WBI Investments
Industry: Company
DescriptionFounded: 1984
WBI Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at WBI Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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WBI Investments Employees
Employee
Years
Job
Industry
John W. Hain, Jr. John W. Hain, Jr.'s WBI Investments Experience January 2014 - Present
Job Operations Manager at WBI Investments
Industry Financial Services
Experience
WBI Investments January 2014 - Present
WBI Investments March 2013 - December 2013
Blue Sky Power LLC February 2012 - February 2013
Prudential Financial February 2011 - February 2012
Barrington Research Associates, Inc. October 2006 - October 2010
City Colleges of Chicago - Harold Washington College September 2006 - June 2007
Skills
Capital Markets, Finance, Management, Process Improvement, Process Management, Project Finance, Equity Research, Trading Operations, Financial Modeling, Financial Analysis, Equity Valuation, Equity Trading, Middle Office, Back Office, Advent, APX, Moxy, Security APL, Trading Systems, Worldox, Account Reconciliation, Microsoft Office, VBA, Document Creation, Microsoft Word, Microsoft Excel, Access, PowerPoint, TCA, GIPS, GIPS Compliance, Performance Reporting, Separately Managed..., ETFs, Equities, Variable Annuities, Options, Mutual Funds
Education
The University of Chicago 2005 — 2006
M.A., Humanities, Philosophy
Rutgers University-New Brunswick 2001 — 2005
B.A., Philosophy, Linguistics, Psychology, English
WBI Investments January 2014 - Present
WBI Investments March 2013 - December 2013
Blue Sky Power LLC February 2012 - February 2013
Prudential Financial February 2011 - February 2012
Barrington Research Associates, Inc. October 2006 - October 2010
City Colleges of Chicago - Harold Washington College September 2006 - June 2007
Skills
Capital Markets, Finance, Management, Process Improvement, Process Management, Project Finance, Equity Research, Trading Operations, Financial Modeling, Financial Analysis, Equity Valuation, Equity Trading, Middle Office, Back Office, Advent, APX, Moxy, Security APL, Trading Systems, Worldox, Account Reconciliation, Microsoft Office, VBA, Document Creation, Microsoft Word, Microsoft Excel, Access, PowerPoint, TCA, GIPS, GIPS Compliance, Performance Reporting, Separately Managed..., ETFs, Equities, Variable Annuities, Options, Mutual Funds
Education
The University of Chicago 2005 — 2006
M.A., Humanities, Philosophy
Rutgers University-New Brunswick 2001 — 2005
B.A., Philosophy, Linguistics, Psychology, English
Bob Confessore, CFP® Bob Confessore, CFP®'s WBI Investments Experience April 1989 - Present
Job President, Hartshorne Group, Inc.
Industry Financial Services
Experience
WBI Investments April 1989 - Present
Hartshorne Group, Inc. April 1989 - Present
Skills
Mutual Funds, Series 7, Asset Allocation, Asset Management, Wealth Management, Retirement Planning, Investments, Series 63, Portfolio Management, Fixed Annuities, Securities, Alternative Investments, Microsoft Office, Microsoft Excel, Marketing, Outlook, Capital Markets, Hedge Funds, Business Analysis, Equities
Education
Stevens Institute of Technology 1973 — 1977
Bachelor of Engineering, Mechanical engineering
Stevens Institute of Technology
Bachelor of Science (BS)
WBI Investments April 1989 - Present
Hartshorne Group, Inc. April 1989 - Present
Skills
Mutual Funds, Series 7, Asset Allocation, Asset Management, Wealth Management, Retirement Planning, Investments, Series 63, Portfolio Management, Fixed Annuities, Securities, Alternative Investments, Microsoft Office, Microsoft Excel, Marketing, Outlook, Capital Markets, Hedge Funds, Business Analysis, Equities
Education
Stevens Institute of Technology 1973 — 1977
Bachelor of Engineering, Mechanical engineering
Stevens Institute of Technology
Bachelor of Science (BS)
Robert C. O'Brien Jr. Robert C. O'Brien Jr.'s WBI Investments Experience June 2012 - May 2013
Job Regional Vice President at Prudential Financial
Industry Financial Services
Experience
Prudential Financial June 2013 - Present
WBI Investments June 2012 - May 2013
Lincoln Financial Distributors November 2010 - May 2012
Sun Life Financial March 2009 - October 2010
Pacific Life January 2000 - February 2009
Indianapolis Life Insurance Company August 1999 - January 2000
New England Funds April 1998 - July 1999
Keyport life February 1995 - April 1998
Putnam Investments August 1993 - February 1995
Skills
Sales Presentations, Series 6, Series 63, Series 7, Series 66, Annuities, Mutual Funds, Separately Managed...
