Wasmer, Schroeder & Company, Inc.
Address: 600 5th Ave S #210, Naples, FL 34102 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–5:30PMTuesday8AM–5:30PMWednesday8AM–5:30PMThursday8AM–5:30PMFriday8AM–5:30PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (239) 263-6877: : : Category: : Place name: : : Website: Website: http://www.wasmerschroeder.com/ Category: Investment service 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. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Wasmer, Schroeder & Company Posting publicly on the Web Write a review Reviews 2 Google reviews
Wasmer, Schroeder & Company, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wasmer, Schroeder & Company, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Wasmer, Schroeder & Company, Inc. Employees
Wasmer, Schroeder & Company, Inc. February 2015 - Present
340 Capital Partners, LLC April 2014 - August 2014
Skills
Financial Analysis, Financial Modeling, Due Diligence, Time Management, Teamwork, Econometrics, Microsoft Word, Microsoft Excel, Portfolio Management
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Rockefeller & Co., Inc. April 2011 - Present
Rockefeller Financial January 2011 - April 2011
Wasmer, Schroeder & Company, Inc. June 2004 - December 2010
ING Investment Management June 2000 - May 2004
Skills
Fixed Income, Portfolio Management, Alternative Investments, Fixed Income Portfolio..., Bloomberg, Securities, Asset Allocation, Wealth Management, Bloomberg Terminal, Asset Management, Series 63, Asset Managment, Investments
Education
University of Kentucky 1993 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Archbishop Wood Catholic High School
Wasmer, Schroeder & Company, Inc. June 2011 - Present
Outback Steakhouse October 2004 - October 2011
Outback Steakhouse October 2004 - June 2011
Skills
Portfolio Management, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Fixed Income, Excel, Constant Contact, Outlook, eVestment Analytics, Advent Portfolio..., Competitive Analysis, Prospect Research, Databases, Wealth Management, Strategic Financial..., Investments, Marketing, Microsoft CRM, Asset Management, Financial Planning, Management, Finance, Leadership
Education
Florida Gulf Coast University 2007 — 2011
Finance, Economics
Baldwin-Wallace College 2003 — 2004
Citi June 2015 - August 2015
Duke Campus Enterprises April 2013 - May 2015
Wasmer, Schroeder & Company, Inc. May 2014 - July 2014
Aviance Capital Partners May 2013 - June 2013
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Research, Microsoft Word, Social Media, Data Analysis, Economics, Leadership, Finance, Matlab
Education
Duke University 2012 — 2016
Wasmer, Schroeder & Company, Inc. July 2014 - Present
Wasmer, Schroeder & Company, Inc. August 2009 - July 2014
Skills
Fixed Income, Bonds, Bloomberg, Factset, BondEdge, Microsoft Office
Education
Miami University 2006 — 2009
BBA, Finance
University of Louisville 2008 — 2008
Studied international tax accounting and business law
St. Ignatius High School 2001 — 2005
Wasmer, Schroeder & Company, Inc. August 2015 - Present
Samson Capital Advisors September 2010 - August 2015
BasketBall City October 2004 - December 2014
Samson Capital Advisors January 2008 - August 2010
Samson Capital Advisors November 2004 - January 2008
Deutsche Asset Management June 2002 - November 2004
Scudder Kemper Investments November 2000 - June 2002
Scudder Kemper Investments September 1998 - November 2000
Nike 1996 - 1998
Skills
New Business Development, Portfolio Management, Fixed Income, Securities, Asset Managment, Investments, Asset Allocation, Wealth Management, Mutual Funds, Investment Strategies, Investment Management
Education
Suffolk University - Sawyer School of Management
MBA, Finance
University of Massachusetts Boston
B.S., Business Management
Wasmer, Schroeder & Company, Inc. November 1997 - Present
Skills
Fixed Income, Municipal Bonds, Investment Advisory, Alternative Investments, Asset Management, Asset Managment, Bloomberg, Bonds, Hedge Funds, Investment Management, Investment Strategies, Wealth Management, Asset Allocation, Portfolio Management, Investments, Securities
Education
Florida State University
Wasmer, Schroeder & Company, Inc. September 2009 - Present
CGR Insurance Group October 2008 - August 2009
Private Capital Management March 2006 - March 2008
American Century Investments March 1998 - February 2006
HSBC February 1993 - March 1998
Chase 1990 - 1993
Skills
Asset Managment, Asset Allocation, Investments, Asset Management, Investment Strategies, Mutual Funds, Fixed Income, Wealth Management, Hedge Funds, Alternative Investments, Portfolio Management
Education
St. Lawrence University 1984 — 1988
St. Lawrence University 1984 — 1988
Wasmer, Schroeder & Company, Inc. June 2009 - Present
Pinewood Paper Company August 2001 - November 2007
Bartash July 1992 - August 2001
Education
Hodges University
"Bachelor of Science" (B.S.), Accounting
Nancy J. Friedman Public Relations, Inc (NJFPR) July 2015 - Present
Nancy J. Friedman Public Relations, Inc (NJFPR) February 2014 - July 2015
Wasmer, Schroeder & Company, Inc. August 2010 - July 2013
Cafe & Bar Lurcat February 2009 - December 2010
Profession Education Services Group, LLC September 2008 - February 2009
Skills
Project Management, Competitive Analysis, Research, Event Planning, Event Management, Microsoft Office, Microsoft Excel, Social Networking, Marketing, Constant Contact, PowerPoint, APX, Photoshop Elements, SharePoint, CisionPoint, Facebook, Public Relations, Creative Pitching
Education
Michigan State University 2004 — 2008
BA, Communication
Wasmer, Schroeder & Company, Inc. April 2010 - Present
Skills
Alternative Investments, Bloomberg, Portfolio Management, Financial Analysis, Investment Strategies, Fixed Income, Strategic Financial...
