Administration (BBA), Finance and Investments
Citi May 2015 - Present
Assured Guaranty January 2013 - April 2015
Assured Guaranty January 2012 - December 2012
Assured Guaranty January 2011 - December 2011
Strategic Wealth Management Group January 2009 - December 2010
Skills
Investments, Financial Analysis, Financial Reporting, Corporate Finance, Bloomberg, Portfolio Management, Accounting, Account Reconciliation, Microsoft Excel, Fixed Income, Equities, Auditing, Asset Management, Microsoft Office, Analysis, Finance
Education
Baruch College 2007 — 2011
Bachelor of Business Administration (BBA), Finance and Investments
Sally Merckx Sally Merckx's Strategic Wealth Management Group Experience August 2007 - May 2008
Job Social Marketing Leader
Industry Retail
Experience
ULTA Beauty June 2015 - Present
Kohl's Department Stores June 2012 - May 2015
Priceline.com January 2011 - June 2012
Hard Rock Hotel Chicago July 2010 - January 2011
Brooksource and Technical Youth August 2008 - November 2010
Strategic Wealth Management Group August 2007 - May 2008
Madison Metropolitan School District March 2006 - May 2008
Skills
Marketing, Strategy, Customer Service, Sales, Social Media, Facebook, Retail, Hospitality, Hotels, Social Networking, Leadership, Account Management, Event Planning, Social Media Marketing, Recruiting, Digital Marketing, Management, Marketing Strategy, Online Advertising, Email Marketing, Event Management, Salesforce.com, Advertising, E-commerce, Online Marketing, Integrated Marketing, Marketing Communications
Education
University of Wisconsin-Madison 2004 — 2008
Bachelor of Arts, Consumer Science
Illinois Institute of Art 2009 — 2010
Associate's degree, Hospitality Management
ULTA Beauty June 2015 - Present
Kohl's Department Stores June 2012 - May 2015
Priceline.com January 2011 - June 2012
Hard Rock Hotel Chicago July 2010 - January 2011
Brooksource and Technical Youth August 2008 - November 2010
Strategic Wealth Management Group August 2007 - May 2008
Madison Metropolitan School District March 2006 - May 2008
Skills
Marketing, Strategy, Customer Service, Sales, Social Media, Facebook, Retail, Hospitality, Hotels, Social Networking, Leadership, Account Management, Event Planning, Social Media Marketing, Recruiting, Digital Marketing, Management, Marketing Strategy, Online Advertising, Email Marketing, Event Management, Salesforce.com, Advertising, E-commerce, Online Marketing, Integrated Marketing, Marketing Communications
Education
University of Wisconsin-Madison 2004 — 2008
Bachelor of Arts, Consumer Science
Illinois Institute of Art 2009 — 2010
Associate's degree, Hospitality Management
Denise Vejar Denise Vejar's Strategic Wealth Management Group Experience September 2001 - September 2002
Job Executive Assistant to Executive Vice President of University Advancement at Chapman University
Industry Higher Education
Experience
Chapman University May 2013 - Present
Carrington Mortgage Holdings April 2010 - February 2013
The McNaughton Company January 2007 - January 2010
Linex Franchise Development Group August 2005 - January 2007
ConAgra Foods September 2002 - August 2005
Strategic Wealth Management Group September 2001 - September 2002
Primedia, Inc. (GR8RIDE.com) May 2000 - August 2001
ConAgra Foods May 1992 - May 2000
Skills
Marketing Communications, Superior written &..., Planning & Execution of..., Administrative..., C-Level Relationships, Word, Excel, Powerpoint..., High Level Of..., Administrative..., Human Resources, Microsoft Excel, Management, Office Management, Team Building
Education
Fullerton College 1999 — 2000
Buena Park HIgh School
Chapman University May 2013 - Present
Carrington Mortgage Holdings April 2010 - February 2013
The McNaughton Company January 2007 - January 2010
Linex Franchise Development Group August 2005 - January 2007
ConAgra Foods September 2002 - August 2005
Strategic Wealth Management Group September 2001 - September 2002
