WBI Company
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WBI Employees
Employee
Years
Job
Industry
Andrew Putterman Andrew Putterman's WBI Experience June 2014 - Present
Job Key Strategic Advisor to Wealth Management Firms & Investor in Innovative Financial Technologies
Industry Financial Services
Experience
1812 Park, LLC February 2014 - Present
Advizr April 2015 - Present
B+ Institutional Services, LLC June 2014 - Present
WBI June 2014 - Present
The Princeton Private Equity Fund October 2014 - Present
Waldron Wealth Management April 2014 - Present
AdvicePeriod January 2014 - Present
Lexington Wealth Management December 2014 - Present
Traust Sollus Wealth Management January 2014 - Present
Next Capital Management LLC April 2014 - Present
Skills
Wealth Management, Investment Advisory, Investments, Investment Management, Portfolio Management, High Net Worth..., TAMP, Private Equity, Financial Advisory, Alternative Investments, Hedge Funds, Wealth, Investment Strategies, Due Diligence, Equities, Wealth Management..., Financial Planners, Mergers & Acquisitions, Securities, Business Planning, Consulting, Executive Management
Education
State University of New York at Binghamton 1978 — 1981
Bac, BS Accounting
Georgetown University
1812 Park, LLC February 2014 - Present
Advizr April 2015 - Present
B+ Institutional Services, LLC June 2014 - Present
WBI June 2014 - Present
The Princeton Private Equity Fund October 2014 - Present
Waldron Wealth Management April 2014 - Present
AdvicePeriod January 2014 - Present
Lexington Wealth Management December 2014 - Present
Traust Sollus Wealth Management January 2014 - Present
Next Capital Management LLC April 2014 - Present
Skills
Wealth Management, Investment Advisory, Investments, Investment Management, Portfolio Management, High Net Worth..., TAMP, Private Equity, Financial Advisory, Alternative Investments, Hedge Funds, Wealth, Investment Strategies, Due Diligence, Equities, Wealth Management..., Financial Planners, Mergers & Acquisitions, Securities, Business Planning, Consulting, Executive Management
Education
State University of New York at Binghamton 1978 — 1981
Bac, BS Accounting
Georgetown University
Derek Williamson Derek Williamson's WBI Experience March 2008 - 2012
Job Senior Client Services Manager at Sizmek (formerly MediaMind)
Industry Marketing and Advertising
Experience
Sizmek April 2015 - Present
Sizmek October 2013 - Present
Brand Visual May 2013 - October 2013
Brand Visual June 2012 - May 2013
WBI March 2008 - 2012
SKAMBO Café January 2004 - April 2007
Glazer's Distributors October 2001 - October 2003
Skills
Mac and PC, Outlook,..., Blogger, Basecamp,..., Email Marketing, Advertising, CRM, Marketing, Social Media, Business Development, Account Management, Blogging, Event Planning, Sales, Management, Leadership, Product Marketing, Internal Communications, Strategy, Facebook, Sales Management, Forecasting, Event Management, Program Management
Education
Franklin University 1999 — 2001
Bachelors, Marketing
Wright State university 1996 — 1999
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Sizmek April 2015 - Present
Sizmek October 2013 - Present
Brand Visual May 2013 - October 2013
Brand Visual June 2012 - May 2013
WBI March 2008 - 2012
SKAMBO Café January 2004 - April 2007
Glazer's Distributors October 2001 - October 2003
Skills
Mac and PC, Outlook,..., Blogger, Basecamp,..., Email Marketing, Advertising, CRM, Marketing, Social Media, Business Development, Account Management, Blogging, Event Planning, Sales, Management, Leadership, Product Marketing, Internal Communications, Strategy, Facebook, Sales Management, Forecasting, Event Management, Program Management
Education
Franklin University 1999 — 2001
Bachelors, Marketing
Wright State university 1996 — 1999
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Pedro Acevedo Pedro Acevedo's WBI Experience 2000 - 2008
Job Special Assistant to the Secretary Federal Grants
Industry Government Relations
Experience
Puerto Rico Industrial Development Company (PRIDCO) May 2015 - Present
Department of Transportation and Public Works March 2014 - Present
Puerto Rico Federal Contracting Center May 2008 - Present
Puerto Rico's Women Business Institute May 1998 - March 2008
WBI 2000 - 2008
Skills
