Wealth Advisory Group
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Wealth Advisory Group Employees
Employee
Years
Job
Industry
Brian A. Sullivan Brian A. Sullivan's Wealth Advisory Group Experience November 2011 - Present
Job Director of Insurance and Estate Planning
Industry Insurance
Experience
Wealth Advisory Group November 2011 - Present
Sullivan and Company LLC January 2000 - Present
Education
Penn State University 1978 — 1982
BS, Accounting
Malvern Prep
Malvern Prep
Wealth Advisory Group November 2011 - Present
Sullivan and Company LLC January 2000 - Present
Education
Penn State University 1978 — 1982
BS, Accounting
Malvern Prep
Malvern Prep
Karen Fritz Karen Fritz's Wealth Advisory Group Experience March 2006 - Present
Job Branch Operations & Compliance Manager at Wealth Advisory Group, Inc.
Industry Financial Services
Experience
Wealth Advisory Group March 2006 - Present
Ameriprise Financial Services, Inc. June 2004 - March 2006
Flory & Associates, PLLC September 2001 - June 2004
Skills
Finance, Investment Advisory, Investments, Securities, Trading, Management, Uniform Combined State..., Series 7
Education
Michigan State University 2000 — 2004
Bachelor of Science (BS), Sociology
Wealth Advisory Group March 2006 - Present
Ameriprise Financial Services, Inc. June 2004 - March 2006
Flory & Associates, PLLC September 2001 - June 2004
Skills
Finance, Investment Advisory, Investments, Securities, Trading, Management, Uniform Combined State..., Series 7
Education
Michigan State University 2000 — 2004
Bachelor of Science (BS), Sociology
Paul Karlitz, CLU, CLTC, LUTCF Paul Karlitz, CLU, CLTC, LUTCF's Wealth Advisory Group Experience February 1996 - February 2007
Job Senior Managing Director at Lenox Advisors, Inc. | Director of Sales West Coast| Wealth Manager | Corporate Benefits
Industry Financial Services
Experience
Lenox Advisors June 2014 - Present
Lenox Advisors, Inc.. February 2007 - Present
Wealth Advisory Group February 1996 - February 2007
Guardian Life Insurance 1995 - 2007
Education
Syracuse University 1989 — 1993
BS, Political Science
Dwight School
Lenox Advisors June 2014 - Present
Lenox Advisors, Inc.. February 2007 - Present
Wealth Advisory Group February 1996 - February 2007
Guardian Life Insurance 1995 - 2007
Education
Syracuse University 1989 — 1993
BS, Political Science
Dwight School
Bobby Trenkle Bobby Trenkle's Wealth Advisory Group Experience February 2010 - November 2010
Job Internal Investment Consultant at PIMCO
Industry Investment Management
Experience
PIMCO November 2010 - Present
Wealth Advisory Group February 2010 - November 2010
Obsidian Financial Group, LLC January 2009 - December 2009
C B Richard Ellis January 2006 - January 2007
Skills
Financial Modeling, Investments, Financial Analysis, Management
Education
Stony Brook University 2004 — 2008
BA, Finance, Economics
University of Stony Brook - School of Business & School of Economics 2004 — 2008
Bachelor of Science, Finance and Economics
Commack High School
PIMCO November 2010 - Present
Wealth Advisory Group February 2010 - November 2010
Obsidian Financial Group, LLC January 2009 - December 2009
C B Richard Ellis January 2006 - January 2007
Skills
Financial Modeling, Investments, Financial Analysis, Management
Education
Stony Brook University 2004 — 2008
BA, Finance, Economics
University of Stony Brook - School of Business & School of Economics 2004 — 2008
Bachelor of Science, Finance and Economics
Commack High School
Holly Wayland Holly Wayland's Wealth Advisory Group Experience June 2010 - Present
Job Long Term Care Specialist at Wealth Advisory Group
Industry Insurance
Experience
Wealth Advisory Group June 2010 - Present
Education
