Wealth Development Strategies, L.P.

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Wealth Development Strategies, L.P. Employees

Employee
Years
Job
Industry
Mariah Celestine Mariah Celestine New York, New York Details
Mariah Celestine's Wealth Development Strategies, L.P. Experience May 2013 - July 2013
Job Global Wealth and Investment Management Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  August 2015 - Present
Management Leadership for Tomorrow  July 2013 - December 2014
Bank of America Merrill Lynch  June 2014 - August 2014
Sponsors for Educational Opportunity  April 2014 - August 2014
Merrill Lynch  October 2013 - April 2014
Wealth Development Strategies, L.P.   May 2013 - July 2013
Fe y Justicia Worker Justice Center   August 2012 - December 2012

Skills
Finance, Research, PowerPoint, Strategic Financial..., Microsoft Excel, Social Media, Financial Modeling, Financial Analysis, Time Management, Economics, Spanish, Data Analysis, Financial Planning, Leadership, Investments, SPSS

Education
Rice University   2011 — 2015
Bachelor of Arts (BA), Mathematical Economic Analysis

Alfred M. Barbe High School   2007 — 2011

Kofo Akosile Kofo Akosile Sugar Land, Texas Details
Kofo Akosile's Wealth Development Strategies, L.P. Experience May 2014 - August 2014
Job Undergraduate Economics student at University of Houston
Industry Financial Services
Experience
Prudential Financial  May 2015 - Present
University of Houston Bauer College of Business  September 2014 - Present
Ameriprise Financial Services, Inc.   December 2014 - May 2015
Midtown Financial Group, LLC   August 2014 - December 2014
Wealth Development Strategies, L.P.   May 2014 - August 2014
Hair Pop   June 2013 - August 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Outlook, Time Management, Sales, Data Analysis, Access, Financial Analysis, Leadership, Analysis

Education
University of Houston   2012 — 2016
Bachelor of Science (BS), Economics

University of Houston
Bachelor of Science (B.Sc.), Economics

Lyndsey York Lyndsey York Houston, Texas Details
Lyndsey York's Wealth Development Strategies, L.P. Experience January 2011 - May 2011
Job Program Coordinator at BP
Industry Oil & Energy
Experience
BP  May 2011 - Present
Wealth Development Strategies, L.P.   January 2011 - May 2011
IMG Financial Group, Inc.   January 2008 - November 2010

Skills
Recruiting, Sourcing, Project Planning, New Hire Orientations, Talent Acquisition, College Recruiting, Applicant Tracking..., Executive Search, Onboarding, Succession Planning, Talent Management, Employee Relations, Technical Recruiting, Human Resources, Employee Benefits, HRIS, Internet Recruiting, Deferred Compensation, Insurance, Resume Writing, Hiring, Marketing, Strategy, Leadership, Management, Program Management

Education
Stephen F. Austin State University   2000 — 2004
Bachelor of Science (B.S.), Fashion Merchandising and Marketing

Cristy Pedersen Cristy Pedersen Houston, Texas Area Details
Cristy Pedersen's Wealth Development Strategies, L.P. Experience August 2014 - Present
Job Financial Planning Specialist at Wealth Development Strategies
Industry Financial Services
Experience
Wealth Development Strategies, L.P.   August 2014 - Present
Uliva & Associates   April 2011 - August 2014
State Farm  November 2009 - April 2011

Skills
MBA, Data Analysis, Financial Statement..., Strategic Financial..., Revenue Analysis, Strategic Planning, Marketing Strategy, Market Analysis, Microsoft Excel, Microsoft Word, Financial Analysis, Communication Skills, Personal Financial..., Technical Writing, Estate Planning, Retirement Planning, Personal Finance, Investments, Asset Management, Finance, Disability Insurance, Creative Writing, Property & Casualty..., Long-term Care, College Savings Plans, College Funding..., Compensation & Benefits..., Retirement Benefits, Marketing, Life Insurance, Social Networking, Sales, Life & Health Insurance..., IRAs, Employee Benefits, Retirement, Long Term Care Insurance, Fixed Annuities, Term Life Insurance, Portfolio Management, Event Planning