Education
Florida Gulf Coast University 2006 — 2010
BS, Finance
Chatham Financial January 2014 - Present
First National Bank of the Gulf Coast January 2013 - January 2014
Wasmer, Schroeder & Company, Inc. October 2012 - January 2013
Wasmer, Schroeder & Company, Inc. January 2010 - October 2012
Orion Bank October 2007 - January 2010
Orion Bank June 2006 - November 2007
Morgan Stanley July 2005 - May 2006
Skills
Fixed Income, Bonds, Financial Analysis, Investments, Credit Analysis, Bloomberg, Credit, Series 7, Banking
Education
Stetson University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance
FOX 4 WFTX-TV January 2015 - Present
Camp Jabberwocky July 2011 - Present
Lander University Athletics Committee September 2010 - Present
Student Athletic Advisory Committee September 2011 - May 2014
Lander Athletics September 2010 - May 2014
Fox 4 Morning Blend May 2013 - July 2013
Wasmer, Schroeder & Company, Inc. December 2012 - July 2013
Skills
Social Media, ENPS, Photography, iMovie, Video Editing, InDesign, Photoshop, Graphic Design, Final Cut Pro, Marketing, Event Planning, Microsoft Office, PowerPoint, Public Speaking, Social Networking, Writing, Time Management, Microsoft Word, Teamwork, Facebook
Education
Lander University 2010 — 2014
Bachelor of Science, Mass Communications
Lander University
Wasmer, Schroeder & Company, Inc. May 2014 - June 2014
Hollister Co. May 2011 - August 2012
Skills
Mathematics, Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Time Management
Education
University of Florida 2012 — 2016
Food and Resource Economics, Junior
Auriemma Consulting Group (ACG) September 2015 - Present
Wasmer, Schroeder & Company, Inc. November 2014 - May 2015
Florida Gulf Coast University June 2014 - May 2015
21st Century Oncology December 2013 - March 2014
Education
Florida Gulf Coast University 2013 — 2015
Master of Business Administration (M.B.A.), Finance Concentration, 3.84
Florida Gulf Coast University 2008 — 2013
Bachelor of Science (B.S.), Management, Minor in Marketing
Dalton, Greiner, Hartman, Maher & Co., LLC July 2015 - Present
Wasmer, Schroeder & Company, Inc. December 2012 - July 2015
PIEDMONT INVESTMENT ADVISORS LLC., A WILLIAM MILITELLO COMPANY July 2011 - October 2011
Skills
Microsoft Excel, APX, Microsoft Office, PowerPoint, Outlook, Fixed Income, Investments, Finance, Financial Analysis, Fixed Income Analysis, Streamlining..., Streamlining Work..., Streamlining, Corporate Research, Municipal Research, Portfolio Performance...