Capital University 1998 — 2002
Bachelors, English Literature
Wealth Advisory Group June 2010 - Present
Education
Capital University 1998 — 2002
Bachelors, English Literature
Alexa Bleifer Alexa Bleifer's Wealth Advisory Group Experience March 1992 - Present
Job Director of Operations at Wealth Advisory Group
Industry Insurance
Experience
Wealth Advisory Group March 1992 - Present
Junior League of Los Angeles June 2012 - June 2013
Junior League of Los Angeles, Inc. June 2008 - June 2010
Skills
Public Speaking, Event Planning, Fundraising, Nonprofits, Leadership, Social Media, Event Management, Strategic Planning, Program Development, Community Outreach, Volunteer Management, Marketing, Public Relations, Management
Education
University of California, San Diego 1988 — 1991
Bachelor’s Degree, Sociology
Wealth Advisory Group March 1992 - Present
Junior League of Los Angeles June 2012 - June 2013
Junior League of Los Angeles, Inc. June 2008 - June 2010
Skills
Public Speaking, Event Planning, Fundraising, Nonprofits, Leadership, Social Media, Event Management, Strategic Planning, Program Development, Community Outreach, Volunteer Management, Marketing, Public Relations, Management
Education
University of California, San Diego 1988 — 1991
Bachelor’s Degree, Sociology
Jennifer Kopka Jennifer Kopka's Wealth Advisory Group Experience January 2007 - June 2009
Job Financial Freedom
Industry Financial Services
Experience
Financial Freedom August 2015 - Present
Financial Freedom August 2014 - Present
Seton Healthcare Family October 2012 - July 2014
Randstad Work Solutions September 2011 - April 2012
Seton Healthcare Family July 2012 - 2012
Xerox June 2009 - July 2011
Bank of America September 2009 - January 2010
Wealth Advisory Group January 2007 - June 2009
Benchmark Home Loans / Davis Financial Group November 2004 - January 2007
U.S. Army November 2001 - November 2003
Skills
Microsoft Office, QuickBooks, ACT!, Seibel, MSP430, LPS, Maestro, WebEx, WPII, Outstanding time..., Highly Detailed, Work Well Independently, Expert Communicator, Process Improvement, Best Practices, Computer Proficiency, Investigation, Forensic Accounting, Finance, Auditing, Banking, Time Management
Education
Baker College Business and Corporate Services 2008 — 2012
BA, Finance
University of Michigan 2006 — 2008
Business Administration
Financial Freedom August 2015 - Present
Financial Freedom August 2014 - Present
Seton Healthcare Family October 2012 - July 2014
Randstad Work Solutions September 2011 - April 2012
Seton Healthcare Family July 2012 - 2012
Xerox June 2009 - July 2011
Bank of America September 2009 - January 2010
Wealth Advisory Group January 2007 - June 2009
Benchmark Home Loans / Davis Financial Group November 2004 - January 2007
U.S. Army November 2001 - November 2003
Skills
Microsoft Office, QuickBooks, ACT!, Seibel, MSP430, LPS, Maestro, WebEx, WPII, Outstanding time..., Highly Detailed, Work Well Independently, Expert Communicator, Process Improvement, Best Practices, Computer Proficiency, Investigation, Forensic Accounting, Finance, Auditing, Banking, Time Management
Education
Baker College Business and Corporate Services 2008 — 2012
BA, Finance
University of Michigan 2006 — 2008
Business Administration
Richard Craft, CFP®, ChFC®'s Wealth Advisory Group Experience June 2009 - August 2012
Job Paraplanner at Academy Financial, Inc
Industry Financial Services
Experience
Academy Financial, Inc. April 2014 - Present
M&T Bank February 2013 - April 2014
Vanguard October 2012 - January 2013
Wealth Advisory Group June 2009 - August 2012
Karr Barth Associates June 2011 - August 2011
Churchill Properties July 2010 - August 2010
Vector Marketing May 2007 - June 2010
Skills