Education
University of Houston-Clear Lake   2010 — 2013
Master of Business Administration (MBA), General Studies

Point Loma Nazarene University   2006 — 2008
Bachelor of Science (BS), Journalism

San Jacinto College   2004 — 2005

Devin Rose Senderling Devin Rose Senderling Houston, Texas Details
Devin Rose Senderling's Wealth Development Strategies, L.P. Experience February 2003 - July 2013
Job Director of Marketing & Communications at Wealth Development Strategies, L.P.
Industry Financial Services
Experience
Wealth Development Strategies, L.P.   February 2003 - July 2013
Wealth Development Strategies, L.P.   July 2011 - January 2013

Skills
Social Media Marketing, Strategy, Marketing, Recruiting

Education
University of Houston   2003 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General

Ne Kia Davenport Ne Kia Davenport Houston, Texas Area Details
Ne Kia Davenport's Wealth Development Strategies, L.P. Experience June 2014 - Present
Job Contract Recruiter at NextEra Energy, Inc.
Industry Oil & Energy
Experience
NextEra Energy, Inc.   October 2014 - Present
Wealth Development Strategies, L.P.   June 2014 - Present
Independent Consultant  January 2014 - Present
Audubon Engineering  September 2012 - November 2013
Petro Staff America   November 2011 - September 2012
Brunel  October 2010 - October 2011
The Global Edge Consultants  May 2008 - October 2010
NES Overseas USA, LLC   2003 - 2007
Mary Kay Cosmetics /Senior Consultant  2004 - 2006
Fircroft  June 2001 - February 2003

Skills
Technical Recruiting, Account Management, New Business Development, Oil, Upstream, EPC, Downstream, Executive Search, Budgets, Applicant Tracking..., Career Counseling, Cold Calling, Contract Management, Contract Negotiation, Downstream Oil, Energy, Energy Industry, LNG, Recruiting, Petroleum, Human Resources, Business Development, Talent Acquisition, Training, Petrochemical, Interviews, Oil & Gas Industry, Sourcing, Sales, Pipelines, Onshore, Gas, Screening Resumes, Team Building, Operations Management, Project Control, Employee Benefits, Offshore Drilling, Downstream Oil & Gas, Drilling, Procurement, Start-ups, Negotiation, Permanent Placement, Team Management, Recruitment Advertising, Engineering, Temporary Placement, Oil/Gas, Oil & Gas

Education
Florida Agricultural and Mechanical University
Business Administration and Management

Millard North High School
High School Diploma

Patricia Moore, MBA, CFP® Patricia Moore, MBA, CFP® Houston, Texas Area Details
Patricia Moore, MBA, CFP®'s Wealth Development Strategies, L.P. Experience August 2009 - July 2010
Job Wealth Advisor at Verde Wealth Group, LLC
Industry Financial Services
Experience
Verde Wealth Group, LLC   August 2010 - Present
Wealth Development Strategies, L.P.   August 2009 - July 2010
Patlyn Consulting Group, LLC   January 2006 - August 2009
Compass Bank  June 1994 - December 2005
Oynx Asset Management   May 1990 - May 1994

Skills
Retirement Planning, Estate Planning, Risk Management, Securities, Banking, Wealth Management, Strategic Planning, Asset Management, Small Business, Investments, Asset Allocation, Insurance, Business Planning, Long Term Care, Financial Analysis, Retirement, Investment Advisory, Financial Modeling, Business Strategy, Financial Planning, Series 7, Budgeting, Cash Flow, Tax, Portfolio Management, Financial Reporting, Equities, Employee Benefits