Education
University of Massachusetts Boston 1989 — 1993
BA, Ethics and Social and Political Philosphy
Massasoit Community College 1989 — 1991
AA, Law Enforcement
Prudential Financial June 2013 - Present
WBI Investments June 2012 - May 2013
Lincoln Financial Distributors November 2010 - May 2012
Sun Life Financial March 2009 - October 2010
Pacific Life January 2000 - February 2009
Indianapolis Life Insurance Company August 1999 - January 2000
New England Funds April 1998 - July 1999
Keyport life February 1995 - April 1998
Putnam Investments August 1993 - February 1995
Skills
Sales Presentations, Series 6, Series 63, Series 7, Series 66, Annuities, Mutual Funds, Separately Managed...
Education
University of Massachusetts Boston 1989 — 1993
BA, Ethics and Social and Political Philosphy
Massasoit Community College 1989 — 1991
AA, Law Enforcement
Peter Calabrese's WBI Investments Experience October 2014 - Present
Job WBI investments, Southeast region sales
Industry Financial Services
Experience
WBI Investments October 2014 - Present
WallachBeth Capital April 2013 - September 2014
LINK brokers July 2004 - March 2013
Israel A. Englander & Co. July 2000 - June 2004
Skills
Series 7, series 55, Series 63, series 66, Derivatives, Equity Derivatives, Options, Trading, Financial Services, Investments, Financial Markets, ETFs, Bloomberg, Equity Trading, Hedge Funds, Portfolio Management, Equities, FINRA, Fixed Income
Education
Brown University 1996 — 2000
Bachelor of Arts, Business Economics
WBI Investments October 2014 - Present
WallachBeth Capital April 2013 - September 2014
LINK brokers July 2004 - March 2013
Israel A. Englander & Co. July 2000 - June 2004
Skills
Series 7, series 55, Series 63, series 66, Derivatives, Equity Derivatives, Options, Trading, Financial Services, Investments, Financial Markets, ETFs, Bloomberg, Equity Trading, Hedge Funds, Portfolio Management, Equities, FINRA, Fixed Income
Education
Brown University 1996 — 2000
Bachelor of Arts, Business Economics
Morgan Gaynor Morgan Gaynor's WBI Investments Experience December 2013 - June 2015
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
Brad Grulke's WBI Investments Experience February 2011 - Present
Job Regional Sales Director for Southeast at WBI Investments
Industry Financial Services
Experience
WBI Investments February 2011 - Present
ING Individual Retirement February 2007 - November 2010
Guardian Life Insurance March 2004 - January 2007
Jackson National Life September 2001 - May 2004
Edward Jones 2000 - 2001
Skills
Series 7, Mutual Funds, Annuities, Investments, Wholesaling, Securities, Financial Advisory, Equities, Fixed Annuities, Retirement Planning, Retirement, Asset Allocation
Education
Brown University 1996 — 2000
BA
WBI Investments February 2011 - Present
ING Individual Retirement February 2007 - November 2010
Guardian Life Insurance March 2004 - January 2007
Jackson National Life September 2001 - May 2004
Edward Jones 2000 - 2001
Skills
Series 7, Mutual Funds, Annuities, Investments, Wholesaling, Securities, Financial Advisory, Equities, Fixed Annuities, Retirement Planning, Retirement, Asset Allocation
Education
Brown University 1996 — 2000
BA
Craig French's WBI Investments Experience July 2013 - Present
Job Director of Investments at WBI Investments
Industry Financial Services
Experience
WBI Investments July 2013 - Present
Lasair Capital LLC April 2010 - January 2013
Corbin Capital Partners 2001 - April 2010
SEI Investments 2000 - 2001
Goldman Sachs Asset Management 1996 - 2000
Susquehanna International Group, LLP (SIG) 1995 - 1996