Finance, Investments, Microsoft Excel, Marketing, Management, Microsoft Word, Spanish, Microsoft Office, Analysis, Research, Public Speaking, Bartending, Sales, PowerPoint, Accounting, Social Media, eMoney Software, Retail Banking, Outlook, Mortgage Lending, Life Insurance, Home Equity Lines of..., Customer Service, Banking, Portfolio Management, Financial Analysis, Strategic Financial..., Project Management, Social Networking, Facebook, Risk Management, Retirement Planning, Sales Management, Securities, Data Analysis, Wealth Management
Education
College for Financial Planning 2015 — 2017
Master’s Degree, Personal Financial Planning
The American College 2015 — 2015
ChFC, Financial Planning and Services
Dickinson College 2008 — 2012
Bachelor of Arts, International Business & Management, Economics
Universitat Autònoma de Barcelona 2010 — 2010
International Business
Episcopal Academy 1994 — 2008
Academy Financial, Inc. April 2014 - Present
M&T Bank February 2013 - April 2014
Vanguard October 2012 - January 2013
Wealth Advisory Group June 2009 - August 2012
Karr Barth Associates June 2011 - August 2011
Churchill Properties July 2010 - August 2010
Vector Marketing May 2007 - June 2010
Skills
Finance, Investments, Microsoft Excel, Marketing, Management, Microsoft Word, Spanish, Microsoft Office, Analysis, Research, Public Speaking, Bartending, Sales, PowerPoint, Accounting, Social Media, eMoney Software, Retail Banking, Outlook, Mortgage Lending, Life Insurance, Home Equity Lines of..., Customer Service, Banking, Portfolio Management, Financial Analysis, Strategic Financial..., Project Management, Social Networking, Facebook, Risk Management, Retirement Planning, Sales Management, Securities, Data Analysis, Wealth Management
Education
College for Financial Planning 2015 — 2017
Master’s Degree, Personal Financial Planning
The American College 2015 — 2015
ChFC, Financial Planning and Services
Dickinson College 2008 — 2012
Bachelor of Arts, International Business & Management, Economics
Universitat Autònoma de Barcelona 2010 — 2010
International Business
Episcopal Academy 1994 — 2008
Jamie Alworden Jamie Alworden's Wealth Advisory Group Experience May 2012 - Present
Job Wealth Advisory Group
Industry Financial Services
Experience
Wealth Advisory Group May 2012 - Present
Jack Breslin Student Events Center October 2010 - May 2014
Best Buy June 2011 - May 2012
BP Gas Station August 2009 - August 2010
Skills
Time Management, Microsoft Word, Microsoft Office
Education
Michigan State University 2010 — 2014
Finance/Hospitality Business Real Estate and Development
Eli Broad Business College
Bay de Noc Community College
General Studies
Gladstone High School 2006 — 2009
Wealth Advisory Group May 2012 - Present
Jack Breslin Student Events Center October 2010 - May 2014
Best Buy June 2011 - May 2012
BP Gas Station August 2009 - August 2010
Skills
Time Management, Microsoft Word, Microsoft Office
Education
Michigan State University 2010 — 2014
Finance/Hospitality Business Real Estate and Development
Eli Broad Business College
Bay de Noc Community College
General Studies
Gladstone High School 2006 — 2009
Riyad Mohammed FA's Wealth Advisory Group Experience January 2014 — Present
Job Mortgage Agent/Syndicated Mortgage Specialist
Industry Financial Services
Experience
Wealth Advisory Group January 2014 — Present
FDS Broker Services Inc. September 2010 — Present
Global Financial Software Corp March 2002 — Present
Global Intelligence Corp January 1990 — Present
Global Intelligence Corp (GIC) January 1990 — Present
Skills