Education
The University of Texas at San Antonio   1992 — 1994
Masters

Texas A&M University   1982 — 1986
Bachelors

Tanya Mata Tanya Mata Houston, Texas Area Details
Tanya Mata's Wealth Development Strategies, L.P. Experience February 2013 - June 2014
Job Case Analysis & Technical Review at Calderwood Financial Strategies
Industry Financial Services
Experience
Calderwood Financial Strategies   February 2015 - Present
Wealth Development Strategies, L.P.   February 2013 - June 2014
Houston Financial Center   October 2000 - February 2008

Skills
Financial Analysis, Morningstar Composites, Cash Flow Forecasting, Strategic Financial..., Portfolio Assessment, Investment Strategies, Microsoft Office, Retirement Planning, Microsoft Excel, Insurance, Finance, Portfolio Management, Asset Management, Wealth Management, Investments, Financial Planning

Education
University of Houston-Downtown   2009 — 2012
Bachelor of Business Administration (BBA), Finance, General/International Finance

John Scheurich John Scheurich Houston, Texas Area Details
John Scheurich's Wealth Development Strategies, L.P. Experience August 2014 - July 2015
Job Property Manager
Industry Real Estate
Experience
Move It Management   July 2015 - Present
Savy Realty & Acquisition Inc.   March 2015 - Present
Wealth Development Strategies, L.P.   August 2014 - July 2015
Wealth Development Strategies, LLC   April 2014 - July 2014
Move It Management   July 2013 - April 2014

Skills
Microsoft Word, Microsoft Office, PowerPoint, Marketing, Customer Service

Education
Oklahoma State University
Bachelor of Science (BS), Economics

Fabiana Flores Fabiana Flores Houston, Texas Area Details
Fabiana Flores's Wealth Development Strategies, L.P. Experience February 2008 - August 2009
Job Sales and Marketing Manager at Houston Dynamic Displays, Freelance Writer
Industry Marketing and Advertising
Experience
National Signs, Ltd.   August 2011 - October 2012
CG Artist Management   August 2009 - August 2011
Wealth Development Strategies, L.P.   February 2008 - August 2009

Skills
Microsoft Office, Event Planning, Outlook, Project Management, Marketing, Sales, Customer Service, Executive Support, Travel Planning, Management, Writing, Conflict Resolution, Time management, Copy Editing, SEO Copywriting, Social Media

Education
University of Southern California   2009 — 2011
Master's degree, Communication Management

University of St. Thomas (TX)   2004 — 2008
Bachelor of Arts (B.A.), Liberal Arts, Communication, Political Science

Jenna Barnes Jenna Barnes Houston, Texas Details
Jenna Barnes's Wealth Development Strategies, L.P. Experience March 2010 - August 2012
Job Executive Assistant at Kickerillo Companies
Industry Public Relations and Communications
Experience
Kickerillo Companies   August 2012 - Present
Wealth Development Strategies, L.P.   March 2010 - August 2012
Kindred Enterprises   March 2008 - March 2010

Education
University of St. Thomas (TX)   2011 — 2013
Liberal Arts, Communications & Marketing

Texas A&M University   2004 — 2007

Scott Blackley Scott Blackley League City, Texas Details
Scott Blackley's Wealth Development Strategies, L.P. Experience December 2011 - Present
Job Senior Vice President at Wealth Development Strategies, L.P.
Industry Financial Services
Experience
Wealth Development Strategies, L.P.   December 2011 - Present
MetLife  January 2009 - December 2011
Self Employeed / Financial Industry   December 2003 - December 2008

Skills
Strategic Planning, Customer Service, Public Speaking, Portfolio Management, Microsoft Office, Due Diligence, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, HTML, Budgets

Education
Angelo State University   1997 — 1999
Bachelor's Degree, Business Administration and Management, General

Babson College
Entrepreneurial, Institute for Entrepreneurial Leadership & Advancement

San Jacinto College
Associate's Degree, Process Technology

University of Pennsylvania - The Wharton School
Advanced Planning Certificate Program, Delivering Solutions for Small Business Owners