Strategic Planning, Program Management, Business Strategy, Project Planning, Project Management, Federal Procurement, Federal Proposals, Government Contracting, Small Business, Economic Development, Analysis, Budgets, Business Development, Business Planning, Entrepreneurship, Leadership, Human Resources, Management, Management Consulting, Marketing, New Business Development, Proposal Writing, Public Relations, Public Speaking, Strategy, Team Building
Education
University of Phoenix
Master of Business Administration (MBA), Business Administration and Management, General
Puerto Rico Industrial Development Company (PRIDCO) May 2015 - Present
Department of Transportation and Public Works March 2014 - Present
Puerto Rico Federal Contracting Center May 2008 - Present
Puerto Rico's Women Business Institute May 1998 - March 2008
WBI 2000 - 2008
Skills
Strategic Planning, Program Management, Business Strategy, Project Planning, Project Management, Federal Procurement, Federal Proposals, Government Contracting, Small Business, Economic Development, Analysis, Budgets, Business Development, Business Planning, Entrepreneurship, Leadership, Human Resources, Management, Management Consulting, Marketing, New Business Development, Proposal Writing, Public Relations, Public Speaking, Strategy, Team Building
Education
University of Phoenix
Master of Business Administration (MBA), Business Administration and Management, General
Solomon Cobb Solomon Cobb's WBI Experience November 2012 - Present
Job Concrete Finisher at WBI
Industry Construction
Experience
WBI November 2012 - Present
Skills
Electrical..., Electrical Controls, Concrete Paving, Decorative Concrete, Polished Concrete, Reinforced Concrete, Mechanical..., CPU, Long-term Customer..., Customer Service, Auto Body, Hydraulic Systems, Pneumatic systems, Construction
Education
Ashland Community and Technical College 2004 — 2006
Industrial Electricity, Motor Controls, PLC programming, AC/DC electronics, Hydraulic and Pneumatic Systems, NEC Code
WBI November 2012 - Present
Skills
Electrical..., Electrical Controls, Concrete Paving, Decorative Concrete, Polished Concrete, Reinforced Concrete, Mechanical..., CPU, Long-term Customer..., Customer Service, Auto Body, Hydraulic Systems, Pneumatic systems, Construction
Education
Ashland Community and Technical College 2004 — 2006
Industrial Electricity, Motor Controls, PLC programming, AC/DC electronics, Hydraulic and Pneumatic Systems, NEC Code
Lauren Mehas Lauren Mehas's WBI Experience December 2009 - June 2011
Job Office Manager at Capitalize Consulting
Industry Information Technology and Services
Experience
Capitalize Consulting August 2013 - Present
Capitalize Analytics August 2013 - Present
Spazooie Bridal / Suevas Wholesale May 2009 - August 2013
WBI December 2009 - June 2011
Kristy Stubbs Gallery 2010 - 2010
Superior Alarm & Fire Protection, LLC November 2004 - July 2006
Skills
Microsoft Office, QuickBooks, Quicken, Microkey, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Publisher, Microsoft PowerPoint, Human Resources, Accounting, Payroll, Accounts Payable, Accounts Receivable, Bank Reconciliation, Credit Card..., Payroll Taxes, Sales Tax, Sales & Use Tax, Social Media Marketing, Email Marketing, Direct Marketing, 1099 Preparation, W-2, Property Tax, Appointment Scheduling, Recruiting, Recruitment Advertising, College Recruiting, General Ledger, Account Reconciliation, Financial Statements, PowerPoint, Customer Service, Sales, Outlook
Education
Mesa State College
Bachelor of Science (B.S.), Accounting and Business/Management
Capitalize Consulting August 2013 - Present
Capitalize Analytics August 2013 - Present
Spazooie Bridal / Suevas Wholesale May 2009 - August 2013
WBI December 2009 - June 2011
Kristy Stubbs Gallery 2010 - 2010
Superior Alarm & Fire Protection, LLC November 2004 - July 2006
Skills
Microsoft Office, QuickBooks, Quicken, Microkey, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Publisher, Microsoft PowerPoint, Human Resources, Accounting, Payroll, Accounts Payable, Accounts Receivable, Bank Reconciliation, Credit Card..., Payroll Taxes, Sales Tax, Sales & Use Tax, Social Media Marketing, Email Marketing, Direct Marketing, 1099 Preparation, W-2, Property Tax, Appointment Scheduling, Recruiting, Recruitment Advertising, College Recruiting, General Ledger, Account Reconciliation, Financial Statements, PowerPoint, Customer Service, Sales, Outlook
Education
Mesa State College
Bachelor of Science (B.S.), Accounting and Business/Management
Matt Schreiber Matt Schreiber's WBI Experience June 2005 - Present
Job President at WBI