Financial Planning, Retirement Income..., Wealth Preservation..., Investments, Estate Planning, Insurance, Wealth Management, Investment Strategies, Small Business, Business Planning, New Business Development, Retirement Planning, Financial Advisory, Financial Planners, Investment Advisory, Disability Insurance, Portfolio Management, Alternative Investments, Financial Services, Life Insurance, Strategic Financial..., Management, Banking, Wealth, Mortgage Lending, Retirement, Credit, Finance, Employee Benefits, Loans, Personal Finance, Mutual Funds, Business, Critical Illness, Asset Management, Business Development, Fixed Annuities, Capital Markets, Securities, Long-term Care, Funding, Wealth Accumulation, Executive Management, Mergers & Acquisitions, Asset Allocation, Marketing, Risk Management, Relationship Management, Venture Capital, Term Life Insurance
Education
Centennial College 1982 — 1985
Business Diploma, Business Administration/Marketing Management
Great Lakes College of Canada 1981 — 1982
Private High School, High School Honours Diploma
St Stephens College 1974 — 1979
High School, Business Management
Wealth Advisory Group January 2014 — Present
FDS Broker Services Inc. September 2010 — Present
Global Financial Software Corp March 2002 — Present
Global Intelligence Corp January 1990 — Present
Global Intelligence Corp (GIC) January 1990 — Present
Skills
Financial Planning, Retirement Income..., Wealth Preservation..., Investments, Estate Planning, Insurance, Wealth Management, Investment Strategies, Small Business, Business Planning, New Business Development, Retirement Planning, Financial Advisory, Financial Planners, Investment Advisory, Disability Insurance, Portfolio Management, Alternative Investments, Financial Services, Life Insurance, Strategic Financial..., Management, Banking, Wealth, Mortgage Lending, Retirement, Credit, Finance, Employee Benefits, Loans, Personal Finance, Mutual Funds, Business, Critical Illness, Asset Management, Business Development, Fixed Annuities, Capital Markets, Securities, Long-term Care, Funding, Wealth Accumulation, Executive Management, Mergers & Acquisitions, Asset Allocation, Marketing, Risk Management, Relationship Management, Venture Capital, Term Life Insurance
Education
Centennial College 1982 — 1985
Business Diploma, Business Administration/Marketing Management
Great Lakes College of Canada 1981 — 1982
Private High School, High School Honours Diploma
St Stephens College 1974 — 1979
High School, Business Management
Ari Greenman, ChFC®'s Wealth Advisory Group Experience 2002 - 2007
Job
Industry Financial Services
Experience
Lenox Advisors 2007 - Present
Wealth Advisory Group 2002 - 2007
Datamonitor 1997 - 2001
Education
University of Pennsylvania 1993 — 1997
BA
The American College 2009 — 2011
Chartered Financial Consultant
Lenox Advisors 2007 - Present
Wealth Advisory Group 2002 - 2007
Datamonitor 1997 - 2001
Education
University of Pennsylvania 1993 — 1997
BA
The American College 2009 — 2011
Chartered Financial Consultant
Steve Silverberg's Wealth Advisory Group Experience 2009 - 2011
Job Vice President Commercial Real Estate at Customers Bank
Industry Real Estate
Experience
Customers Bank April 2013 - Present
JPMorgan Chase September 2011 - April 2013
WEALTH ADVISORY GROUP 2009 - 2011
WINTER & COMPANY 2007 - 2009
PRODIGIOUS CAPITAL GROUP 2005 - 2007
COMMODORE CAPITAL PARTNERS 2004 - 2005
NORTHMARQ CAPITAL (Formerly Legg Mason Real Estate Services) 1999 - 2004
PERGOLIS SWARTZ ASSOCIATES, INC 1998 - 1999
KORMA TEXTILE CORP 1986 - 1997
ROVI PROPERTIES CORPORATION 1984 - 1985
Skills