Societe Generale 1992 - 1995
Lake Champlain Transportation Co. 1987 - 1992
US Army 1984 - 1988
Skills
Alternative Investments, Portfolio Management, Hedge Funds, Risk Management, Asset Pricing, Investment Strategies, Derivatives, Portfolio Optimization, Asset Allocation, Asset Management, Fixed Income, Fund Of Funds, Equities, Asset Managment, Series 3, Series 7, Series 24, Series 63, Trading, Investments, Investment Management, Strategy, Financial Markets, Valuation, Due Diligence, Entrepreneurship, FINRA, Bloomberg, Capital Markets, Private Equity, Securities, Series 65, Quantitative Analytics, Equity Research, Options, Emerging Markets, Financial Risk, Investor Relations, Mutual Funds, Investment Banking, Bonds, Equity Trading, Finance, FX Options
Education
Columbia University - Columbia Business School 2007 — 2007
PRMIA Certificate, Risk Management
University of Pennsylvania - The Wharton School 1992 — 1996
BBA, Finance & Management
WBI Investments July 2013 - Present
Lasair Capital LLC April 2010 - January 2013
Corbin Capital Partners 2001 - April 2010
SEI Investments 2000 - 2001
Goldman Sachs Asset Management 1996 - 2000
Susquehanna International Group, LLP (SIG) 1995 - 1996
Societe Generale 1992 - 1995
Lake Champlain Transportation Co. 1987 - 1992
US Army 1984 - 1988
Skills
Alternative Investments, Portfolio Management, Hedge Funds, Risk Management, Asset Pricing, Investment Strategies, Derivatives, Portfolio Optimization, Asset Allocation, Asset Management, Fixed Income, Fund Of Funds, Equities, Asset Managment, Series 3, Series 7, Series 24, Series 63, Trading, Investments, Investment Management, Strategy, Financial Markets, Valuation, Due Diligence, Entrepreneurship, FINRA, Bloomberg, Capital Markets, Private Equity, Securities, Series 65, Quantitative Analytics, Equity Research, Options, Emerging Markets, Financial Risk, Investor Relations, Mutual Funds, Investment Banking, Bonds, Equity Trading, Finance, FX Options
Education
Columbia University - Columbia Business School 2007 — 2007
PRMIA Certificate, Risk Management
University of Pennsylvania - The Wharton School 1992 — 1996
BBA, Finance & Management
Kerri Cain Kerri Cain's WBI Investments Experience December 2013 - August 2015
Job Director, Senior Compliance Manager Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2015 - Present
WBI Investments December 2013 - August 2015
Guggenheim Partners September 2012 - December 2013
Caxton Alternative Management March 2012 - September 2012
The Little Gym of Spotswood June 2007 - June 2012
Caxton Associates 2000 - 2007
Cantor Fitzgerald 1997 - 2000
New York Life Insurance Company 1995 - 1997
Skills
Hedge Funds, Alternative Investments, Account Reconciliation, Fixed Income, Financial Accounting, Fund Accounting, GAAP, Derivatives, Equities, Financial Analysis, Private Equity, Accounting, Series 7, Financial Reporting
Education
Pace University - Lubin School of Business 1998 — 2000
Masters of Business Administration, Financial Management
Manhattan College 1991 — 1995
Bachelor of Science, Accounting and Finance
Guggenheim Partners September 2015 - Present
WBI Investments December 2013 - August 2015
Guggenheim Partners September 2012 - December 2013
Caxton Alternative Management March 2012 - September 2012
The Little Gym of Spotswood June 2007 - June 2012
Caxton Associates 2000 - 2007
Cantor Fitzgerald 1997 - 2000
New York Life Insurance Company 1995 - 1997
Skills
Hedge Funds, Alternative Investments, Account Reconciliation, Fixed Income, Financial Accounting, Fund Accounting, GAAP, Derivatives, Equities, Financial Analysis, Private Equity, Accounting, Series 7, Financial Reporting