Industry Investment Management
Experience
WBI June 2005 - Present
Education
University of South Carolina-Columbia
Bachelor of Arts
University of South Carolina-Columbia
Masters
WBI June 2005 - Present
Education
University of South Carolina-Columbia
Bachelor of Arts
University of South Carolina-Columbia
Masters
Steen Goddik Steen Goddik's WBI Experience July 2010 - August 2012
Job Psychiatrist, Casper Community Care
Industry Hospital & Health Care
Experience
NAMI-Casper February 2015 - Present
Casper Community Care July 2011 - Present
Medicaid DUR committee-University of Wyoming 2008 - 2013
WBI July 2010 - August 2012
Community Health Center of Central Wyoming September 2008 - July 2011
Wyoming Behavioral Institute April 2007 - September 2008
University of South Dakota 2002 - 2007
Skills
Child Development, Psychiatry, Treatment, Adolescents, Behavioral Health, Medicine, Psychopharmacology, Child Psychiatry, Adolescent Psychiatry, Adult Psychiatry, Mental Health, Psychotherapy, Medical Education, Pediatrics, CBT, DBT, Depression, ADHD, Adult ADHD, Anxiety Disorders, Panic Disorder, Post Traumatic Stress, Bipolar Disorder, Schizophrenia, Autism Spectrum..., Insomnia, OCD, Smoking Cessation, Alcoholism, Substance Use Disorders, Suicide Prevention, GLBT issues, Personality Disorders, Psychiatric Care, Addiction Medicine, Healthcare Management, Treatment of depression, Prevention, Healthcare
Education
The University of South Dakota, Sanford School of Medicine 2005 — 2007
Child and Adolescent Psychiatry Fellowship Program
The University of South Dakota, Sanford School of Medicine, 2002 — 2005
Psychiatry Residency Program
The University of South Dakota, Sanford School of Medicine 1997 — 2001
MD, Medicine
Oregon State University 1984 — 1989
BS, Agricultural and Resource Economics
Frederiksberg Gymnasium 1978 — 1981
Taastrup private realskole 1969 — 1979
NAMI-Casper February 2015 - Present
Casper Community Care July 2011 - Present
Medicaid DUR committee-University of Wyoming 2008 - 2013
WBI July 2010 - August 2012
Community Health Center of Central Wyoming September 2008 - July 2011
Wyoming Behavioral Institute April 2007 - September 2008
University of South Dakota 2002 - 2007
Skills
Child Development, Psychiatry, Treatment, Adolescents, Behavioral Health, Medicine, Psychopharmacology, Child Psychiatry, Adolescent Psychiatry, Adult Psychiatry, Mental Health, Psychotherapy, Medical Education, Pediatrics, CBT, DBT, Depression, ADHD, Adult ADHD, Anxiety Disorders, Panic Disorder, Post Traumatic Stress, Bipolar Disorder, Schizophrenia, Autism Spectrum..., Insomnia, OCD, Smoking Cessation, Alcoholism, Substance Use Disorders, Suicide Prevention, GLBT issues, Personality Disorders, Psychiatric Care, Addiction Medicine, Healthcare Management, Treatment of depression, Prevention, Healthcare
Education
The University of South Dakota, Sanford School of Medicine 2005 — 2007
Child and Adolescent Psychiatry Fellowship Program
The University of South Dakota, Sanford School of Medicine, 2002 — 2005
Psychiatry Residency Program
The University of South Dakota, Sanford School of Medicine 1997 — 2001
MD, Medicine
Oregon State University 1984 — 1989
BS, Agricultural and Resource Economics
Frederiksberg Gymnasium 1978 — 1981
Taastrup private realskole 1969 — 1979
M S Sidhu M S Sidhu's WBI Experience March 2004 - August 2004
Job Product Development Leader at Troy Design and Manufacturing
Industry Automotive
Experience
Troy Design and Manufacturing May 2009 - Present
Ford Motor Company August 2004 - October 2009
WBI March 2004 - August 2004
NYX Inc. July 2003 - March 2004
STANDARD TRACTORS March 2001 - May 2003
Skills
Unigraphics, Product Design, GD&T, Catia, AutoCAD, Sheet Metal, Finite Element Analysis, Teamcenter, Pro Engineer, Automotive, FMEA, CAD, Automotive Design, Design for Manufacturing, CATIA, Manufacturing
Education
Wayne State University 2004 — 2006
MS IN MECHANICAL
SLIET 1999 — 2002
BS IN MECHNAICAL ENGINEERING
Thapar Institute of Engineering and Technology 1996 — 1999
ASSOCIATE DIPLOMA IN MECHANICAL ENGINEERING
sainik school kapurthala
Troy Design and Manufacturing May 2009 - Present
Ford Motor Company August 2004 - October 2009
WBI March 2004 - August 2004
NYX Inc. July 2003 - March 2004
STANDARD TRACTORS March 2001 - May 2003
Skills
Unigraphics, Product Design, GD&T, Catia, AutoCAD, Sheet Metal, Finite Element Analysis, Teamcenter, Pro Engineer, Automotive, FMEA, CAD, Automotive Design, Design for Manufacturing, CATIA, Manufacturing