Real Estate Economics, Asset Managment, Investments, Real Estate, Financial Modeling, Loans, Credit, Asset Management, Strategic Planning, Securities, Structured Finance, Finance, Financial Structuring, Process Improvement, Banking, Investment Properties, Leadership, Loan Origination, Financial Services, Valuation, Management, Real Estate Development, Commercial Mortgages, Real Estate Financing, Mortgage Lending, Commercial Real Estate, Investors, Portfolio Management, Due Diligence, Underwriting, Credit Analysis, Insurance, Brokerage, Commercial Lending, Financial Analysis, Negotiation, CMBS, Funding, Foreclosures, Residential Mortgages, Refinance, Mortgage Banking, Real Estate Transactions, Loss Mitigation, Small Business Lending, Property, Loan Servicing, Mortgage Servicing, Commercial Banking, Disposition
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1979 — 1982
JD
Wharton School, University of Pennsylvania 1975 — 1979
B.S. Economics, Personnel Administration and Labor Relations and Organizational Design
John F. Kennedy High School 1971 — 1975
Customers Bank April 2013 - Present
JPMorgan Chase September 2011 - April 2013
WEALTH ADVISORY GROUP 2009 - 2011
WINTER & COMPANY 2007 - 2009
PRODIGIOUS CAPITAL GROUP 2005 - 2007
COMMODORE CAPITAL PARTNERS 2004 - 2005
NORTHMARQ CAPITAL (Formerly Legg Mason Real Estate Services) 1999 - 2004
PERGOLIS SWARTZ ASSOCIATES, INC 1998 - 1999
KORMA TEXTILE CORP 1986 - 1997
ROVI PROPERTIES CORPORATION 1984 - 1985
Skills
Real Estate Economics, Asset Managment, Investments, Real Estate, Financial Modeling, Loans, Credit, Asset Management, Strategic Planning, Securities, Structured Finance, Finance, Financial Structuring, Process Improvement, Banking, Investment Properties, Leadership, Loan Origination, Financial Services, Valuation, Management, Real Estate Development, Commercial Mortgages, Real Estate Financing, Mortgage Lending, Commercial Real Estate, Investors, Portfolio Management, Due Diligence, Underwriting, Credit Analysis, Insurance, Brokerage, Commercial Lending, Financial Analysis, Negotiation, CMBS, Funding, Foreclosures, Residential Mortgages, Refinance, Mortgage Banking, Real Estate Transactions, Loss Mitigation, Small Business Lending, Property, Loan Servicing, Mortgage Servicing, Commercial Banking, Disposition
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1979 — 1982
JD
Wharton School, University of Pennsylvania 1975 — 1979
B.S. Economics, Personnel Administration and Labor Relations and Organizational Design
John F. Kennedy High School 1971 — 1975
Andrew Lane's Wealth Advisory Group Experience March 2009 - October 2010
Job Manager at PricewaterhouseCoopers (PwC), Advisory
Industry Management Consulting
Experience
PwC October 2010 - Present
Wealth Advisory Group March 2009 - October 2010
Lehman Brothers July 2006 - October 2008
Skills
Bloomberg, Financial Analysis, Finance, Capital Markets, Strategy, Business Analysis, Banking, Risk Management, Financial Services
Education
Colgate University 2002 — 2006
Bachelor of Arts (B.A.), Economics
PwC October 2010 - Present
Wealth Advisory Group March 2009 - October 2010
Lehman Brothers July 2006 - October 2008
Skills
Bloomberg, Financial Analysis, Finance, Capital Markets, Strategy, Business Analysis, Banking, Risk Management, Financial Services
Education
Colgate University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Steven Engelman's Wealth Advisory Group Experience January 2009 - March 2010
Job Brokerage Director Lee, Nolan and Koroghlian LLC
Industry Insurance
Experience
Lee, Nolan & Koroghlian, LLC March 2015 - Present
Primary Financial Inc July 2013 - January 2015
Financial Marketing Partners May 2010 - May 2013
Wealth Advisory Group January 2009 - March 2010
SDL Brokerage Inc June 1999 - October 2008
Luxco and Associates January 1993 - July 1997
NCA Inc 1988 - 1992
New Confidence Agency 1980 - 1988
Skills