Education
Pace University - Lubin School of Business 1998 — 2000
Masters of Business Administration, Financial Management
Manhattan College 1991 — 1995
Bachelor of Science, Accounting and Finance
Eric Sanderson's WBI Investments Experience September 2013 - Present
Job Trading Operations Specialist at WBI Investments
Industry Financial Services
Experience
WBI Investments September 2013 - Present
ZAIS Group, LLC December 2011 - September 2013
Pura Vida Capital May 2010 - July 2010
Skills
Series 65, Financial Analysis, Microsoft Excel, Financial Modeling, Management, Valuation, Investments
Education
Rowan University 2006 — 2010
Bachelor of Science, Finance
WBI Investments September 2013 - Present
ZAIS Group, LLC December 2011 - September 2013
Pura Vida Capital May 2010 - July 2010
Skills
Series 65, Financial Analysis, Microsoft Excel, Financial Modeling, Management, Valuation, Investments
Education
Rowan University 2006 — 2010
Bachelor of Science, Finance
Brian McArthur Brian McArthur's WBI Investments Experience August 2011 - July 2012
Job Regional Marketing Director at Lincoln Financial Distributors, Inc. / Moneyguard
Industry Financial Services
Experience
Lincoln Financial Distributors August 2013 - Present
Incapital July 2012 - August 2013
WBI Investments August 2011 - July 2012
Sun Life Financial February 2005 - September 2011
PLANCO January 2002 - February 2005
AIG SunAmerica January 2000 - January 2002
SunAmerica January 2000 - December 2001
Skills
Series 7, Series 63, Separately Managed..., Fixed Annuities, Retirement Planning, Series 6, Mutual Funds, Life Insurance, Variable Annuities, Alternative Investments, Financial Advisory, Retirement, Financial Services, Asset Allocation, 401k, Insurance, Series 65, FINRA
Education
University of San Diego 1995 — 1998
Bachelor's, Business Administration
Connetquot High School 1990 — 1993
Suffolk County Community College, Associates Degree in Business Administration
Lincoln Financial Distributors August 2013 - Present
Incapital July 2012 - August 2013
WBI Investments August 2011 - July 2012
Sun Life Financial February 2005 - September 2011
PLANCO January 2002 - February 2005
AIG SunAmerica January 2000 - January 2002
SunAmerica January 2000 - December 2001
Skills
Series 7, Series 63, Separately Managed..., Fixed Annuities, Retirement Planning, Series 6, Mutual Funds, Life Insurance, Variable Annuities, Alternative Investments, Financial Advisory, Retirement, Financial Services, Asset Allocation, 401k, Insurance, Series 65, FINRA
Education
University of San Diego 1995 — 1998
Bachelor's, Business Administration
Connetquot High School 1990 — 1993
Suffolk County Community College, Associates Degree in Business Administration
Gary Stroik Gary Stroik's WBI Investments Experience February 1990 - Present
Job VP & CIO at WBI Investments
Industry Financial Services
Experience
WBI Investments February 1990 - Present
WBI Investments, Inc. 1990 - Present
Skills
Strategic Planning, Mutual Funds, Portfolio Management, Risk Management, Investments, Asset Management, Wealth Management, Investment Advisory, Retirement
Education
Georgetown University 1972 — 1976
Bachelor of Arts (B.A.)
WBI Investments February 1990 - Present
WBI Investments, Inc. 1990 - Present
Skills
Strategic Planning, Mutual Funds, Portfolio Management, Risk Management, Investments, Asset Management, Wealth Management, Investment Advisory, Retirement
Education
Georgetown University 1972 — 1976
Bachelor of Arts (B.A.)