Education
Wayne State University 2004 — 2006
MS IN MECHANICAL
SLIET 1999 — 2002
BS IN MECHNAICAL ENGINEERING
Thapar Institute of Engineering and Technology 1996 — 1999
ASSOCIATE DIPLOMA IN MECHANICAL ENGINEERING
sainik school kapurthala
Steven Heimbuch Steven Heimbuch's WBI Experience July 2014 - Present
Job Hardware and Desktop Specialist, WBI
Industry Information Technology and Services
Experience
WBI July 2014 - Present
Freelance Computer Tech June 2007 - Present
Monmouth Council, Boy Scouts of America January 2005 - Present
Lakewood Police Department January 2013 - July 2014
Progressive Media Group, Inc. January 2012 - September 2012
Staples June 2009 - October 2011
Skills
OS X, Computer Hardware, 3CX PBX, VoIP, Software Installation, Active Directory, Windows Server 2003,..., Windows 7, Windows 8, Pc & Mac Repairs, Laptop and Desktop..., Database Development, Website Development, Dreamweaver, Adobe Creative Suite, Mac OS X, Ipod Repair, High level of technical..., HTML, Adobe Photoshop, Spillman, Track Star, Leadership skills, Axis Camera software, Experience with two way..., Windows XP, Arbitrator 360..., Criminal Law, Leadership, Public Speaking, Printers, Sales, Disaster Recovery, Management, WorldDox
Education
Monmouth University 2010 — 2014
Bachelor of Arts, Criminal Justice/Psychology with a concentration in MIS
Brookdale Community College 2007 — 2010
Associate, Psychology
WBI July 2014 - Present
Freelance Computer Tech June 2007 - Present
Monmouth Council, Boy Scouts of America January 2005 - Present
Lakewood Police Department January 2013 - July 2014
Progressive Media Group, Inc. January 2012 - September 2012
Staples June 2009 - October 2011
Skills
OS X, Computer Hardware, 3CX PBX, VoIP, Software Installation, Active Directory, Windows Server 2003,..., Windows 7, Windows 8, Pc & Mac Repairs, Laptop and Desktop..., Database Development, Website Development, Dreamweaver, Adobe Creative Suite, Mac OS X, Ipod Repair, High level of technical..., HTML, Adobe Photoshop, Spillman, Track Star, Leadership skills, Axis Camera software, Experience with two way..., Windows XP, Arbitrator 360..., Criminal Law, Leadership, Public Speaking, Printers, Sales, Disaster Recovery, Management, WorldDox
Education
Monmouth University 2010 — 2014
Bachelor of Arts, Criminal Justice/Psychology with a concentration in MIS
Brookdale Community College 2007 — 2010
Associate, Psychology
Dr. Eirini Gouleta Dr. Eirini Gouleta's WBI Experience 2006 - 2006
Job Associate Professor, International Education George Mason University
Industry Higher Education
Experience
George Mason University 2012 - Present
UK Department for International Development (DFID/Pakistan) 2011 - 2012
Trinity University, Washington, DC 2004 - 2011
WBI 2006 - 2006
Skills
Student Development, University Teaching, Academic Advising, International Education..., Bilingual Special..., Linguistic Policy in..., Education Policy and..., Higher Education..., Professional Counseling..., Teacher Education and..., International Education, Student Affairs, Curriculum Development, Distance Learning, Teaching, Higher Education, Curriculum Design, Courses, Adult Education, Teacher Training, Program Evaluation, Instructional Design, Qualitative Research
Education
The George Washington University
Doctor of Education, Bilingual Special Education
Fulbright Memorial Fund Scholar, Japan
George Mason University
Master's in Education, Counseling and Development
Democritus University of Thrace, Greece
Pedagogy and Elementary Education
George Mason University 2012 - Present
UK Department for International Development (DFID/Pakistan) 2011 - 2012
Trinity University, Washington, DC 2004 - 2011
WBI 2006 - 2006
Skills
Student Development, University Teaching, Academic Advising, International Education..., Bilingual Special..., Linguistic Policy in..., Education Policy and..., Higher Education..., Professional Counseling..., Teacher Education and..., International Education, Student Affairs, Curriculum Development, Distance Learning, Teaching, Higher Education, Curriculum Design, Courses, Adult Education, Teacher Training, Program Evaluation, Instructional Design, Qualitative Research
Education
The George Washington University
Doctor of Education, Bilingual Special Education
Fulbright Memorial Fund Scholar, Japan
George Mason University
Master's in Education, Counseling and Development
