Wasmer, Schroeder & Company, Inc.

Description

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

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Wasmer, Schroeder & Company, Inc. Employees

Employee
Years
Job
Industry
Leroy A. Munster IV Leroy A. Munster IV Naples, Florida Details
Leroy A. Munster IV's Wasmer, Schroeder & Company, Inc. Experience February 2015 - Present
Job Portfolio Administrator at Wasmer, Schroeder & Company, Inc.
Industry Financial Services
Experience
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

Mark Iannarelli, CFA Mark Iannarelli, CFA Greater New York City Area Details
Mark Iannarelli, CFA's Wasmer, Schroeder & Company, Inc. Experience June 2004 - December 2010
Job Managing Director, Director of Fixed Income at Rockefeller & Co.
Industry Investment Management
Experience
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

Jamie Peek Jamie Peek Naples, Florida Area Details
Jamie Peek's Wasmer, Schroeder & Company, Inc. Experience June 2011 - Present
Job Marketing Analyst at Wasmer, Schroeder & Company, Inc.
Industry Investment Management
Experience
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

Alexander Bernard Alexander Bernard Naples, Florida Details
Alexander Bernard's Wasmer, Schroeder & Company, Inc. Experience May 2014 - July 2014
Job Corporate & Investment Banking Summer Analyst at Citi
Industry Investment Management
Experience
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

Brian Ferry Brian Ferry Cleveland/Akron, Ohio Area Details
Brian Ferry's Wasmer, Schroeder & Company, Inc. Experience July 2014 - Present
Job Associate Portfolio Manager at Wasmer, Schroeder & Company, Inc.
Industry Investment Management
Experience
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

Matt Kuss Matt Kuss Greater New York City Area Details
Matt Kuss's Wasmer, Schroeder & Company, Inc. Experience August 2015 - Present
Job Managing Director at Wasmer, Schroeder & Company, Inc.
Industry Investment Management
Experience
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

Justin Land, CFA Justin Land, CFA Naples, Florida Area Details
Justin Land, CFA's Wasmer, Schroeder & Company, Inc. Experience November 1997 - Present
Job Director of Tax Exempt Management at Wasmer, Schroeder & Company
Industry Investment Management
Experience
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

Jeffrey Yun Jeffrey Yun Naples, Florida Area Details
Jeffrey Yun's Wasmer, Schroeder & Company, Inc. Experience September 2009 - Present
Job Managing Director
Industry Investment Management
Experience
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

Nancy Cheri-Brogan Nancy Cheri-Brogan Naples, Florida Details
Nancy Cheri-Brogan's Wasmer, Schroeder & Company, Inc. Experience June 2009 - Present
Job Client Services Manager at Wasmer, Schroeder & Company, Inc.
Industry Investment Management
Experience
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

Deanne Kubas Deanne Kubas Greater New York City Area Details
Deanne Kubas's Wasmer, Schroeder & Company, Inc. Experience August 2010 - July 2013
Job Assistant Account Executive at Nancy J. Friedman Public Relations, Inc (NJFPR)
Industry Public Relations and Communications
Experience
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

Ruta Bruckute Ruta Bruckute Naples, Florida Area Details
Ruta Bruckute's Wasmer, Schroeder & Company, Inc. Experience April 2010 - Present
Job Portfolio Analyst at Wasmer, Schroeder & Company, Inc.
Industry Investment Management
Experience
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

Scott Rosenblum, CFA Scott Rosenblum, CFA Naples, Florida Details
Scott Rosenblum, CFA's Wasmer, Schroeder & Company, Inc. Experience October 2012 - January 2013
Job Consultant at Chatham Financial
Industry Banking
Experience
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

Arielle Buchholz Arielle Buchholz Naples, Florida Details
Arielle Buchholz's Wasmer, Schroeder & Company, Inc. Experience December 2012 - July 2013
Job Production Specialist at FOX 4 WFTXTV
Industry Broadcast Media
Experience
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

