Washington Wealth Management

Washington Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Washington Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Washington Wealth Management Salaries. You can even request information on how much does Washington Wealth Management pay if you want to. Learn about salaries, pros and cons of working for Washington Wealth Management directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

11 Washington Wealth Management employees in database. Find out everything there's to know about Washington Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Washington Wealth Management Employees

Employee
Years
Job
Industry
Patrick Hickey Patrick Hickey Greater Chicago Area Details
Patrick Hickey's Washington Wealth Management Experience June 2012 - August 2012
Job Business Development Associate at Merrick Ventures
Industry Venture Capital & Private Equity
Experience
Merrick Ventures, LLC   October 2015 - Present
William Blair & Company  June 2014 - Present
William Blair & Company  June 2013 - August 2013
Washington Wealth Management   June 2012 - August 2012
Goldman Sachs  January 2012 - March 2012
Houlihan Lokey  May 2011 - August 2011
Northwestern University  August 2010 - January 2011

Education
Northwestern University   2009 — 2013
Economics, Weinberg College of Arts and Sciences

Loyola Academy   2005 — 2009

Mike Pedlow Mike Pedlow Austin, Texas Area Details
Mike Pedlow's Washington Wealth Management Experience August 2014 - Present
Job SVP, Chief Compliance Officer at NFP Advisor Services, LLC
Industry Financial Services
Experience
NFP Advisor Services, LLC   June 2015 - Present
Washington Wealth Management   August 2014 - Present
NFP Advisor Services, LLC.   June 2010 - June 2015
Raymond James Financial Services  October 2007 - June 2010
Raymond James Financial Services, Inc  May 2005 - October 2007
Edward Jones  2004 - 2005
Capital One  1999 - 2005

Skills
Compliance, Securities, Risk, Risk Management, Asset Managment, Investments, Financial Risk, Asset Management, FINRA, Financial Services, Investment Advisory, Leadership, Mutual Funds, Portfolio Management, Series 7, Wealth Management, Retirement, Financial Advisory, 401k, Series 65, Broker-Dealer, Series 24

Education
University of South Florida   1992 — 1997
BA, Economics

Jeff J. Bouchard Jeff J. Bouchard Dallas/Fort Worth Area Details
Jeff J. Bouchard's Washington Wealth Management Experience June 2011 - August 2014
Job Complex Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2014 - Present
Washington Wealth Management   June 2011 - August 2014
Morgan Stanley  July 2007 - June 2008
Wachovia, A Wells Fargo Company  January 2006 - July 2007
Wachovia, A Wells Fargo Company  July 1998 - December 2005

Skills
Wealth Management, Financial Advisory, Investment Advisory, Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, Securities, Series 63, Portfolio Management, Investments, High Net Worth..., Series 65, Separately Managed..., Asset Management, Fixed Annuities, ETFs, 401k, FINRA, Investment Management, Retirement, Wealth Management..., Wealth, IRAs, Leadership, Team Building, Coaching, Recruiting, Retention, Revenue & Profit Growth, P&L Management, Sales Management, Sales

Education
Southern Utah University   1977 — 1981

Las Vegas High School   1974 — 1977

Peter F. Sansevero Jr. Peter F. Sansevero Jr. Goodyear, Arizona Details
Peter F. Sansevero Jr.'s Washington Wealth Management Experience July 2011 - May 2015
Job Accountable Transition Services
Industry Financial Services
Experience
Accountable Transition Services LLC   May 2015 - Present
Washington Wealth Management   July 2011 - May 2015
Morgan Stanley Smith Barney  February 2007 - June 2011
Merrill Lynch  December 1977 - November 2003

Skills
Financial Advisory, Business Management, Operations Management, Financial Planning, Portfolio Management, Series 7, Finance, Management, Mutual Funds, Risk Management, Wealth Management, Entrepreneurship

Education
University of Portland   1976 — 1978

Conrad Snell Conrad Snell San Francisco, California Details
Conrad Snell's Washington Wealth Management Experience May 2012 - August 2012
Job Finance Intern at Raytheon
Industry Investment Banking
Experience
Raytheon  June 2013 - August 2013
U-Haul International, Inc.   June 2011 - April 2013
Washington Wealth Management   May 2012 - August 2012

Skills
SAP BW, SAP, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Teamwork, Economics, Financial Accounting

Education
San Francisco State University   2011 — 2015
Business Administration and Management, General

UC Davis   2009 — 2010

Kristy Grauer Kristy Grauer Austin, Texas Details
Kristy Grauer's Washington Wealth Management Experience February 2013 - October 2014
Job Transition Consultant at NFP
Industry Financial Services
Experience
NFP  October 2014 - Present
Washington Wealth Management   February 2013 - October 2014
Morgan Stanley  March 2011 - February 2013
Morgan Stanley  May 2008 - March 2011

Skills
Strategic Financial..., Series 7, Wealth Management, Mutual Funds, Asset Management, Investments, Portfolio Management, Retirement Planning, Securities, Alternative Investments, Investment Advisory, Bloomberg, Asset Allocation, 401k, Equities, Investment Strategies, Series 63

Education
California State University-Fullerton   1999 — 2001
Bachelor's degree, Communications