Democritus University of Thrace, Greece
Pedagogy and Elementary Education
niloo ghaemi niloo ghaemi's WBI Experience June 2013 - Present
Job Business Development Manager at WBI
Industry International Trade and Development
Experience
WBI June 2013 - Present
IBM Global Services July 2007 - July 2011
Skills
Program Management, International Relations, Management Consulting, Project Management, Policy, Data Analysis, Policy Analysis, Cross-functional Team..., Government, Analysis, Microsoft Excel, Business Analysis, International..., Proposal Writing, Economics, Strategy, Research, Organizational..., Management, Public Policy
Education
Georgetown University - Edmond A. Walsh School of Foreign Service 2011 — 2013
M.S. in Foreign Service, International Development
Georgetown University, Edmund A. Walsh School of Foreign Service 2011 — 2013
M.S. in Foreign Service, International Development
Georgia Institute of Technology 2004 — 2006
B.S, Mechanical Engineering
WBI June 2013 - Present
IBM Global Services July 2007 - July 2011
Skills
Program Management, International Relations, Management Consulting, Project Management, Policy, Data Analysis, Policy Analysis, Cross-functional Team..., Government, Analysis, Microsoft Excel, Business Analysis, International..., Proposal Writing, Economics, Strategy, Research, Organizational..., Management, Public Policy
Education
Georgetown University - Edmond A. Walsh School of Foreign Service 2011 — 2013
M.S. in Foreign Service, International Development
Georgetown University, Edmund A. Walsh School of Foreign Service 2011 — 2013
M.S. in Foreign Service, International Development
Georgia Institute of Technology 2004 — 2006
B.S, Mechanical Engineering
Morgan Gaynor Morgan Gaynor's WBI Experience June 2015 - Present
Job Marketing Supervisor at WBI
Industry Marketing and Advertising
Experience
WBI June 2015 - Present
WBI Investments December 2013 - June 2015
News America Marketing July 2013 - November 2013
News America Marketing July 2011 - June 2013
Madison Media Works August 2010 - December 2010
Val's Tavern March 2004 - August 2007
Design Nine September 2006 - July 2007
New York Trends May 2006 - August 2006
Skills
Marketing, Advertising, PowerPoint, Keynote, Microsoft Excel, Apple Numbers, Microsoft Word, Apple Pages, Microsoft Office, Mac OS, Facebook, Online Advertising, Graphic Design, Marketing Research, Market Research, Marketing Communications, Sales, Retail, Management, Email Marketing, HTML Emails, WebEx
Education
Philadelphia University 2007 — 2011
Bachelor of Science, Marketing and Finance
Rumson Fair Haven 2003 — 2007
High School
WBI June 2015 - Present
WBI Investments December 2013 - June 2015
News America Marketing July 2013 - November 2013
News America Marketing July 2011 - June 2013
Madison Media Works August 2010 - December 2010
Val's Tavern March 2004 - August 2007
Design Nine September 2006 - July 2007
New York Trends May 2006 - August 2006
Skills
Marketing, Advertising, PowerPoint, Keynote, Microsoft Excel, Apple Numbers, Microsoft Word, Apple Pages, Microsoft Office, Mac OS, Facebook, Online Advertising, Graphic Design, Marketing Research, Market Research, Marketing Communications, Sales, Retail, Management, Email Marketing, HTML Emails, WebEx
Education
Philadelphia University 2007 — 2011
Bachelor of Science, Marketing and Finance
Rumson Fair Haven 2003 — 2007
High School
Daniel Colluccio Daniel Colluccio's WBI Experience August 2014 - Present
Job Director of Institutional Sales at WBI Investments
Industry Financial Services
Experience
WBI August 2014 - Present
TD Ameritrade Institutional August 2013 - August 2014
BlackRock March 2010 - August 2013
BlackRock January 2008 - February 2010
Merrill Lynch January 2007 - December 2007
Skills
Direct Sales, Financial Analysis, Sales Management, ETFs, Series 7, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Investment Strategies, Fixed Income, Asset Managment, Investment Management, Hedge Funds, Investments, Equities, Portfolio Management, Wealth Management, Index Funds, Training, Sales Rep Training, Capital Markets, Modern Portfolio Theory, CIMA, Certified Investment..., FINRA, Public Speaking, Relationship Management
Education
Fairleigh Dickinson University 2006 — 2008
MBA, Finance
Fairleigh Dickinson University 2001 — 2005
Bachelor's of Science, Finance / Economics
WBI August 2014 - Present
TD Ameritrade Institutional August 2013 - August 2014