Education
Florida Gulf Coast University 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Florida Gulf Coast University 2008 — 2011
Bachelor of Science, Marketing, Advertising
Dick's Sporting Goods July 2011 - Present
Thermo Fisher Scientific February 2009 - July 2011
Wasmer, Schroeder & Company, Inc. November 2007 - December 2008
Atlantic Management Co August 2007 - November 2007
Education
Robert Morris University 2003 — 2007
Bachelors, Finance
Wasmer, Schroeder & Company, Inc. May 2013 - Present
Wasmer, Schroeder & Company, Inc. December 2009 - May 2013
Skills
SharePoint, C#, Project Management, ActionScript, Management, MXML, Municipal Credit..., Municipal Bonds
Education
University of Central Florida - College of Business Administration 2003 — 2009
Bachelor’s Degree
Wasmer, Schroeder & Company, Inc. January 1988 - Present
Skills
Portfolio Management, Bonds, Finance, Management, Fixed Income, Investments, Alternative Investments, Series 7, Asset Managment, Investment Advisory, Hedge Funds
Education
University of Miami - School of Business 1977 — 1980
BBA, Finance
Wasmer, Schroeder & Company, Inc. September 2010 - Present
State Auto Insurance December 2008 - October 2010
Wasmer, Schroeder & Company June 2005 - December 2008
Education
Miami University 2001 — 2005
Bachelors, Finance
Medvest LLC July 2015 - Present
Wasmer, Schroeder & Company, Inc. October 2010 - July 2015
Advanced Pharmacy Solutions November 2008 - September 2010
Pulte Homes February 2006 - May 2008
Skills
Financial Analysis, Asset Management, Fixed Income, Strategic Planning, Portfolio Management, Customer Service, Asset Allocation, Sales, Strategic Financial..., Bloomberg, Contract Negotiation, Investments, Negotiation, Client Administration, Relationship Management, Financial Reporting
Education
University of Florida - Warrington College Of Business 2009 — 2010
Masters in Business Administration, MBA
University of Florida - Warrington College of Business Administration 2001 — 2005
BSBA, Economics
Wasmer, Schroeder & Company, Inc. June 2011 - Present
Wasmer, Schroeder & Company, Inc. August 2007 - June 2011
Skills
Fixed Income, Asset Allocation, Corporate Finance, Due Diligence, Credit Analysis, Economics, Finance, Equities, Financial Analysis, Performance Analysis, Series 7, Strategic Financial..., Trading, Client Administration, GIPS Compliance
Education
Florida Gulf Coast University 2003 — 2007
Bachelor of Science (B.S.), Finance
GAIN
Wasmer, Schroeder & Company, Inc. Vice PresidentMcDonald & Company, Inc.1994 - 1998
Smith Barney 1989 - 1994
Bank of New York 1987 - 1989
Education
Fordham Gabelli School of Business 1987 — 1989
MBA, Finance
Cleveland State University 1979 — 1984
BBA, Finance
Wasmer, Schroeder & Company, Inc. August 2004 - Present
Education
Tulane University 1998 — 2002
BA, Political Economy
Wasmer, Schroeder & Company, Inc. August 2015 - Present
LPL Financial December 2014 - July 2015
Fortigent, LLC (acquired by LPL Financial in 2012) January 2013 - December 2014
Convergent Wealth Advisors March 2011 - January 2013
Graystone Consulting (a division of Morgan Stanley) June 2008 - March 2011
RBC Wealth Management (formerly Ferris, Baker Watts Inc.) May 2007 - May 2008
Skills
Asset Allocation, Private Equity, Financial Services, Retirement Planning, Microsoft Excel, Financial Reporting, Wealth Management..., Data Analysis, Investment Management, Asset Management, Portfolio Management, Alternative Investments, Mutual Funds, Investment Strategies, Financial Analysis, Equities, Investments, Consultancy Services, Finance
Education
Marymount University
BBA, Finance
St John's College High School
Five Below June 2014 - Present
Zodiac Aerospace August 2013 - June 2014
Urban Outfitters August 2011 - August 2013
Chico's FAS Inc. May 2010 - July 2011
Wasmer, Schroeder & Company, Inc. December 2009 - March 2010
Abercrombie & Fitch June 2008 - June 2009
Skills
SQL, Island Pacific, Business Process..., Business Process Design, Cost Analysis, Merchandising, Retail Systems, JDA, Product Allocation, VB.NET, AS400, IBM iSeries, Sequel Viewpoint, .NET Programming, Robot/REPORTS, Robot/SCHEDULE, SQL DB2, Retail, Trend Analysis, CPFR, Business Analysis, Management, Analysis, Training, Sales, Microsoft Office, Inventory Management, Business Process, Customer Service, Microsoft Excel, Leadership
Education
Florida Gulf Coast University 2008 — 2010
MBA, Business Administration
Florida Gulf Coast University 2002 — 2006
Bachelors, Finance