Matthew Barnathan's WBI Investments Experience July 2015 - Present
Job Portfolio Specialist Separately Managed Accounts at BlackRock
Industry Financial Services
Experience
WBI Investments July 2015 - Present
BlackRock November 2012 - July 2015
Marathon Energy Corporation November 2011 - November 2012
UBS June 2010 - August 2010
Atlantic Development Group June 2009 - August 2009
Skills
Series 7, Series 66, MBA, Investments, Financial Markets, Portfolio Management, Bloomberg, Risk Management, Equities
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2013
MBA, Finance
Saint Joseph's University 2006 — 2010
BS, Finance
WBI Investments July 2015 - Present
BlackRock November 2012 - July 2015
Marathon Energy Corporation November 2011 - November 2012
UBS June 2010 - August 2010
Atlantic Development Group June 2009 - August 2009
Skills
Series 7, Series 66, MBA, Investments, Financial Markets, Portfolio Management, Bloomberg, Risk Management, Equities
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2013
MBA, Finance
Saint Joseph's University 2006 — 2010
BS, Finance
Jenifer Confessore Jenifer Confessore's WBI Investments Experience 2011 - 2013
Job QA Technician at Alpha Associates, Inc
Industry Chemicals
Experience
Alpha Associates, Inc December 2013 - Present
WBI Investments 2011 - 2013
Pasco Sheriff's Office May 2012 - July 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, AFIS, Chemistry, Forensic Chemistry, Forensic Analysis, Quality Assurance, Time Management
Education
University of New Haven 2009 — 2013
Bachelor of Science (B.S.), Chemistry & Forensic Chemistry
Red Bank Catholic High School 2005 — 2009
Alpha Associates, Inc December 2013 - Present
WBI Investments 2011 - 2013
Pasco Sheriff's Office May 2012 - July 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, AFIS, Chemistry, Forensic Chemistry, Forensic Analysis, Quality Assurance, Time Management
Education
University of New Haven 2009 — 2013
Bachelor of Science (B.S.), Chemistry & Forensic Chemistry
Red Bank Catholic High School 2005 — 2009
Derek Swanner's WBI Investments Experience December 2012 - December 2013
Job Regional Vice President Wealth Management Consultant Mid Atlantic North
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
WBI Investments - NY Metro December 2013 - May 2015
WBI Investments December 2012 - December 2013
Blackrock July 2010 - November 2012
BlackRock July 2007 - July 2010
Skills
Mutual Funds, Asset Allocation, Investments, Alternative Investments, Series 7, Fixed Income, Asset Managment, Equities, Uniform Combined State..., Asset Management, Investment Strategies, Portfolio Management, Securities, Wealth Management
Education
Drew University 2002 — 2006
Bachelor of Arts (BA), Ecomomics & Business Management
Christian Brothers Academy 1998 — 2002
Ameriprise Financial Services, Inc. August 2015 - Present
WBI Investments - NY Metro December 2013 - May 2015
WBI Investments December 2012 - December 2013
Blackrock July 2010 - November 2012
BlackRock July 2007 - July 2010
Skills
Mutual Funds, Asset Allocation, Investments, Alternative Investments, Series 7, Fixed Income, Asset Managment, Equities, Uniform Combined State..., Asset Management, Investment Strategies, Portfolio Management, Securities, Wealth Management
Education
Drew University 2002 — 2006
Bachelor of Arts (BA), Ecomomics & Business Management
Christian Brothers Academy 1998 — 2002
Cy Aleman, CFP®'s WBI Investments Experience January 2011 - June 2012
Job Regional Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2012 - Present
WBI Investments January 2011 - June 2012
ING Financial Partners July 2006 - November 2010
Old Mutual 2004 - 2006
OppenheimerFunds July 2002 - March 2004
Skills
401k, Alternative Investments, Asset Allocation, Financial Risk, Fixed Annuities, Investments, Leadership, Management, Marketing, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Sales, Sales Management, Securities, Series 6, Series 63, Series 7, Strategic Financial..., Variable Annuities, Wealth Management
Education
University of Oregon 1998 — 2002
BS, Political Science
Pioneer Investments June 2012 - Present
WBI Investments January 2011 - June 2012
ING Financial Partners July 2006 - November 2010
Old Mutual 2004 - 2006
OppenheimerFunds July 2002 - March 2004
Skills
401k, Alternative Investments, Asset Allocation, Financial Risk, Fixed Annuities, Investments, Leadership, Management, Marketing, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Sales, Sales Management, Securities, Series 6, Series 63, Series 7, Strategic Financial..., Variable Annuities, Wealth Management