BlackRock March 2010 - August 2013
BlackRock January 2008 - February 2010
Merrill Lynch January 2007 - December 2007
Skills
Direct Sales, Financial Analysis, Sales Management, ETFs, Series 7, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Investment Strategies, Fixed Income, Asset Managment, Investment Management, Hedge Funds, Investments, Equities, Portfolio Management, Wealth Management, Index Funds, Training, Sales Rep Training, Capital Markets, Modern Portfolio Theory, CIMA, Certified Investment..., FINRA, Public Speaking, Relationship Management
Education
Fairleigh Dickinson University 2006 — 2008
MBA, Finance
Fairleigh Dickinson University 2001 — 2005
Bachelor's of Science, Finance / Economics
Frank Costigliola Frank Costigliola's WBI Experience July 2015 - Present
Job Sales at WBI Investments
Industry Financial Services
Experience
WBI July 2015 - Present
F-Squared Investments March 2013 - Present
GEICO December 2011 - March 2013
GunnAllen Financial May 2009 - July 2009
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Finance, General
Commack High School 2002 — 2006
WBI July 2015 - Present
F-Squared Investments March 2013 - Present
GEICO December 2011 - March 2013
GunnAllen Financial May 2009 - July 2009
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Finance, General
Commack High School 2002 — 2006
Michael Perillo Michael Perillo's WBI Experience May 2011 - July 2011
Job Student at Susquehanna University
Industry Financial Services
Experience
ACE Group June 2014 - Present
The Dentsu Network June 2013 - August 2013
WBI May 2011 - July 2011
Skills
Finance, Microsoft Excel, Microsoft Word, Time Management, Leadership, Communication, Teamwork, Energy, Mathematics
Education
Susquehanna University 2010 — 2014
Sigmund Weis School of Business- Finance
ACE Group June 2014 - Present
The Dentsu Network June 2013 - August 2013
WBI May 2011 - July 2011
Skills
Finance, Microsoft Excel, Microsoft Word, Time Management, Leadership, Communication, Teamwork, Energy, Mathematics
Education
Susquehanna University 2010 — 2014
Sigmund Weis School of Business- Finance
Thomas J. Duffy, CFP® Thomas J. Duffy, CFP®'s WBI Experience October 1997 - March 2007
Job Protecting your family wealth from predators, creditors and Senators
Industry Financial Services
Experience
Jersey Shore Financial Advisors LLC April 2007 - Present
William Paterson University January 2010 - Present
Rutgers Business School January 2014 - Present
Eastern Monmouth Area Chamber of Commerce January 2008 - Present
Estate & Financial Planning Council Central NJ 2013 - 2013
FPA NJ January 2012 - December 2012
Financial Planning Association of New Jersey 2008 - 2012
WBI October 1997 - March 2007
Steak and Ale Restaurant Corp 1985 - 1989
Education
Monmouth University 1999 — 2001
MBA, Strategic Management
The College for Financial Planning 1992 — 1994
CFP, Financial Planning
Kean University 1990 — 1994
BS, Management Science
Jersey Shore Financial Advisors LLC April 2007 - Present
William Paterson University January 2010 - Present
Rutgers Business School January 2014 - Present
Eastern Monmouth Area Chamber of Commerce January 2008 - Present
Estate & Financial Planning Council Central NJ 2013 - 2013
FPA NJ January 2012 - December 2012
Financial Planning Association of New Jersey 2008 - 2012
WBI October 1997 - March 2007
Steak and Ale Restaurant Corp 1985 - 1989
Education
Monmouth University 1999 — 2001
MBA, Strategic Management
The College for Financial Planning 1992 — 1994
CFP, Financial Planning
Kean University 1990 — 1994
BS, Management Science
Ismael Nibot, CIMA®, CRPC®'s WBI Experience July 2015 - Present
Job Internal Sales at WBI
Industry Financial Services
Experience
WBI July 2015 - Present
Lord, Abbett & Co. LLC April 2013 - July 2015
OppenheimerFunds May 2011 - March 2013
OppenheimerFunds May 2007 - May 2011
JP Morgan Chase December 2004 - May 2007
American Express Financial Advisors August 2002 - December 2004
United States Marine Corps May 1990 - May 1998
Skills
Series 7, Mutual Funds, Sales, Sales Management, Wealth Management, Relationship Management, Spanish, Internal Wholesaling, Key Account Management, Fixed Income, Fusion, Certified Investment..., Asset Allocation, Consultative Sales..., RFP, Sales Presentations, Salesforce.com, Morningstar, Retirement Plan..., Training, Series 63, 401k, Portfolio Management, Separately Managed..., CRM, Retirement, Investments, Financial Services, Asset Management, Equities
