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
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
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
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
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
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
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
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
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
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
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
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