Alexa Utter Alexa Utter Gainesville, Florida Area Details
Alexa Utter's Wasmer, Schroeder & Company, Inc. Experience May 2014 - June 2014
Job Studying Food & Resource Economics at University of Florida
Industry Food Production
Experience
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

Parker Clowers Parker Clowers New York, New York Details
Parker Clowers's Wasmer, Schroeder & Company, Inc. Experience November 2014 - May 2015
Job Associate at Auriemma Consulting Group (ACG)
Industry Management Consulting
Experience
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

Kristin Grecsek Kristin Grecsek Naples, Florida Details
Kristin Grecsek's Wasmer, Schroeder & Company, Inc. Experience December 2012 - July 2015
Job Portfolio Administrator at Dalton, Greiner, Hartman, Maher & Co., LLC
Industry Investment Management
Experience
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

Melissa Kleijnjans Melissa Kleijnjans Greater Pittsburgh Area Details
Melissa Kleijnjans's Wasmer, Schroeder & Company, Inc. Experience November 2007 - December 2008
Job Store Operations Analyst at Dick's Sporting Goods
Industry Research
Experience
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

Jonathan Pickel Jonathan Pickel Naples, Florida Details
Jonathan Pickel's Wasmer, Schroeder & Company, Inc. Experience May 2013 - Present
Job Credit Analyst at Wasmer, Schroeder, & Co. Inc.
Industry Financial Services
Experience
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

Martin Wasmer Martin Wasmer Naples, Florida Area Details
Martin Wasmer's Wasmer, Schroeder & Company, Inc. Experience January 1988 - Present
Job CEO / Founder of Wasmer Schroeder & Company
Industry Investment Management
Experience
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

Emily Riddell, CFA Emily Riddell, CFA Naples, Florida Area Details
Emily Riddell, CFA's Wasmer, Schroeder & Company, Inc. Experience September 2010 - Present
Job Portfolio Manager at Wasmer, Schroeder & Company, Inc.
Industry Investment Management
Experience
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

Nicholl Marling, MBA Nicholl Marling, MBA Tampa/St. Petersburg, Florida Area Details
Nicholl Marling, MBA's Wasmer, Schroeder & Company, Inc. Experience October 2010 - July 2015
Job Director of Client Services at Medvest
Industry Pharmaceuticals
Experience
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

Jenny Lynn Dunn Jenny Lynn Dunn Naples, Florida Area Details
Jenny Lynn Dunn's Wasmer, Schroeder & Company, Inc. Experience June 2011 - Present
Job Portfolio & Performance Analyst at Wasmer, Schroeder & Company, Inc.
Industry Financial Services
Experience
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

John Majoros John Majoros Cleveland/Akron, Ohio Area Details
John Majoros's Wasmer, Schroeder & Company, Inc. Experience Vice PresidentMcDonald & Company, Inc.1994 - 1998
Job Partner, Managing Director at Wasmer, Schroeder & Company, Inc.
Industry Investment Management
Experience
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

Libby McHugh CFP (R) Libby McHugh CFP (R) Naples, Florida Area Details
Libby McHugh CFP (R)'s Wasmer, Schroeder & Company, Inc. Experience August 2004 - Present
Job Director of Client Services at Wasmer, Schroeder & Company, Inc.
Industry Financial Services
Experience
Wasmer, Schroeder & Company, Inc.   August 2004 - Present

Education
Tulane University   1998 — 2002
BA, Political Economy

Nicolas Rocha Nicolas Rocha Greater Philadelphia Area Details
Nicolas Rocha's Wasmer, Schroeder & Company, Inc. Experience August 2015 - Present
Job Associate Director of Business Development at Wasmer, Schroeder & Company, Inc.
Industry Financial Services
Experience
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

Douglas Korinke Douglas Korinke Philadelphia, Pennsylvania Details
Douglas Korinke's Wasmer, Schroeder & Company, Inc. Experience December 2009 - March 2010
Job Business Systems Analyst at Five Below
Industry Information Technology and Services
Experience
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