Education
Seton Hall University 2000 — 2002
MBA, Finance
Seton Hall University 1990 — 1994
BA, History
WBI July 2015 - Present
Lord, Abbett & Co. LLC April 2013 - July 2015
OppenheimerFunds May 2011 - March 2013
OppenheimerFunds May 2007 - May 2011
JP Morgan Chase December 2004 - May 2007
American Express Financial Advisors August 2002 - December 2004
United States Marine Corps May 1990 - May 1998
Skills
Series 7, Mutual Funds, Sales, Sales Management, Wealth Management, Relationship Management, Spanish, Internal Wholesaling, Key Account Management, Fixed Income, Fusion, Certified Investment..., Asset Allocation, Consultative Sales..., RFP, Sales Presentations, Salesforce.com, Morningstar, Retirement Plan..., Training, Series 63, 401k, Portfolio Management, Separately Managed..., CRM, Retirement, Investments, Financial Services, Asset Management, Equities
Education
Seton Hall University 2000 — 2002
MBA, Finance
Seton Hall University 1990 — 1994
BA, History
Joshua Shader Joshua Shader's WBI Experience November 2008 - March 2009
Job Entreprenuer ¡ Artist ! Chef
Industry Food Production
Experience
Awaken Foods October 2013 - Present
Joshua Shader January 2011 - Present
Boca Raton Resort & Club December 2009 - October 2013
Whole Foods Market July 2011 - May 2012
ZED451 June 2009 - December 2009
WBI November 2008 - March 2009
Oyikil Wines January 2008 - February 2009
Image FX Media May 2005 - October 2008
Lipof Advertising April 2005 - May 2006
Gateway January 2002 - August 2004
Skills
Graphic Design, Web Design, Advertising, Brochures, Graphics, harmonica, Innovation, Healthy Lifestyle, Nutritional Counseling, Toy Design, Sculpture, Ceramics, Happiness, Ceramic, Logo Design, Toys, Art, Flash, Adobe Creative Suite, Business Cards
Education
Landmark Education 2007 — 2012
Art Institute of Fort Lauderdale 2009 — 2010
Certificate of Successful Abdication, Culinary Arts/Chef Training
Florida Atlantic University 2008 — 2009
Art Studio
Broward College 2005 — 2008
Associates of Arts, Art Studio
Awaken Foods October 2013 - Present
Joshua Shader January 2011 - Present
Boca Raton Resort & Club December 2009 - October 2013
Whole Foods Market July 2011 - May 2012
ZED451 June 2009 - December 2009
WBI November 2008 - March 2009
Oyikil Wines January 2008 - February 2009
Image FX Media May 2005 - October 2008
Lipof Advertising April 2005 - May 2006
Gateway January 2002 - August 2004
Skills
Graphic Design, Web Design, Advertising, Brochures, Graphics, harmonica, Innovation, Healthy Lifestyle, Nutritional Counseling, Toy Design, Sculpture, Ceramics, Happiness, Ceramic, Logo Design, Toys, Art, Flash, Adobe Creative Suite, Business Cards
Education
Landmark Education 2007 — 2012
Art Institute of Fort Lauderdale 2009 — 2010
Certificate of Successful Abdication, Culinary Arts/Chef Training
Florida Atlantic University 2008 — 2009
Art Studio
Broward College 2005 — 2008
Associates of Arts, Art Studio
Paul Jovanovski Paul Jovanovski's WBI Experience April 2015 - Present
Job Financial Industry
Industry Financial Services
Experience
WBI April 2015 - Present
Jovo's Market and Deli LLC July 2012 - Present
Hawk Capital (Monmouth University) September 2014 - December 2014
Waretown Farms Garden Center LLC June 2009 - June 2012
Skills
Banking, Finance, Portfolio Management, Management, Customer Service, Business Planning, Business Strategy, Financial Accounting, Financial Risk, Food & Beverage, Financial Analysis, Valuation, Financial Modeling, Analysis, Investments, Microsoft Office, Equities
Education
University of Rochester - William E. Simon Graduate School of Business Administration (CH) 2013 — 2014
Master of Science (M.S.), Finance
Monmouth University 2009 — 2012
Bachelor of Science (B.S.), Finance and Economics
WBI April 2015 - Present
Jovo's Market and Deli LLC July 2012 - Present
Hawk Capital (Monmouth University) September 2014 - December 2014
Waretown Farms Garden Center LLC June 2009 - June 2012
Skills
Banking, Finance, Portfolio Management, Management, Customer Service, Business Planning, Business Strategy, Financial Accounting, Financial Risk, Food & Beverage, Financial Analysis, Valuation, Financial Modeling, Analysis, Investments, Microsoft Office, Equities
Education
University of Rochester - William E. Simon Graduate School of Business Administration (CH) 2013 — 2014
Master of Science (M.S.), Finance
Monmouth University 2009 — 2012
Bachelor of Science (B.S.), Finance and Economics
