The Concord Advisory Group, Ltd.
Address: 700 Alexander Park Dr # 203, Princeton, NJ 08540 Phone: (609) 987-9000: : Category: Website: : : Place name: Hours: : : Website: http://www.concordadvisory.com/ Category: Financial consultant 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. · Own this business?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 Concord Advisory Group, Ltd. Posting publicly on the Web Write a review Reviews Be the first to review
The Concord Advisory Group, Ltd. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Concord Advisory Group, Ltd.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Concord Advisory Group, Ltd. Employees
Bloomberg LP September 2014 - Present
The Concord Advisory Group, Ltd. December 2013 - June 2014
LSH Consulting September 2012 - December 2013
Citi August 2008 - May 2012
Citi July 2002 - August 2008
Valenzuela Capital April 2001 - March 2002
River Rock Capital Management, L.P. September 2000 - February 2001
Citi December 1996 - September 2000
Price Waterhouse Management Consultants September 1995 - December 1996
Wellfleet Communications June 1994 - August 1994
Skills
Financial Modeling, Equities, Hedge Funds, Equity Research, Fixed Income, Investments, Data Analysis, Fundamental Analysis, Chartered Financial..., Microsoft Excel
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1995
Master of Business Administration (MBA), Accounting and Finance
Florida State University 1985 — 1989
Bachelor of Science (BS)
NetLine Corporation June 2014 - Present
H&R Block October 2013 - April 2014
Vita Coco Coconut Water April 2013 - September 2013
JSGP LLC. January 2012 - April 2013
The Concord Advisory Group January 2008 - November 2011
The Concord Advisory Group, Ltd. January 2008 - March 2010
Salisbury University, Student Managed Investment Fund 2006 - 2007
Skills
Digital Media, Social Media, Entrepreneurship, Digital Marketing, Writing, Public Relations, Content Marketing, Marketing, Relationship Management, B2B Marketing Strategy, Social Networking, Market Research, Organizational..., Lead Generation, Account Management, Team Leadership, Highly Organized &..., Feature Articles, Media Coverage, Fundraising, Promotions, Event Management, Portfolio Management, Project Management, Relationship-building..., Event Planning, Organized with Strong..., Jimmy Jib, Mentoring, Investments
Education
Salisbury University - Perdue School of Business 2003 — 2007
BS, Finance- Personal Financial Planning
Hightstown High School 1999 — 2003
HS Diploma
The Concord Advisory Group, Ltd. September 2012 - Present
MSCI Inc. March 2012 - June 2012
The Omerta Group November 2011 - December 2011
Dow Jones June 2011 - August 2011
Skills
Excel, Cognos, Business Process, Process Mapping, Corporate Finance, Financial Analysis, Data Analysis, Research, Microsoft Excel, Bloomberg Terminal, Bloomberg, Financial Modeling, Equity Research, Investments, Asset Management
Education
American University - Kogod School of Business 2008 — 2011
BSBA, Finance, Economics
The Concord Advisory Group, Ltd. August 2015 - Present
Century 21 Action Plus Realty May 2015 - Present
Weichert, Realtors May 2014 - April 2015
AXA US June 2014 - August 2014
New Era Car Wash June 2011 - August 2013
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2015
Bachelor of Science (B.S.), Finance, General, 3.7
Cenlar FSB November 2014 - Present
The Concord Advisory Group, Ltd. June 2013 - June 2014
The Concord Advisory Group, Ltd. July 2012 - June 2013
Merrill Lynch 2012 - 2012
Skills
Economic Research, Bloomberg Terminal, Modern Portfolio Theory, Portfolio Management, Due Diligence, Target Date Funds, Mutual Funds, Separately Managed..., Performance Attribution, Defined Contribution, Investment Policy..., Equities Research, Computer Repair, Computer Maintenance, Equities, Data Analysis, Finance, Microsoft Office, Financial Analysis, Asset Allocation, eVestment Alliance, Microsoft Excel, PowerPoint, Adobe Acrobat, 401k, Performance Reporting, Investments, Morningstar, Microsoft Word
Education
The College of New Jersey
Bachelor of Science (B.S.), Finance, General
The Concord Advisory Group, Ltd. August 2014 - October 2015
Wechsler/Marsico Associates May 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, Finance, Microsoft Office, Time Management, Financial Analysis, Financial Reporting, Merchandising, Leadership, Strategic Financial..., Financial Markets, Financial Planning, Communication, Teamwork, Customer Service
Education
Saint Joseph's University 2015 — 2017
Master of Business Administration (M.B.A.), Finance
James Madison University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Concentration in Financial Analysis; Economics Minor
La Salle College High School 2006 — 2010
High School Diploma
The Concord Advisory Group, Ltd. November 2013 - Present
Education
Villanova University 2007 — 2010
Masters
La Salle University 1998 — 2003
Bachelor of Science in Business Administration
The Concord Advisory Group, Ltd. June 2012 - Present
Perella Weinberg Partners October 2011 - May 2012
PFM Advisors December 2008 - October 2011
SEI March 2004 - November 2008
Evergreen Investments March 2003 - March 2004
The Vanguard Group June 2000 - March 2003
Education
Villanova University 2000 — 2002
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1996 — 2000
BSBA, Finance
Envestnet, Inc July 2013 - Present
Prudential Financial February 2008 - June 2013
Prudential Financial May 2005 - February 2008
The Concord Advisory Group, Ltd. September 2003 - May 2005
Prudential Financial 2002 - 2003
Fred Alger Management 1999 - 2002
Skills
Fixed Income, Mutual Funds, Investments, Wealth Management, Equities, Investment Strategies, ETFs, Securities, Separately Managed..., Financial Services, Vendor Goverance, Project Management, Bloomberg, FactSet, MPI Stylus, Financial Modeling, Cash Management, Finance, Financial Analysis, Investment Management, Valuation, Strategy
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2006
MBA, Finance, General
The Concord Advisory Group, Ltd. June 2013 - Present
The Concord Advisory Group, Ltd. June 2010 - May 2013
Ameriprise Financial Services, Inc. January 2009 - December 2009
University of Delaware September 2008 - March 2009
Skills
Management, Financial Analysis, Asset Management, Equity Research, Portfolio Management, Due Diligence, Asset Allocation, Data Analysis, Bloomberg, Data Quality Control, Data Management, Investments, Vendor Relations, Operational Efficiency, Relational Databases, Morningstar
Education
Saint Joseph's University 2015 — 2017
Master of Business Administration (M.B.A.)
University of Delaware - Lerner College of Business and Economics 2006 — 2010
BS, Finance
The Concord Advisory Group, Ltd. May 2012 - Present
Johnson & Johnson January 2011 - May 2012
Emerald Eyes Inc. January 2009 - December 2010
Skills
Portfolio Performance..., Reporting Systems, Investment Research, Client Service Oriented, Fixed Asset Management, Budget Models, Account Reconciliation, SOX Compliancy, Balance Sheet Review
Education
Rider University 2010 — 2012
Bachelor's degree, Economics and Finance
Brookdale Community College 2008 — 2010
Associate of Arts (AA), Business Administration
The Concord Advisory Group, Ltd. August 2005 - Present
Skills
Microsoft Excel, Access
Education
Rider University 2003 — 2005
Bachelor's degree
Mercer County Community College 2000 — 2003
Associate's degree
Steinert High School