Citrus College   1996 — 1999
Associate's Degree, Language Arts

Whit Whitehouse Whit Whitehouse Greater Los Angeles Area Details
Whit Whitehouse's Washington Wealth Management Experience July 2011 - June 2013
Job Regional Director Southwest Aequitas Capital Partners
Industry Financial Services
Experience
Aequitas Capital Partners   October 2014 - Present
TA Capital, LLC   November 2013 - October 2014
Washington Wealth Management   July 2011 - June 2013
Wells Fargo Advisors, LLC  December 2005 - July 2011
•Wells Fargo Advisors, LLC   December 2005 - July 2011
Wells Fargo Advisors  December 2005 - July 2011
DWS Investments  June 2004 - December 2005
2004-2005  June 2004 - December 2005
PLANCO  April 2002 - June 2004
The Hartford  April 2002 - June 2004

Skills
Mutual Funds, 401k, Alternative Investments, Asset Allocation, Asset Management, Business Development, Estate Planning, Finance, Investments, Asset Managment, Financial Advisory, Financial Services, Fixed Annuities, Investment Advisory, Leadership, Management, Retirement Planning, Securities

Education
University of Richmond   1993 — 1994
MA, Sports Management

University of Richmond   1993 — 1994
MA, Sports Management

St. Lawrence University   1981 — 1985
BS, Psychology

St. Lawrence University   1981 — 1985
BA, Psychology/Finance

Woodberry Forest School
High School diploma

Eric Meier Eric Meier Chicago, Illinois Details
Eric Meier's Washington Wealth Management Experience May 2012 - September 2014
Job Managing Director Chief Financial Officer (CFO) and Chief Operating Officer (COO)
Industry Financial Services
Experience
TMG INC.  December 2014 - Present
Washington Wealth Management   May 2012 - September 2014
TransMarket Group LLC  2006 - May 2012
TransMarket Group, L.L.C.   February 2004 - December 2005
Chicago Board of Trade (now CME Group)   2000 - 2004
Chicago Board of Trade (now CME Group)   1997 - 1999

Skills
Strategy, Mergers & Acquisitions, Financial Services, Business Valuation, Financial Accounting, Due Diligence, Strategic Planning, Investments, Financial Analysis, Information Technology, Strategic Financial..., Operations Management, Financial Markets, Investment Management, Deal Structures, Corporate Finance, Proprietary Trading, Trading, Risk Management, Equities, Private Equity, Project Management, Scenario Analysis, Derivatives, Business Development, Team Building, Real Estate, Human Resources, Wealth Management, Business Strategy, Team Leadership, Financial Modeling, Management, Broker-Dealer, Hedge Funds, Asset Management, Financial Planning, Financial Reporting, financial and..., Financial Statements, Financial Statement...

Education
The University of Chicago - Booth School of Business   1996 — 1998
Masters of Business Administration

Harvard Business School Executive Education

Punahou School

Ross Wilkinson Ross Wilkinson Washington D.C. Metro Area Details
Ross Wilkinson's Washington Wealth Management Experience December 2010 - March 2013
Job Associate Complex Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  January 2015 - Present
Steward Partners Global Advisory  August 2013 - Present
Washington Wealth Management   December 2010 - March 2013
2009 - 2010  October 2009 - June 2010
Morgan Stanley  January 2005 - October 2009
Morgan Stanley  January 2000 - January 2005
Morgan Stanley Group, Inc   May 1998 - January 2000
Merrill Lynch  March 1996 - May 1998
Merrill Lynch  January 1993 - January 1996
Merrill Lynch  January 1991 - January 1993

Education
George Mason University

Tony Sirianni Tony Sirianni Washington D.C. Metro Area Details
Tony Sirianni's Washington Wealth Management Experience December 2010 - June 2012
Job Managing Partner at Sirianni Strategy Group
Industry Financial Services
Experience
Sirianni Strategy Group   May 2014 - Present
Steward Partners Consulting   July 2013 - May 2014
Indpendent Advisor Partners   June 2012 - June 2013
Washington Wealth Management   December 2010 - June 2012
Morgan Stanley Smith Barney  June 2009 - September 2010
Smith Barney/ Legg Mason   December 2006 - June 2009
Legg Mason  1999 - December 2006
Merrill Lynch  January 1991 - January 1999
OppenheimerFunds  1993 - 1996

Skills
Mergers, Public Speaking, Training, Wealth Management, Investments, Strategic Financial..., Investment Advisory, Asset Managment, Securities, Retirement Planning, Series 7, Portfolio Management, Mutual Funds, Investment Management, Alternative Investments, Asset Allocation, Series 63, Series 24, Financial Services, Investment Strategies, Asset Management, ETFs, Mergers & Acquisitions, FINRA, Finance, Equities

Education
New York Law School   1993 — 1996
JD, Law

Queens College   1989 — 1991
MA, Creative Writing

st anns school   1986 — 1987

Trinity College-Hartford   1984 — 1987
BA, English Language and Literature/Letters

Sam Hoeck Sam Hoeck San Diego, California Details
Sam Hoeck's Washington Wealth Management Experience March 2015 - Present
Job Project Manager Associate Vice President at Washington Wealth Management
Industry Financial Services
Experience
Washington Wealth Management   March 2015 - Present
UC Davis Activities and Recreation Center  September 2012 - September 2014
Levas Physical Therapy   June 2011 - August 2014
Hara CPA Professional Services, Inc.   July 2013 - September 2013
Spikeball Inc.  February 2013 - June 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, Public Speaking, Great Motivator, Leadership, Team-oriented, Time Management, Cpr Certified, Social Media Marketing, Management

Education
University of California, Davis   2011 — 2015
Bachelor of Science (B.S.), Managerial Economics