Wenhao Zhou Wenhao Zhou's WBI Experience May 2014 - Present
Job Graduate Student at Carnegie Mellon University
Industry Financial Services
Experience
WBI May 2014 - Present
Carnegie Mellon Tepper School of Business August 2012 - December 2013
Molten Markets June 2013 - August 2013
Skills
R, C++, Java, Visual Basic, MS Office tools, MATLAB, SQL, Time Series Analysis, Machine Learning, Statistical Arbitrage, Optimization, Perl, Monte Carlo Simulation, Option Pricing Models, Portfolio Management, Risk Management, Bloomberg Terminal, Fixed Income
Education
Carnegie Mellon University 2012 — 2014
Master's degree, Computational Finance(Financial Engineering)
The Ohio State University 2008 — 2012
BS, Financial Mathematics, 3.9/4.0
suzhou high school
WBI May 2014 - Present
Carnegie Mellon Tepper School of Business August 2012 - December 2013
Molten Markets June 2013 - August 2013
Skills
R, C++, Java, Visual Basic, MS Office tools, MATLAB, SQL, Time Series Analysis, Machine Learning, Statistical Arbitrage, Optimization, Perl, Monte Carlo Simulation, Option Pricing Models, Portfolio Management, Risk Management, Bloomberg Terminal, Fixed Income
Education
Carnegie Mellon University 2012 — 2014
Master's degree, Computational Finance(Financial Engineering)
The Ohio State University 2008 — 2012
BS, Financial Mathematics, 3.9/4.0
suzhou high school
Brian Warnock's WBI Experience Product Mgr and Admin SupportWindow Book, Inc.2006 - Present
Job Product Mgr at WBI
Industry Online Media
Experience
WBI Product Mgr and Admin SupportWindow Book, Inc.2006 - Present
Windows Book, Inc. 1994 - Present
BYTE Magazine June 1985 - April 1989
Skills
Product Management, Multi-channel Marketing, Direct Mail, HTML, Direct Marketing, Webinars
Education
Keene State College 1981 — 1983
BA, English
WBI Product Mgr and Admin SupportWindow Book, Inc.2006 - Present
Windows Book, Inc. 1994 - Present
BYTE Magazine June 1985 - April 1989
Skills
Product Management, Multi-channel Marketing, Direct Mail, HTML, Direct Marketing, Webinars
Education
Keene State College 1981 — 1983
BA, English
Chen-Hui Spicer, NCIDQ's WBI Experience 2008 - 2009
Job Associate, Senior Project Designer at Gensler
Industry Architecture & Planning
Experience
Gensler 2011 - Present
PDM International 2010 - 2011
WBI 2008 - 2009
Cooper Carry 2006 - 2008
Hatcher Design 2002 - 2006
Skills
Architecture, Space-planning, Interior Design, Sustainable Design, Design Research, Sketching, Space planning, Architectures, Renovation, Interior Architecture, Furniture, Architectural Design, Comprehensive Planning, Mixed-use, SketchUp
Education
University of Alabama
Gensler 2011 - Present
PDM International 2010 - 2011
WBI 2008 - 2009
Cooper Carry 2006 - 2008
Hatcher Design 2002 - 2006
Skills
Architecture, Space-planning, Interior Design, Sustainable Design, Design Research, Sketching, Space planning, Architectures, Renovation, Interior Architecture, Furniture, Architectural Design, Comprehensive Planning, Mixed-use, SketchUp
Education
University of Alabama
Matt Woehnker's WBI Experience September 2015 - Present
Job Vice President of Business Development at WBI
Industry Financial Services
Experience
WBI September 2015 - Present
WBI June 2014 - September 2015
WBI April 2012 - June 2014
BlackRock October 2009 - April 2012
Lord Abbett June 2006 - October 2009
Credit Suisse May 2005 - September 2005
Education
Elizabethtown College 2002 — 2006
BA, Finance
Christian Brothers Academy
WBI September 2015 - Present
WBI June 2014 - September 2015
WBI April 2012 - June 2014
BlackRock October 2009 - April 2012
Lord Abbett June 2006 - October 2009
Credit Suisse May 2005 - September 2005
Education
Elizabethtown College 2002 — 2006
BA, Finance
Christian Brothers Academy
Linda Therrien's WBI Experience August 2000 - July 2013
Job Reading Specialist Masters / Special Education Masters
Industry Education Management
Experience
Chesapeake Public Schools July 2013 - Present
WBI August 2000 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
Currently teaching remedial English and Reading at TCC in Chesapeake VA
Old Dominion University
Master's degree, Reading Specialist / Special Education
Chesapeake Public Schools July 2013 - Present
WBI August 2000 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
Currently teaching remedial English and Reading at TCC in Chesapeake VA
Old Dominion University
Master's degree, Reading Specialist / Special Education