Mitchell Karp Mitchell Karp Houston, Texas Area Details
Mitchell Karp's Wealth Development Strategies, L.P. Experience January 1997 - January 2007
Job President, The Karp Financial Planning Group
Industry Investment Management
Experience
The Karp Financial Planning Group, L.L.C.   January 2007 - Present
Wealth Development Strategies, L.P.   January 1997 - January 2007

Skills
Retirement Planning, Asset Allocation, Wealth Management, Strategic Financial..., Securities, Financial Advisory, Financial Services, Finance, FINRA, Mutual Funds, Portfolio Management, Insurance, Series 63, Investment Strategies

Education
Rice University - Jesse H. Jones Graduate School of Business   2000 — 2002

Stephen F. Austin State University   1986 — 1991
Bachelor of Business Administration (BBA), Economics/Finance

Frederick Richards Frederick Richards Houston, Texas Area Details
Frederick Richards's Wealth Development Strategies, L.P. Experience December 2007 - April 2009
Job Client ServicesTalent AcquisitionFull life Cycle Recruiting/HRSalesMarketing
Industry Staffing and Recruiting
Experience
Executive Search Firm  June 2013 - Present
Career Education Corporation  October 2008 - June 2013
Wealth Development Strategies, L.P.   December 2007 - April 2009
Corinthian Colleges  November 2005 - October 2007
Corinthian Colleges Incorporated   October 2005 - November 2006
Southwest Key Program  September 2001 - October 2005

Skills
Hiring, Supervisory Skills, Event Management, Team Leadership, Situational Leadership, Recruiting, Event Planning, Budgets, Employee Relations, Team Building, Human Resources, Staff Development, Marketing, Strategic Planning, Coaching, Teaching, Leadership Development, Career Counseling, Time Management, Management, Sourcing, Training, Interviews, Public Speaking, Public Relations, Budgeting, Recruitment, Employment Management, CRM, Organizational..., CampusVue, Strategy, Temporary Placement, Job Search Strategies, Job Coaching, Resume Writing, Leadership, Enrollment Management, Sales, Executive Search, College Recruiting, Campus, Retaining Customers, Conflict Resolution, Admissions, Employee Training, PeopleSoft, Interview Preparation

Education
American InterContinental University   2010 — 2011
MBA, Project Management

American InterContinental University   2010 — 2011
MBA, Project Management

Tougaloo College   1996 — 2001
Bachelor of Arts Degree, History

Ricardo Mihaly Ricardo Mihaly Houston, Texas Area Details
Ricardo Mihaly's Wealth Development Strategies, L.P. Experience July 2010 - June 2012
Job Case Design Director
Industry Financial Services
Experience
MetLife Premier Client Group of Houston an Office of MetLife   November 2014 - Present
MBM Advisors  July 2012 - 2013
Wealth Development Strategies, L.P.   July 2010 - June 2012
Morgan Stanley Smith Barney  September 2008 - May 2010
Morgan Stanley Smith Barney  July 2007 - September 2008
Woodway Financial Advisors  July 2000 - July 2007
The GMS Group LLC   January 1994 - July 2000

Skills
Wealth Management, Asset Allocation, Mutual Funds, Series 7, Investments, Portfolio Management, Retirement Planning, Finance, Estate Planning, Financial Modeling, Bonds, Wealth Management..., Financial Services, Financial Planners, Wealth, High Net Worth..., Friendly Personality, Financial Planning, Investment Advisory, Comprehensive Wealth..., Cash Flow, Philanthropic Planning, Wealth Transfer Planning, Educational Planning, Needs Analysis, Department Management, Spanish, Bloomberg Terminal, Thompson One, Zephyr Style Advisor, Zephyr Allocation..., Morningstar Principia, Morningstar Office, Investment Research, Series 66

Education
University of Houston   1990 — 1995
BBA, Finance