Education
University of Oregon 1998 — 2002
BS, Political Science
Lucas Carey, CFP®'s WBI Investments Experience February 2004 - October 2005
Job Financial Planner at Lighthouse Financial Advisors
Industry Financial Services
Experience
Lighthouse Financial Advisors March 2007 - Present
WBI Investments February 2004 - October 2005
Skills
Retirement Planning, Asset Allocation, Cash Management, Small Business, College Education..., Estate Planning, Strategic Financial..., Tax Preparation, Income Tax
Education
Texas Tech University 2002 — 2003
Master of Sciences, Financial Planning
Iowa State University 1999 — 2002
Bachelor of Science, Finance
Lighthouse Financial Advisors March 2007 - Present
WBI Investments February 2004 - October 2005
Skills
Retirement Planning, Asset Allocation, Cash Management, Small Business, College Education..., Estate Planning, Strategic Financial..., Tax Preparation, Income Tax
Education
Texas Tech University 2002 — 2003
Master of Sciences, Financial Planning
Iowa State University 1999 — 2002
Bachelor of Science, Finance
Thomas Kucera's WBI Investments Experience October 2011 - Present
Job Regional Director at WBI Investments
Industry Financial Services
Experience
WBI Investments October 2011 - Present
Jackson National Life 2008 - 2011
Skills
Series 6, Mutual Funds, Series 63, Separately Managed..., Series 7, Variable Annuities, Series 65, Retirement Planning, Retirement, Portfolio Management, Asset Allocation, Fixed Annuities
Education
Iowa State University
WBI Investments October 2011 - Present
Jackson National Life 2008 - 2011
Skills
Series 6, Mutual Funds, Series 63, Separately Managed..., Series 7, Variable Annuities, Series 65, Retirement Planning, Retirement, Portfolio Management, Asset Allocation, Fixed Annuities
Education
Iowa State University
John Olson's WBI Investments Experience November 2012 - September 2014
Job Regional DirectorSwan Global Investments
Industry Financial Services
Experience
Swan Global Investments June 2015 - Present
WBI Investments November 2012 - September 2014
Wells Fargo October 2006 - November 2012
Morgan Stanley February 1994 - October 2006
Skills
Financial Advisory, Strategic Financial..., Series 7, Series 63, Series 65, Series 9, Series 10, Series 31, Life Insurance, Health Insurance, Portfolio Management, Program Management, Retirement Planning, Financial Analysis, Wealth Management, Mortgage Lending, Insurance, Securities, Retirement, Separately Managed..., Financial Services, Alternative Investments, Asset Allocation, Investments, Variable Annuities, Investment Management, ETFs, Risk Management, Investment Strategies, Mutual Funds, Investment Advisory, Financial Planning, FINRA
Education
University of Maine 1991 — 1993
BS, Natural Resources
Fairleigh Dickinson University 1987 — 1989
AA, Liberal Arts
Swan Global Investments June 2015 - Present
WBI Investments November 2012 - September 2014
Wells Fargo October 2006 - November 2012
Morgan Stanley February 1994 - October 2006
Skills
Financial Advisory, Strategic Financial..., Series 7, Series 63, Series 65, Series 9, Series 10, Series 31, Life Insurance, Health Insurance, Portfolio Management, Program Management, Retirement Planning, Financial Analysis, Wealth Management, Mortgage Lending, Insurance, Securities, Retirement, Separately Managed..., Financial Services, Alternative Investments, Asset Allocation, Investments, Variable Annuities, Investment Management, ETFs, Risk Management, Investment Strategies, Mutual Funds, Investment Advisory, Financial Planning, FINRA
Education
University of Maine 1991 — 1993
BS, Natural Resources
Fairleigh Dickinson University 1987 — 1989
AA, Liberal Arts
Hetal Sabuwala's WBI Investments Experience June 2007 - May 2012
Job Data Integrity Specialist
Industry Financial Services
Experience
WBI Investments June 2007 - May 2012
Goldman Sachs March 1998 - February 2002
Skills
Alternative Investments, Mutual Funds, Equities
Education
Rutgers University-New Brunswick 1989 — 1993
BA, Economics
WBI Investments June 2007 - May 2012
Goldman Sachs March 1998 - February 2002
Skills
Alternative Investments, Mutual Funds, Equities
Education
Rutgers University-New Brunswick 1989 — 1993
BA, Economics
Mike Buchholz's WBI Investments Experience January 2011 - August 2015
Job Senior Key Accounts Director at Sierra Investment Management, Inc.