Disability Insurance, Estate Planning, Fixed Annuities, Long-term Care, Insurance, Retirement Planning, Term Life Insurance, Life Insurance, Universal Life, Retirement, Employee Benefits, Underwriting, Whole Life, Health Insurance, Long Term Care Insurance, Wealth, Critical Illness
Education
City University of New York-Queens College 1973 — 1978
Bachelor's degree, Accounting
Lee, Nolan & Koroghlian, LLC March 2015 - Present
Primary Financial Inc July 2013 - January 2015
Financial Marketing Partners May 2010 - May 2013
Wealth Advisory Group January 2009 - March 2010
SDL Brokerage Inc June 1999 - October 2008
Luxco and Associates January 1993 - July 1997
NCA Inc 1988 - 1992
New Confidence Agency 1980 - 1988
Skills
Disability Insurance, Estate Planning, Fixed Annuities, Long-term Care, Insurance, Retirement Planning, Term Life Insurance, Life Insurance, Universal Life, Retirement, Employee Benefits, Underwriting, Whole Life, Health Insurance, Long Term Care Insurance, Wealth, Critical Illness
Education
City University of New York-Queens College 1973 — 1978
Bachelor's degree, Accounting
Janice Benenson's Wealth Advisory Group Experience February 1995 - June 2002
Job Chief Operating Officer at Heritage Financial Consultants LLC
Industry Financial Services
Experience
Heritage Financial Consultants LLC June 2010 - May 2015
Heritage Financial Consultants, LLC March 2003 - June 2010
Wealth Advisory Group February 1995 - June 2002
Skills
Customer Service, Risk Management, Finance, Change Management, Microsoft Word, Insurance, Performance Management, Management, QuickBooks, Payroll, Outlook, Event Planning
Education
City University of New York-Queens College 1961 — 1965
Bachelor of Arts (B.A.), Political Science
University of Missouri-Columbia
Master of Arts (M.A.), Speech Communication and Rhetoric
Heritage Financial Consultants LLC June 2010 - May 2015
Heritage Financial Consultants, LLC March 2003 - June 2010
Wealth Advisory Group February 1995 - June 2002
Skills
Customer Service, Risk Management, Finance, Change Management, Microsoft Word, Insurance, Performance Management, Management, QuickBooks, Payroll, Outlook, Event Planning
Education
City University of New York-Queens College 1961 — 1965
Bachelor of Arts (B.A.), Political Science
University of Missouri-Columbia
Master of Arts (M.A.), Speech Communication and Rhetoric
Jeff Yoakum's Wealth Advisory Group Experience 2007 - August 2012
Job Managing Director at Pacific Wealth Advisors, LLC
Industry Financial Services
Experience
Pacific Wealth Advisors, LLC September 2013 - Present
Abunda Financial September 2012 - November 2013
Wealth Advisory Group 2007 - August 2012
Mellon Private Wealth Management 2005 - 2006
Northern Trust 2000 - 2005
Skills
Investments, Retirement, Holistic Financial..., Estate Planning, Wealth Management, Investment Advisory, Strategic Financial..., Retirement Planning, Investment Strategies, Asset Allocation, Mutual Funds, High Net Worth..., Wealth Management..., Portfolio Management
Education
San Francisco State University
Baccalaureate, Business
Pacific Wealth Advisors, LLC September 2013 - Present
Abunda Financial September 2012 - November 2013
Wealth Advisory Group 2007 - August 2012
Mellon Private Wealth Management 2005 - 2006
Northern Trust 2000 - 2005
Skills
Investments, Retirement, Holistic Financial..., Estate Planning, Wealth Management, Investment Advisory, Strategic Financial..., Retirement Planning, Investment Strategies, Asset Allocation, Mutual Funds, High Net Worth..., Wealth Management..., Portfolio Management
Education
San Francisco State University
Baccalaureate, Business
Stephen Seligman's Wealth Advisory Group Experience 2000 - 2007
Job Senior Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors January 2010 - Present
