Strategic Wealth Management, LLC

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Strategic Wealth Management, LLC Employees

Employee
Years
Job
Industry
Gabrielle Triplette Gabrielle Triplette New York, New York Details
Gabrielle Triplette's Strategic Wealth Management, LLC Experience January 2009 - December 2010
Job Senior Consultant at Deloitte & Touche
Industry Accounting
Experience
Deloitte  August 2013 - Present
Deloitte & Touche  January 2012 - August 2013
Strategic Wealth Management, LLC   January 2009 - December 2010
FedEx Services  June 2010 - August 2010

Skills
Internal Controls, Financial Reporting, Project Management, Internal Audit, Accounting, Auditing, Financial Analysis, Sarbanes-Oxley Act, US GAAP, Sarbanes-Oxley, Enterprise Risk..., SEC filings, SEC Filings, IT Audit, Microsoft Excel, External Audit, Financial Modeling, Data Analysis

Education
University of Notre Dame   2011 — 2011
Master of Science (M.S.), Accountancy

Louisiana State University   2007 — 2010
Bachelor of Science (B.S.), Finance, General, Cum Laude

Adam Petrone Adam Petrone Greater New York City Area Details
Adam Petrone's Strategic Wealth Management, LLC Experience May 2007 - August 2007
Job Change Manager Broker Channel & Claims at Hiscox
Industry Insurance
Experience
Hiscox  March 2015 - Present
Hiscox  October 2013 - March 2015
Hiscox  April 2013 - October 2013
Hiscox  August 2011 - March 2013
Hiscox  September 2010 - July 2011
Hiscox  March 2009 - August 2010
Schultze Asset Management  May 2008 - August 2008
Strategic Wealth Management, LLC   May 2007 - August 2007

Skills
Process Improvement, Change Management, Operations Management, Performance Analysis, Business Analysis, Property & Casualty..., Commercial Insurance, General Insurance, Insurance, Requirements Gathering, Management, Service Delivery, Risk Management, Brokers, Professional Liability, Reinsurance

Education
University of Maryland College Park
BA

The George Washington University

David W. Smith, CFP, ChFC David W. Smith, CFP, ChFC Bend, Oregon Details
David W. Smith, CFP, ChFC's Strategic Wealth Management, LLC Experience April 2009 - Present
Job Certified Financial Planning Professional; Chartered Financial Consultant
Industry Financial Services
Experience
Strategic Wealth Management, LLC   April 2009 - Present
Strategic Wealth Management, LLC   April 2009 - Present
United Planners Financial Services of America, a Limited Partnership   April 2009 - Present
MetLife Financial Services  March 2002 - March 2007
Allmerica Investments, Inc., Allmerica Financial   May 1985 - March 2002

Skills
Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Wealth, Retirement, Pensions, Investment Advisory, Investment Management, Financial Planning, Wealth Management, Insurance, Estate Planning, Mutual Funds, Securities, Financial Services, Financial Advisory, Series 7, Personal Financial..., Life Insurance

Education
Portland State University   1979 — 1984

The American College
Chartered Financial Consultant, Financial Planning and Services

Jeanine Benenati Jeanine Benenati Dallas/Fort Worth Area Details
Jeanine Benenati's Strategic Wealth Management, LLC Experience December 1999 - Present
Job President, Strategic Wealth Management, LLC
Industry Financial Services
Experience
LPL Financial  2012 - Present
Strategic Wealth Management, LLC   December 1999 - Present
MetLife Financial Services  March 2002 - August 2005
Phoenix Life Insurance Company  March 1997 - December 1999
Phoenix Life Insurance Company  March 1994 - March 1997
Transamerica Reinsurance  March 1992 - March 1994

Education
Cameron University   1982 — 1984
Accounting

University of Central Oklahoma   1981 — 1982
Accounting

Tim Waterworth, CFP®, ChFC, CLU Tim Waterworth, CFP®, ChFC, CLU Dallas/Fort Worth Area Details
Tim Waterworth, CFP®, ChFC, CLU's Strategic Wealth Management, LLC Experience September 2008 - April 2011
Job President at Waterworth Wealth Advisors, LLC
Industry Financial Services
Experience
Waterworth Wealth Advisors, LLC   May 2011 - Present
Strategic Wealth Management, LLC   September 2008 - April 2011
Fidelity Investments  2006 - 2008
Marsh Private Client Services  2002 - 2005
John Hancock  2000 - 2002

Education
University of Nebraska at Omaha   1980 — 1984
BSBA, Economics, Real Estate Investment

Malcolm Turner Malcolm Turner Greater Detroit Area Details
Malcolm Turner's Strategic Wealth Management, LLC Experience October 2001 - January 2006
Job Manager The Turner Group
Industry Financial Services
Experience
The Turner Group  2015 - Present
Castle Commercial Capital, LLC   January 2007 - March 2015
Direct Lending   October 2005 - January 2007
Strategic Wealth Management, LLC   October 2001 - January 2006
Ameriprise Financial Services, Inc.   April 1995 - October 2001

Skills
Finance, Management, Sales, Loans, Investments, Credit, Mortgage Lending, Commercial Real Estate, Refinance, Team Building, Insurance, Leadership

Education
Kettering University   1985 — 1987

Redford high   1981 — 1985
High School

Rachit Jain Rachit Jain Greater New York City Area Details
Rachit Jain's Strategic Wealth Management, LLC Experience December 2007 - May 2008
Job Senior Financial Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets  August 2014 - Present
Pershing  July 2011 - August 2014
BNY Mellon Pershing LLC   July 2010 - July 2011
Freelance  June 2005 - July 2011
Center for Appellate Litigation  September 2008 - August 2009
Strategic Wealth Management, LLC   December 2007 - May 2008
Digital Force Inc   February 2007 - June 2007

Skills
Financial Analysis, Financial Modeling, Investments, Valuation, Sales Management, Customer Retention, Entrepreneurship, Inventory Management, Analysis, Strategy, Leadership, Mergers & Acquisitions, Accounting, Finance, Strategic Financial...

Education
Macaulay Honors College at The City University of New York   2006 — 2010
B.B.A., Finance

Ann Hilzim Ann Hilzim Baton Rouge, Louisiana Area Details
Ann Hilzim's Strategic Wealth Management, LLC Experience September 2007 - May 2009
Job Senior Claims Analyst at Postlethwaite & Netterville
Industry Financial Services
Experience
Postlethwaite & Netterville  February 2013 - Present
Postlethwaite & Netterville  June 2012 - February 2013
The Olivier Group, LLC   May 2009 - June 2012
Strategic Wealth Management, LLC   September 2007 - May 2009
Louisiana Office of State Parks  June 2005 - September 2007

Education
Louisiana State University and Agricultural and Mechanical College   2005 — 2009
BS, Finance

St. Joseph's Academy   2001 — 2005

Anthony D'Aria Anthony D'Aria Pleasantville, New York Details
Anthony D'Aria's Strategic Wealth Management, LLC Experience July 2006 - Present
Job Financial Advisor at Strategic Wealth Management, LLC
Industry Financial Services
Experience
Strategic Wealth Management, LLC   July 2006 - Present
UBS  2001 - 2006
Prudential Financial  1993 - 2001

Skills
Strategic Financial..., Financial Planning, Wealth Management, Investments, Mutual Funds, Series 63, Investment Advisory, Financial Advisory, Equities, Alternative Investments, Retirement Planning, Securities

Education
Manhattanville College   1985 — 1992
BA MA, Econonics/ Political Science

Manhattanville College   1985 — 1992
Bachelor of Arts (B.A.), Economics and Political Science