Industry Financial Services
Experience
Sierra Investment Management, Inc. September 2015 - Present
WBI Investments January 2011 - August 2015
ING June 1994 - December 2010
Skills
Series 63, Series 7, Mutual Funds, Fixed Annuities, Series 6, Investments, Alternative Investments, Asset Managment, Series 24, Retirement Planning, FINRA, Wealth Management, Retirement, Securities, Series 65, Variable Annuities, Portfolio Management, Asset Allocation, 401k, Separately Managed...
Education
University of Iowa 1987 — 1991
Bachelor of Arts Economics, Economics
Sierra Investment Management, Inc. September 2015 - Present
WBI Investments January 2011 - August 2015
ING June 1994 - December 2010
Skills
Series 63, Series 7, Mutual Funds, Fixed Annuities, Series 6, Investments, Alternative Investments, Asset Managment, Series 24, Retirement Planning, FINRA, Wealth Management, Retirement, Securities, Series 65, Variable Annuities, Portfolio Management, Asset Allocation, 401k, Separately Managed...
Education
University of Iowa 1987 — 1991
Bachelor of Arts Economics, Economics
William Beuther, Jr.'s WBI Investments Experience February 2012 - Present
Job Operations Assistant at WBI Investments
Industry Investment Management
Experience
WBI Investments February 2012 - Present
Shore Regional High School January 2009 - February 2012
JPMorgan Chase June 1994 - October 2008
Bear Stearns 1994 - 2008
Skills
Customer Service, Writing, Troubleshooting, Telephone Skills
Education
St. Francis College 1991 — 1994
Bachelor of Arts Degree, English
Franklin K. Lane High School
WBI Investments February 2012 - Present
Shore Regional High School January 2009 - February 2012
JPMorgan Chase June 1994 - October 2008
Bear Stearns 1994 - 2008
Skills
Customer Service, Writing, Troubleshooting, Telephone Skills
Education
St. Francis College 1991 — 1994
Bachelor of Arts Degree, English
Franklin K. Lane High School
Richard Kundracik's WBI Investments Experience May 2009 - October 2010
Job SVP Business Development FSC Securities Corporation
Industry Financial Services
Experience
FSC Securities Corp. October 2010 - Present
WBI Investments May 2009 - October 2010
ING Advisors Network 2002 - 2009
Skills
Series 7, Series 63, Securities, Mutual Funds, Series 24, Investments, Wealth Management, FINRA, Asset Managment, Series 65, Asset Allocation, Investment Advisory, Portfolio Management, Investment Management, Retirement, ETFs, Financial Advisory, Asset Management, Uniform Combined State..., 401k, Retirement Planning, Investment Strategies
Education
Michigan State University 1968 — 1972
Economics
FSC Securities Corp. October 2010 - Present
WBI Investments May 2009 - October 2010
ING Advisors Network 2002 - 2009
Skills
Series 7, Series 63, Securities, Mutual Funds, Series 24, Investments, Wealth Management, FINRA, Asset Managment, Series 65, Asset Allocation, Investment Advisory, Portfolio Management, Investment Management, Retirement, ETFs, Financial Advisory, Asset Management, Uniform Combined State..., 401k, Retirement Planning, Investment Strategies
Education
Michigan State University 1968 — 1972
Economics
Carl Von Stetten's WBI Investments Experience August 2013 - April 2015
Job Help desk manager
Industry Information Technology and Services
Experience
LexisNexis April 2015 - Present
WBI Investments August 2013 - April 2015
Optimer Pharmaceuticals May 2011 - August 2013
sanofi-aventis May 2010 - May 2011
Technisource April 2008 - May 2010