Lenox Advisors July 2007 - Present
Wealth Advisory Group 2000 - 2007
Skills
Retirement Planning, Wealth Management, Asset Management, Investments, Estate Planning, Insurance, Securities, Employee Benefits, Small Business, Risk Management, Finance, Asset Allocation, Private Equity
Education
Ithaca College 1988 — 1992
Lenox Advisors January 2010 - Present
Lenox Advisors July 2007 - Present
Wealth Advisory Group 2000 - 2007
Skills
Retirement Planning, Wealth Management, Asset Management, Investments, Estate Planning, Insurance, Securities, Employee Benefits, Small Business, Risk Management, Finance, Asset Allocation, Private Equity
Education
Ithaca College 1988 — 1992
Russell Rolnick CFP, CLU, ChFC's Wealth Advisory Group Experience February 1993 - January 2008
Job Managing Director at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors January 2014 - Present
Lenox Advisors January 2008 - December 2013
Wealth Advisory Group February 1993 - January 2008
Skills
Retirement Planning, Wealth Management, Investments, Estate Planning, Securities, Risk Management, Asset Allocation, Finance, Asset Management, Business Strategy
Education
Pace University 1978 — 2002
BBA, Public Accounting
Lenox Advisors January 2014 - Present
Lenox Advisors January 2008 - December 2013
Wealth Advisory Group February 1993 - January 2008
Skills
Retirement Planning, Wealth Management, Investments, Estate Planning, Securities, Risk Management, Asset Allocation, Finance, Asset Management, Business Strategy
Education
Pace University 1978 — 2002
BBA, Public Accounting
Robert Wayland's Wealth Advisory Group Experience March 1983 - Present
Job president at Wealth Advisory Group
Industry Financial Services
Experience
Wealth Advisory Group March 1983 - Present
Paramount Financial Group July 1980 - February 1983
Connecticut General Life Insurance September 1975 - June 1980
Education
Bowling Green State University 1966 — 1970
Bachelor of Business Administration (BBA), Distributive Education
Xavier University
Master's degree
Wealth Advisory Group March 1983 - Present
Paramount Financial Group July 1980 - February 1983
Connecticut General Life Insurance September 1975 - June 1980
Education
Bowling Green State University 1966 — 1970
Bachelor of Business Administration (BBA), Distributive Education
Xavier University
Master's degree
Pamela Cespedes's Wealth Advisory Group Experience June 2010 - August 2010
Job Head of US Roadshow Coordination and Settlements at Carnegie Investment Bank
Industry Financial Services
Experience
Carnegie Investment Bank June 2011 - Present
Wealth Advisory Group June 2010 - August 2010
Skills
Event Planning
Education
Marist College 2007 — 2011
Bachelor of Science in Business Administration, Finance, Economics
Carnegie Investment Bank June 2011 - Present
Wealth Advisory Group June 2010 - August 2010
Skills
Event Planning
Education
Marist College 2007 — 2011
Bachelor of Science in Business Administration, Finance, Economics
Shaya Bondar's Wealth Advisory Group Experience October 2010 - Present
Job Financial Representative at Wealth Advisory Group
Industry Financial Services
Experience
Wealth Advisory Group October 2010 - Present
Vanity Events, Inc. October 2009 - September 2010
Skills
Microsoft Excel
Education
The Johns Hopkins University - Carey Business School
Master of Business Administration (M.B.A.)
The Johns Hopkins University - Carey Business School
Wealth Advisory Group October 2010 - Present
Vanity Events, Inc. October 2009 - September 2010
Skills
Microsoft Excel
Education
The Johns Hopkins University - Carey Business School
Master of Business Administration (M.B.A.)
The Johns Hopkins University - Carey Business School