Primedia, Inc. (GR8RIDE.com) May 2000 - August 2001
ConAgra Foods May 1992 - May 2000
Skills
Marketing Communications, Superior written &..., Planning & Execution of..., Administrative..., C-Level Relationships, Word, Excel, Powerpoint..., High Level Of..., Administrative..., Human Resources, Microsoft Excel, Management, Office Management, Team Building
Education
Fullerton College 1999 — 2000
Buena Park HIgh School
Helen Yue Helen Yue's Strategic Wealth Management Group Experience January 2015 - Present
Job Financial Portfolio Analyst at Strategic Wealth Management Group
Industry Financial Services
Experience
Baruch Investment Management Group February 2015 - Present
Strategic Wealth Management Group January 2015 - Present
Whizzieology February 2012 - Present
Starwint Asset Management September 2014 - December 2014
RVM Enterprises, Inc. July 2014 - September 2014
Baruch College February 2014 - July 2014
Julie Saul Gallery January 2014 - June 2014
Toys By Teens 2010 - 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Market Research, JavaScript, HTML, CSS, C++, Python, Philanthropy, Fundraising, Event Planning, Constant Contact, Relativity
Education
Baruch College, City University of New York (CUNY) 2013 — 2017
Bachelor of Arts (B.A.) with Honors, Mathematics
Macaulay Honors College at The City University of New York 2013 — 2017
Bachelor of Arts (B.A.) with Honors, Mathematics
Stuyvesant High School 2009 — 2013
4.0/4.0
Baruch Investment Management Group February 2015 - Present
Strategic Wealth Management Group January 2015 - Present
Whizzieology February 2012 - Present
Starwint Asset Management September 2014 - December 2014
RVM Enterprises, Inc. July 2014 - September 2014
Baruch College February 2014 - July 2014
Julie Saul Gallery January 2014 - June 2014
Toys By Teens 2010 - 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Market Research, JavaScript, HTML, CSS, C++, Python, Philanthropy, Fundraising, Event Planning, Constant Contact, Relativity
Education
Baruch College, City University of New York (CUNY) 2013 — 2017
Bachelor of Arts (B.A.) with Honors, Mathematics
Macaulay Honors College at The City University of New York 2013 — 2017
Bachelor of Arts (B.A.) with Honors, Mathematics
Stuyvesant High School 2009 — 2013
4.0/4.0
Sol Laudon Sol Laudon's Strategic Wealth Management Group Experience June 2012 - September 2012
Job Sr. Payor Strategy Analyst at DaVita
Industry Hospital & Health Care
Experience
DaVita January 2015 - Present
Deutsche Bank August 2013 - December 2014
Recurrent Capital March 2013 - May 2013
Casimir Capital January 2013 - May 2013
Neuberger Berman September 2012 - January 2013
Strategic Wealth Management Group June 2012 - September 2012
State of Israel Bonds March 2012 - June 2012
Castle & Associates Law Firm LLP June 2010 - August 2010
Israel Defense Force October 2008 - January 2010
Skills
Excel, Stata, Access, PowerPoint, Gretl, Visual Basic, Bloomberg Terminal, Reuters 3000, Microsoft Excel, Statistics, R
Education
Baruch College, City University of New York (CUNY) 2010 — 2013
Bachelor of Business Administration (BBA), Finance, 3.7
Bar-Ilan University
Certificate, Middle Eastern Studies
DaVita January 2015 - Present
Deutsche Bank August 2013 - December 2014
Recurrent Capital March 2013 - May 2013
Casimir Capital January 2013 - May 2013
Neuberger Berman September 2012 - January 2013
Strategic Wealth Management Group June 2012 - September 2012
State of Israel Bonds March 2012 - June 2012
Castle & Associates Law Firm LLP June 2010 - August 2010
Israel Defense Force October 2008 - January 2010
Skills
Excel, Stata, Access, PowerPoint, Gretl, Visual Basic, Bloomberg Terminal, Reuters 3000, Microsoft Excel, Statistics, R
Education
Baruch College, City University of New York (CUNY) 2010 — 2013
Bachelor of Business Administration (BBA), Finance, 3.7
Bar-Ilan University
Certificate, Middle Eastern Studies
Joshua Stein, CFP®, CRPC®'s Strategic Wealth Management Group Experience February 2013 - Present
Job Principal/Shareholder & CERTIFIED FINANCIAL PLANNER™ Professional at Strategic Wealth Management Group
Industry Financial Services
Experience
Strategic Wealth Management Group February 2013 - Present
Sport Clips Haircuts February 2012 - Present
Skills
Wealth Management, Retirement Planning, Financial Advisory, Series 7, Investments, Investment Advisory, Retirement, Strategic Financial..., Fixed Annuities, 401k, Series 24, Certified Financial..., Income Distribution, Personal Financial..., Life & Health Insurance..., Property & Casualty..., Investment Strategies, Estate Planning, Business Planning, Variable Annuities, Alternative Investments, Uniform Combined State..., Mutual Funds, Finance, Portfolio Management, Financial Services, Series 66, Tax-advantaged..., Financial Planning
Education
University of Pittsburgh 2001 — 2004
Bachelors of Science, Psychology & Communications, Graduated with honors
Duquesne University 2010 — 2010
Executive Certificate in Financial Planning
Strategic Wealth Management Group February 2013 - Present
Sport Clips Haircuts February 2012 - Present
Skills
Wealth Management, Retirement Planning, Financial Advisory, Series 7, Investments, Investment Advisory, Retirement, Strategic Financial..., Fixed Annuities, 401k, Series 24, Certified Financial..., Income Distribution, Personal Financial..., Life & Health Insurance..., Property & Casualty..., Investment Strategies, Estate Planning, Business Planning, Variable Annuities, Alternative Investments, Uniform Combined State..., Mutual Funds, Finance, Portfolio Management, Financial Services, Series 66, Tax-advantaged..., Financial Planning
Education
University of Pittsburgh 2001 — 2004
Bachelors of Science, Psychology & Communications, Graduated with honors
Duquesne University 2010 — 2010
Executive Certificate in Financial Planning
Amy Bercegeay Babin, CFE's Strategic Wealth Management Group Experience February 2007 - December 2008
Job Audit Consultant at Selfemployed
Industry Accounting
Experience
Self-employed June 2014 - Present
Roper Industries January 2014 - June 2014
Roper Industries January 2011 - January 2014
Roper Industries January 2009 - January 2011
Strategic Wealth Management Group February 2007 - December 2008
Skills
Internal Controls, Auditing, IT Audit, Internal Audit, Account Reconciliation, Enterprise Risk..., External Audit, Financial Statements, Finance, Sarbanes-Oxley Act, Process Improvement, Sarbanes-Oxley, US GAAP, SEC filings, CPA, GAAP, Revenue Recognition, Management, Financial Accounting, Variance Analysis, Assurance, Financial Audits, Financial Reporting, Accounting, Financial Analysis, SOX Compliancy, Fixed Assets, Cost Accounting, Business Process..., Analysis, Risk Assessment, COSO, Hyperion Enterprise, Hyperion HFM, General Ledger, Journal Entries, Risk Management
Education
Louisiana State University 2004 — 2008
BS, Finance, Internal Audit
Self-employed June 2014 - Present
Roper Industries January 2014 - June 2014
Roper Industries January 2011 - January 2014
Roper Industries January 2009 - January 2011
Strategic Wealth Management Group February 2007 - December 2008
Skills
Internal Controls, Auditing, IT Audit, Internal Audit, Account Reconciliation, Enterprise Risk..., External Audit, Financial Statements, Finance, Sarbanes-Oxley Act, Process Improvement, Sarbanes-Oxley, US GAAP, SEC filings, CPA, GAAP, Revenue Recognition, Management, Financial Accounting, Variance Analysis, Assurance, Financial Audits, Financial Reporting, Accounting, Financial Analysis, SOX Compliancy, Fixed Assets, Cost Accounting, Business Process..., Analysis, Risk Assessment, COSO, Hyperion Enterprise, Hyperion HFM, General Ledger, Journal Entries, Risk Management
Education
Louisiana State University 2004 — 2008
BS, Finance, Internal Audit
Emily Desjardins Emily Desjardins's Strategic Wealth Management Group Experience September 2013 - September 2014
Job Student at James Madison University
Industry Accounting
Experience
Ropewalk Tavern May 2015 - August 2015
Strategic Wealth Management Group September 2013 - September 2014
Dead Freddies May 2014 - August 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, SPSS, Teamwork, Time Management, Customer Service, English, Event Planning, Outlook, Accounting, Social Media, Public Speaking, Research
Education
James Madison University 2013 — 2017
Accounting
Ropewalk Tavern May 2015 - August 2015
Strategic Wealth Management Group September 2013 - September 2014
Dead Freddies May 2014 - August 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, SPSS, Teamwork, Time Management, Customer Service, English, Event Planning, Outlook, Accounting, Social Media, Public Speaking, Research
Education
James Madison University 2013 — 2017
Accounting
Dominic DiBartolo Dominic DiBartolo's Strategic Wealth Management Group Experience May 2012 - August 2012
Job Securities Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2014 - Present
Strategic Wealth Management Group May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Leadership, Microsoft Word, Social Media, Microsoft Excel, Research, Public Speaking, Data Analysis, Analysis
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science (B.S.), Finance & Information Systems
Wells Fargo August 2014 - Present
Strategic Wealth Management Group May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Leadership, Microsoft Word, Social Media, Microsoft Excel, Research, Public Speaking, Data Analysis, Analysis
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science (B.S.), Finance & Information Systems
Ronak Jain Ronak Jain's Strategic Wealth Management Group Experience May 2007 - December 2007
Job Associate, PMG Global Opportunities Team at BlackRock
Industry Financial Services
Experience
BlackRock June 2012 - Present
BlackRock September 2009 - May 2012
Lazard Asset Management June 2008 - August 2008
Strategic Wealth Management Group May 2007 - December 2007
ARJ Investment Partners July 2007 - September 2007
Skills
Equity Research, Equities, Investments, Portfolio Management, Buy-side
Education
Florence University of Arts 2009 — 2009
Photography
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA, Finance & Investments
Bronx HS of Science 2001 — 2005
BlackRock June 2012 - Present
BlackRock September 2009 - May 2012
Lazard Asset Management June 2008 - August 2008
Strategic Wealth Management Group May 2007 - December 2007
ARJ Investment Partners July 2007 - September 2007
Skills
Equity Research, Equities, Investments, Portfolio Management, Buy-side
Education
Florence University of Arts 2009 — 2009
Photography
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA, Finance & Investments
Bronx HS of Science 2001 — 2005
Winfield Nash's Strategic Wealth Management Group Experience May 2005 - April 2009
Job Financial Services Professional
Industry Financial Services
Experience
Strategic Wealth Management Group May 2005 - April 2009
Edward Jones October 2000 - January 2005
Bernard Haldane January 1998 - January 2000
State of Wisconsin January 1991 - January 1998
General Exhibits and Displays November 1984 - July 1990
Proto Grafix September 1983 - November 1984
Thornton Community College July 1976 - June 1983
Education
University of Iowa
Masters of Fine Art
University of Iowa
Masters of Art
Southern Illinois University
Bachelor of Science, Communications
Strategic Wealth Management Group May 2005 - April 2009
Edward Jones October 2000 - January 2005
Bernard Haldane January 1998 - January 2000
State of Wisconsin January 1991 - January 1998
General Exhibits and Displays November 1984 - July 1990
Proto Grafix September 1983 - November 1984
Thornton Community College July 1976 - June 1983
Education
University of Iowa
Masters of Fine Art
University of Iowa
Masters of Art
Southern Illinois University
Bachelor of Science, Communications