Merck June 2007 - April 2008
Skills
Active Directory, Microsoft Exchange, Windows XP, Windows 7, XP, Microsoft Office, BMC Remedy, Windows Server, Cisco Telepresence, WebEx, iPad, System Administration, Networking, Outlook, Troubleshooting, HP Openview, Polycom Video..., SharePoint, Servers, VPN, Technical Support, Help Desk Support, Remedy, lite project management, Airwatch MDM, druva, APX, Office 365, Apple Products, Firewalls, SonicWALL, Disaster Recovery
Education
Arthur McNeil institute 2006 — 2006
Technical, Technical support specialist
Rutgers University-New Brunswick 2002 — 2004
LexisNexis April 2015 - Present
WBI Investments August 2013 - April 2015
Optimer Pharmaceuticals May 2011 - August 2013
sanofi-aventis May 2010 - May 2011
Technisource April 2008 - May 2010
Merck June 2007 - April 2008
Skills
Active Directory, Microsoft Exchange, Windows XP, Windows 7, XP, Microsoft Office, BMC Remedy, Windows Server, Cisco Telepresence, WebEx, iPad, System Administration, Networking, Outlook, Troubleshooting, HP Openview, Polycom Video..., SharePoint, Servers, VPN, Technical Support, Help Desk Support, Remedy, lite project management, Airwatch MDM, druva, APX, Office 365, Apple Products, Firewalls, SonicWALL, Disaster Recovery
Education
Arthur McNeil institute 2006 — 2006
Technical, Technical support specialist
Rutgers University-New Brunswick 2002 — 2004
Daniel Loughlin's WBI Investments Experience June 2011 - Present
Job Regional Sales Associate at WBI Investments
Industry Financial Services
Experience
WBI Investments June 2011 - Present
Rumson-Fair Haven Bank/Trust April 2009 - June 2011
UBS Wealth Management April 2008 - April 2009
Skills
Series 7, Series 63, Mutual Funds, Series 6, Investments, Sales, Securities
Education
Fairfield University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
WBI Investments June 2011 - Present
Rumson-Fair Haven Bank/Trust April 2009 - June 2011
UBS Wealth Management April 2008 - April 2009
Skills
Series 7, Series 63, Mutual Funds, Series 6, Investments, Sales, Securities
Education
Fairfield University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Sean Chambrovich's WBI Investments Experience March 2013 - March 2015
Job Regional Director at SEI
Industry Financial Services
Experience
SEI March 2015 - Present
WBI Investments March 2013 - March 2015
Avionic Instruments November 2011 - March 2013
Miro Consulting May 2011 - November 2011
Skills
Training, Sales Management, Leadership, Program Management, Management, New Business Development, Marketing, Strategic Planning, Sales, Financial Analysis, PowerPoint, Event Planning, Social Networking, Sales Operations, Social Media Marketing, Investments, Microsoft Office, Microsoft Excel
Education
Montclair State University
Bachelor of Arts, History
Montclair State University
Bachelor of Arts (B.A.)
SEI March 2015 - Present
WBI Investments March 2013 - March 2015
Avionic Instruments November 2011 - March 2013
Miro Consulting May 2011 - November 2011
Skills
Training, Sales Management, Leadership, Program Management, Management, New Business Development, Marketing, Strategic Planning, Sales, Financial Analysis, PowerPoint, Event Planning, Social Networking, Sales Operations, Social Media Marketing, Investments, Microsoft Office, Microsoft Excel
Education
Montclair State University
Bachelor of Arts, History
Montclair State University
Bachelor of Arts (B.A.)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY