Wealth Management
Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services offered by a complex mix of asset managers, custodial banks, retail banks, financial planners and others.
Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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45 Wealth Management employees in database. Find out everything there's to know about Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wealth Management Employees
Wealth Management April 2010 - Present
Lamson Dugan & Murray, LLP November 2005 - April 2010
Reinsch Slattery Bear & Minahan PC 2001 - November 2005
Skills
Legal Writing, Corporate Law
Education
College of St. Mary, Omaha, Nebraska 2002 — 2005
Bachelor of Arts (BA), Paralegal Studies; Minor in Business, Magna Cum Laude
University of Iowa
Tennessee Department of Environment and Conservation August 2015 - Present
Wealth Management January 2013 - Present
Shows, Dearman & Waits, Inc. 2009 - 2012
Regions Financial Corporation 2007 - 2009
Skills
Access, Banking, Outlook, Spreadsheets, Finance, Account Reconciliation, Accounts Receivable, Microsoft Excel, Payroll, Microsoft Office
Education
University of West Florida 2005 — 2006
Master of Business Administration (MBA)
Christopher Newport University 2001 — 2004
Bachelor of Business Administration (BBA), Finance, General
Wealth Management February 2014 - Present
Cantor Fitzgerald January 2010 - February 2014
Midwood Medical January 2005 - January 2010
Instinet/Reuters January 2000 - April 2004
Skills
FX, Options, Equities, Investments, Institutional, Electronic Trading, FX Options, Trading, Bonds, Equity Trading, Investment Management, Trading Systems, Series 63, Securities, Hedge Funds, Series 7, Bloomberg
Education
Skidmore College 1994 — 1998
BS, Biochemistry
Berkeley Carroll 1991 — 1994
Reynolds Junior High School 1988 — 1991
Wealth Management September 2014 - Present
Bryant University September 2010 - May 2014
LB3 Lacrosse 2014 - 2014
New Britain Rock Cats Baseball Club May 2013 - August 2013
Bryant University January 2013 - May 2013
Quickcomm June 2012 - August 2012
Quickcomm 2012 - 2012
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Photoshop, Sports, Organization, Dependable Team Player, Social Media, Marketing, Advertising, Time Management, Event Management, Social Media Marketing, Social Networking, Microsoft Office, Teamwork
Education
Bryant University 2008 — 2014
Bachelor's Degree, Marketing
Newtown High School 2006 — 2010
High School
Great Western Bank April 2014 - Present
Dakota Body Testing January 2009 - January 2014
Wealth Management October 1993 - December 2008
Skills
Investments, Financial Analysis, Business Strategy, Portfolio Management, Equities, Financial Modeling, Fixed Income, Mutual Funds
Education
University of Maryland College Park 1985 — 1989
Bachelor of Science, Marketing
Series 7, 66 and Life Insurance
Lab Support, a division of On Assignment January 2014 - Present
Wealth-Management July 2013 - November 2013
Masimo Corporation July 2012 - July 2013
Harbor UCLA Junior Guild February 2010 - June 2012
Los Angeles Biomedical Research Institute July 2010 - December 2011
Saint Mary's Hospital August 2006 - May 2007
Saint Mary's Hospital June 2006 - September 2006
Skills
Medical Devices, Molecular Biology, Project Management, Biotechnology, Microsoft Office, Business Strategy, Public Speaking, Presentations, Medical Terminology, Healthcare, Business Development, Due Diligence, Benefit Cost Analysis, Marketing Strategy, Lifesciences, Screening Resumes, Scientific Analysis, Scientific Writing, Research, Lead Generation, Opportunity..., Cold Calling, Sales, Recruiting, Pharmaceutics, Client Relationships..., New Business Development, Conducting Interviews, Deal Execution, Contract Negotiation, Project Planning, Talent Acquisition, Sales Prospecting, Qualifying Prospects, Life Sciences
Education
University of California, Los Angeles
Bachelor of Science (B.S.), Molecular, Cell, and Developmental Biology
J.P. Morgan July 2013 - Present
Wealth Management 2005 - 2013
Family Office 2003 - 2005
Russian Investment Bank 1998 - 2003
Deloitte 1993 - 1996
Skills
Investments, Retirement, Wealth Management, Investment Advisory, Portfolio Management, Asset Allocation, Asset Managment, Strategic Financial..., Private Banking, Asset Management, Financial Planning, Retirement Planning, Retirement Income..., Series 24, Series 55, Series 63, Series 65, Series 7
Education
The University of Texas at Austin - The Red McCombs School of Business 1990 — 1994
Bachelor of Business Administration, Accounting
Wealth Management May 2013 - Present
Frost Bank April 2005 - May 2013
Frost Bank April 2005 - May 2013
The Laredo National Bank January 2001 - December 2004
Skills
Business Strategy, Financial Analysis, Strategic Planning, Negotiation, Financial Markets, Trading, Banking, Investment Banking, Private Placements, Customer Service, Strategic Partnerships, Equities, Mezzanine, Economics, Management Consulting, Alternative Investments, Real Estate, Valuation, International Business
Education
ITAM 2001 — 2004
Master of Business Administration (MBA), International Finance
UNAM 1991 — 1994
RELACIONES INTERNACIONALES, FINANZAS INTERNACIONALES
Wealth Management September 2013 - Present
Skills
Private Banking, Wealth Management, Financial Analysis, Commercial Lending, Finance, Financial Advisory, Investments, CRM, Leadership, Investment Advisory, Retirement Planning, Management, Asset Allocation, Relationship Management, Portfolio Management, Investment Strategies, Wealth, Series 7, Financial Planning
Education
DePaul University 2006 — 2007
Financial Planning Certificate, Financial Planning
Elmhurst College MBA
Series 7 and 66
University of Illinois at Chicago
United Capital Financial Life Management January 2014 - Present
Girard Securities January 2014 - Present
Wealth Management September 2006 - April 2013
PwC October 1999 - September 2006
Individual Taxation February 1997 - October 1999
Skills
Financial Analysis, Financial Services, Investments, Fiduciary, Compliance, Data Analysis, Project Management, Process Improvement, Relationship Management, Building Relationships, Organizational..., Close Attention to..., Multi Tasking, Dependable Team Player, Team Leadership, Self-driven, Work Well Independently, Financial Planning, Wealth Management, Tax
Education
University of Georgia - Terry College of Business 2012 — 2014
Robert Morris University 1998 — 2000
Advanced Certification, Accounting and Finance
Slippery Rock University of Pennsylvania 1989 — 1993
Bachelor of Arts (BA)
Pine Richland High School
Wealth Management September 2013 - Present
Seton Hill University 2014 - 2014
Seton Hill University 2014 - 2014
Seton Hill University 2014 - 2014
PNC 2012 - 2013
PNC 1998 - 2013
PNC Financial Services May 2010 - June 2012
ISDA 2011 - 2011
Skills
Banking, Process Improvement, Data Analysis, Program Management, Leadership, Change Management, Project Management, PeopleSoft, Analysis, Customer Service, Strategic Planning, Microsoft Excel, Six Sigma, Team Building, Microsoft Office, Management, Operations Management, PowerPoint, Cross-functional Team..., Coaching
Education
Seton Hill University
Master of Business Administration (M.B.A.), BA, Business / Marketing / Management
Sewickley
Wealth Management June 1992 - Present
Skills
Retirement, Retirement Planning, Estate Planning, Series 7, Investments, Mutual Funds, Strategic Financial..., Portfolio Management, Mortgage Lending, Wealth Management, Loans, Asset Allocation, Public Speaking, Small Business, Banking
Education
University of California, Berkeley 1975 — 1977
AB, Political Science
De Anza College 1973 — 1975
AA, Political Science
Homestead
University of New Mexico Hospital November 2013 - Present
Albuquerque Urban Enhancement Trust Fund October 2012 - Present
Kirtland Air Force Base July 2010 - Present
Anderson Abruzzo International Balloon Museum Foundation September 2012 - September 2015
Wealth Management October 2011 - February 2014
Albuquerque Museum of Art and History October 2007 - July 2012
Glidden Financial Services January 2009 - October 2011
High Desert Forge September 2000 - December 2008
Lovelace Sandia Health System August 1991 - September 2000
Ethicon June 1988 - June 1991
Skills
Personal Counselling, Organizational..., Executive Coaching, Public Speaking, Retirement Planning, Small Business, Leadership Development, Investments, Conflict Resolution, Policy, Entrepreneurship, Finance, Leadership, Business Strategy, Fundraising, Real Estate, Customer Service, Self-esteem, Social Networking, Business Planning, Administration, Management, Contract Negotiation, Negotiation, Personal Development, Management Consulting, Business Development, New Business Development, Training, Sales, Retirement, Budgets, Employee Benefits
Education
Montclair State University 1973 — 1974
MA, Sociology
Upsala College 1970 — 1973
BA, English
Self-Employed February 2010 - Present
Wealth Management December 2004 - Present
The Giving Tree NW 2015 - 2015
The Hoffman Group November 2011 - January 2012
Netbiz.com August 2011 - November 2011
Skills
Graphic Design, Social Media Marketing, Creative Direction, Photography, Advertising, Event Planning, Web Design, Adobe Creative Suite, Website Development, Facebook, Web Analytics, WordPress, Marketing Strategy, Microsoft Office, Microsoft Excel, Social Networking, Public Relations, Public Speaking, Illustrator, InDesign, Logo Design, Digital Marketing, Photoshop, Writing, Computer Hardware, Apple Software, PowerPoint, Administration, iWork, Word, Excel, Keynote, Pages, Numbers, Drawing, Online Marketing, Email Marketing, Research, Project Management, Event Management, Operations Management, Non-profit Leadership, Philanthropy, Leadership
Education
Portland State University 2007 — 2011
Bachelor's of Arts, Social Science
Portland Community College 2004 — 2006
N/A, Health
North Marion High School 2002 — 2005
High School Diploma
Wealth Management August 2013 - Present
Surprise Enterprise INC April 2001 - April 2013
Skills
Social Media, Marketing, Social Media Marketing, Team Building, Finance, Retirement, Customer Service, Management, Strategic Planning, Sales, Leadership, Retirement Planning, Mutual Funds, Employee Benefits, Life Insurance, Buy-sell Agreements, Estate Planning, Asset preserver
Education
NYIT, MBA 1998 — 2000
Master of Business Administration (M.B.A.), Management Information Systems, General
NYLIC University
New York State License, Life, Health, Series 6
Wealth Management April 2014 - Present
O'Brien Service Company February 2014 - April 2014
Lawson & Watson July 2005 - December 2013
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Project Management, Microsoft Excel, Social Media, Event Planning, Time Management, Management, Teamwork, Administrative..., Outlook, Filing, Office Equipment, Appointment Scheduling, Data Entry
Education
Miller-Motte College-Wilmington 2015 — 2016
Electronic Medical Records & Medical Billing and Coding, Electronic Medical Records
Cape Fear Community College
Guilford College
Botensten Properties International March 2015 - Present
Fairfield University September 2012 - Present
Wealth Management October 2012 - November 2014
Laidlaw & Company February 2012 - September 2012
Apicella, Testa & Co March 2010 - March 2012
Walt Disney World July 2009 - January 2010
Skills
Microsoft Office, Customer Service, Time Management, Microsoft Excel, QuickBooks, Access, Microsoft Word, Financial Analysis, Outlook, PowerPoint, Finance, Social Media, Teamwork, Leadership, Program Management, Data Analysis, Public Speaking, Research, Event Planning, Analysis, Accounting, Real Estate
Education
Fairfield University
Finance and Financial Management Services
Connecticut Culinary Institute 2008 — 2010
Culinary Arts
Trumbull High School 2004 — 2008
High School Diploma, College Prep.
School of Visual Arts 2007 — 2007
Pre- college, Graphic Design
DEX Imaging September 2015 - Present
UBS July 2013 - September 2015
Wealth Management July 2013 - July 2014
Longwood Cricket Club June 2008 - July 2013
Eckerd College January 2013 - February 2013
Longwood Cricket Club June 2008 - 2013
Harvard Medical School January 2011 - January 2012
Skills
Teamwork, Leadership, Management, Editing, Microsoft Office, Administrative Work, Time Management, Highly detail oriented, Microsoft Word, Communication, Microsoft Excel, Marketing, PowerPoint, Analysis, Social Networking, Administration, Organization, Multi Tasking, Project Management, Client Relations, Client Services, Customer Service, Research, Finance, Series 7
Education
Eckerd College 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
Finance April 2013 - Present
Wealth Management May 2012 - August 2012
Skills
Series 7, Strategic Financial..., Retirement Planning, Investments, Life Insurance, Financial Analysis, Bonds, Portfolio Management, Finance, Equities, Mutual Funds, Insurance, Securities, Wealth Management, Investment Strategies, Asset Allocation, Employee Benefits, 401k, Leadership, Retirement, Fixed Annuities, Financial Planning
Education
Avila University 2008 — 2012
Bachelor of Science (B.S.), Finance
wealth management June 2014 - Present
MNP March 2013 - April 2014
MNP May 2011 - June 2012
Dr. Mark Rykiss June 1994 - May 2011
Trinity Homes Ltd. 2003 - 2006
Rumor's Restaurant and Comedy Club 1991 - 1995
Skills
Business Planning, Small Business, Business Strategy, Management Consulting, Strategic Planning, Coaching, Leadership Development, Marketing Strategy, Public Speaking, Program Management, Microsoft Office, Budgets, Customer Service
Education
University of Manitoba 1987 — 1992
Arts
Grant Park High School 1981 — 1986
Wealth Management August 2009 - Present
Merrill Lynch July 2008 - August 2009
Smith Barney August 2005 - July 2008
Capital Blue Cross January 2002 - August 2005
Education
Messiah College 1997 — 2001
BS, Marketing
Vanguard August 2015 - Present
Wealth Management June 2014 - Present
Acrobat Outsourcing August 2013 - January 2014
JSB Development June 2013 - August 2013
The Home Depot February 2011 - June 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Sales, Leadership, Market Research
Education
San Diego State University-California State University 2011 — 2015
Finance and Management
John Cabot University 2014 — 2014
International Finance
Buffalo Valley Grains August 2010 - Present
Wealth Management January 2008 - April 2010
Zomax March 2000 - April 2005
Skills
Customer Service, Business Strategy, New Business Development, Internet Business..., Sales Management, Sales, Budget, Spanish-English, Research, Teaching, Direct Sales, Web Design, Strategic Financial...
Education
North Hennepin Community College 2008 — 2012
Business Analytics November 2010 - Present
Wealth Management August 2009 - October 2010
Ameriprise Financial Services, Inc. 2003 - 2009
Skills
Analytics, Insurance, Retirement, Strategic Financial..., Talent Acquisition, Strategic Planning, Business Strategy, Strategy, Wealth Management
Education
Arizona State University
Bachelor, Engineering
Wealth Management January 2010 - Present
National City Bank January 2003 - December 2009
Bank One July 1988 - December 2002
Skills
Credit, Banking, Loans, Customer Service, Commercial Lending, Credit Analysis, Commercial Banking, Sales, Consumer Lending, Retail Banking, Business Development, Small Business Lending, Insurance, Management, Mortgage Lending, Relationship Management, Financial Services, Training, Loan Origination, Lines Of Credit, Wealth Management, Portfolio Management, Finance, Mortgage Banking, Treasury Management, Investments, Cash Management, Underwriting, Cross Selling, Risk Management
Education
Indiana University Bloomington 1980 — 1984
BS, SPEA Management
wealth management August 2012 - Present
Valor Biotech Fund July 2011 - Present
Oxbt Fund July 2011 - Present
Oxygen Biotherapeutics August 2009 - Present
Universite Saint Joseph, Liban January 2006 - Present
Vatea fund June 2009 - June 2015
Independance Weath Management March 2010 - January 2012
Independent Wealth Management July 2008 - February 2010
Winter et Associes September 2005 - June 2008
Skills
Life Sciences, Biotechnology, Mergers, Strategic Planning, Start-ups, Pharmaceuticals, Venture Capital, Business Strategy, Budgeting, Contract Negotiation, Biopharmaceuticals, Negotiation, Entrepreneur, Investments, Corporate Development, Executive Management, Due Diligence, Grants, Analysis, Non-profits, Business Planning, Budgets, Entrepreneurship, Mergers, Pharmaceutical Industry, Strategy
Education
HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne 2001 — 2005
Master Of Science, Finance, Actuariat
St Germain
State Farm Insurance September 2012 - Present
State Farm Insurance October 2007 - September 2012
Texas Instruments October 1999 - August 2006
Wealth Management January 1993 - September 1999
Skills
Insurance, Talent Acquisition, Interviewing, Full-cycle Recruiting, Sourcing, Hiring, Talent Management, Applicant Tracking..., Coaching, Customer Service, Outlook, Customer Relations, PowerPoint, Word, Excel, Microsoft Office, Cold Calling, Negotiation, Recruiting, Team Building, Sales, Microsoft Excel, SDLC, Entrepreneurship, Interviews, Team Leadership, Financial Services, Microsoft Word, Sales Management, Training, Start-ups, Business Development, Management, Leadership, Employee Benefits, Employee Relations, Small Business, Human Resources, Leadership Development, College Recruiting, Building Relationships, Onboarding, Performance Management, Customer Retention, Employee Training, Internet Recruiting
Education
The University of Texas-Pan American
Wealth Management July 2011 — Present
Skills
Asset Allocation, Investment Planning, Securities, Insurance Planning, Retirement Planning, Estate Investing, Multi-generational..., 401k Rollovers, Business Owner Planning, Tax Efficient Strategies, Fixed Income, Investments, Mutual Funds
Education
Florida International University 1998 — 2002
Bachelor of Science (B.S.), Finance, General
UIS Insurance & Investments May 2012 - Present
Wealth Management July 2005 - Present
Huntington Investment Company October 2010 - May 2012
Huntington National Bank January 2010 - October 2010
Fifth Third Bank April 2009 - January 2010
Smith Barney July 2005 - December 2008
Cedar Fair L.P. May 2003 - August 2003
Cedar Fair L.P. May 2002 - August 2002
Cedar Fair L.P. May 2001 - August 2001
Mesenburg Farms 1995 - 2000
Skills
Finance, Risk Management, Series 7, Financial Analysis, Mutual Funds, Life & Health Insurance..., Portfolio Management, Series 65, Financial Advisory, FINRA, Series 63, Managerial Finance, Corporate Finance, Economics, Sales, Analytical Skills, Series 3
Education
University of Arizona, Eller College of Management 2003 — 2004
Master of Science, Finance
University of Arizona, Eller College of Management 1999 — 2003
Bachelor of Science, Economics
Wealth Management September 2014 - Present
Talis Advisory Services, LLC March 2006 - September 2014
GMS Consulting 2004 - 2006
Intuit 2003 - 2004
AT&T Wireless 1999 - 2003
Koch Industries 1997 - 1999
Pizza Hut 1991 - 1997
Skills
Financial Services, Business Analysis, Portfolio Management, Wealth Management, Insurance, Investments, Retirement, Strategic Financial..., Wealth, Program Management, Business Development, Leadership Development, Risk Management, Strategic Planning, Management
Education
Oklahoma State University 1984 — 1990
Morgan Keegan May 2007 - Present
Wealth Management May 2005 - May 2007
Law Office of Marc L. Shapiro PA January 2003 - May 2005
Education
Georgia Perimeter College
Cafaro Greenleaf 2015 - Present
Private Investment Company 2013 - September 2014
Wealth Management 2012 - 2013
SYW Capital 2008 - 2011
ISA Partners 2006 - 2008
Bear Stearns 1998 - 2006
ITT Avionics 1996 - 1998
Skills
Hedge Funds, Alternative Investments, Private Equity, Investment Management, Macro, Equities, Portfolio Management, Wealth Preservation..., Estate Planning, Global Tactical Asset..., Business Strategy, Series 7, Financial Structuring, Valuation, Options, Equity Research, Finance, Investments, Asset Managment, Wealth Management..., Strategy, Derivatives, Financial Services, Financial Modeling, Institutional..., Capital Markets, Fixed Income, Financial Advisory, Investment Advisory, Wealth Management, Investment Strategies, Hedging, Asset Allocation, Asset Management, Emerging Markets, Structured Products, Investment Banking, Securities, Capital
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance
Binghamton University
Bachelor's Degree, Mechanical Engineering
Stevens Institute of Technology
Master of Science (MS), Mechanical Engineering
California State Threat Assessment Center October 2011 - June 2015
California Emergency Management Agency November 2009 - December 2011
California Office of Homeland Security March 2007 - November 2009
Wealth Management August 2003 - February 2006
United States Navy January 1994 - January 1999
United States Air Force January 1992 - January 1994
Skills
NIMS, Crime Prevention, Government, Emergency Planning, Crisis Management, Community Policing, Security Operations, Policy, Risk Assessment, Security Management, Preparedness, Disaster Response, First Responder, Security Clearance, Policy Analysis, Public Affairs, Analysis, Training
Education
Naval Postgraduate School 2014 — 2014
Fusion Center Leaders Program
University of California, Los Angeles 1999 — 2002
Bachelor of Arts (B.A.), Political Science - Foreign Policy
University of Southern California
CREATE Executive Program for Counter-terrorism
Arizona Federal Credit Union 2014 - Present
Pima Leasing & Financing Corporation September 2010 - November 2013
Investment Managemet Consultant July 2006 - September 2010
Wealth Management March 2003 - July 2006
Wells Fargo Private Bank March 2000 - April 2003
Bravura Financial Services December 1995 - March 2000
Munder Capital Management 1992 - 1995
Skills
Equities, Portfolio Management, Alternative Investments, Investments, Asset Managment, Series 7, Fixed Income, Asset Allocation, Mutual Funds, Securities, Bonds, Financial Markets, Investment Management, Equity Research, Financial Services, Finance, Financial Modeling, Banking, Financial Risk, Strategy, Asset Management
Education
University of Michigan 1987 — 1991
MBA, Corporate Strategies
Marquette University 1978 — 1982
Business Administration, Finance
Naples Capital Advisors January 2012 - Present
Wealth Management November 2009 - May 2012
Grand Bank & Trust of Florida January 2008 - June 2009
SunTrust Bank June 2005 - December 2007
Bank One June 1999 - December 2002
Skills
Equities, Asset, Wealth Management..., Asset Allocation, Wealth Management, Alternative Investments, Investment Strategies, Investment Advisory, Portfolio Management, Investment Management, High Net Worth..., Series 7, Asset Managment, Fixed Income, Bonds
Education
Houston Baptist University 1984 — 1986
MBA, Business
University of Michigan 1976 — 1980
B.S., Economics / Finance
Wealth Management January 2013 - Present
Capstone Financial January 2012 - December 2012
Baylor University August 2008 - December 2011
Wealth Managment June 2011 - August 2011
Skills
Microsoft Word
Education
Baylor University - Hankamer School of Business 2008 — 2011
BBA of Finance, Finance
Round Rock High School 2004 — 2008
Wealth Management January 2015 - Present
Capital Guardian LLC November 2009 - July 2014
Citi January 1991 - October 2009
Education
Nova Southeastern University 2007 — 2010
MBA, Business
FiPar, LLC Shareholder FirmNational Advisors Trust Company, FSBOctober 2008 - Present
Crown Philantrhropic Solutions 2005 - 2006
National Fiduciary Trust 2005 - 2006
Santa Fe Trust Company, Inc October 1999 - December 2004
Wealth Management 1997 - 1998
Wood County Trust Company 1990 - 1996
Concordia College 1975 - 1979
Education
ABA National Graduate Trust School 1985 — 1987
Certified Financial Services Counselor
Hamline University School of Law 1972 — 1975
JD
Concordia College 1968 — 1972
BA
Roosevelt Hight School - Minneapolis 1966 — 1968
Louisiana Tech University 2013 - Present
University of Arkansas August 2009 - May 2013
Wealth Management 2001 - 2009
St. Mark's School of Texas 1996 - 2001
Skills
Data Analysis, Quantitative Analytics, Economics, SAS, PowerPoint, Econometrics, Higher Education, Microsoft Excel, Teaching, Stata, University Teaching, SPSS, Research, Quantitative Research, Statistics, Analysis, Lecturing, Financial Modeling
Education
University of Arkansas at Fayetteville 2009 — 2013
PhD, Finance
Southern Methodist University 1997 — 2000
Master of Business Administration (M.B.A.), Finance, Investments
University of Pennsylvania 1988 — 1992
Bachelor of Arts (B.A.), International Relations and Affairs
Wealth Management April 2010 - Present
Skills
Commodities, Trading, Equities, Risk Management, Investments, Brokerage, Strategic Planning, Customer Service, Sales Management, Options, Mortgage Lending, Forecasting, Trading Systems, Insurance, Budgets, Business Strategy, Retirement Planning, Asset Managment, Derivatives, Business Analysis, Portfolio Management, New Business Development, Negotiation, Fixed Income, Accounting, Alternative Investments, Commodity, Commodity Markets, Financial Markets, Team Leadership, Asset Management, Business Development, Loans, Selling, FX Options, Hedge Funds, Technical Analysis, Trading Strategies, Electronic Trading, Hedging, FINRA, Finance, Securities, Currency, Series 7, Equity Trading, Foreign Exchange, Bonds, FX trading, Equity Derivatives
Education
San Diego State University-California State University 1986 — 1990
BA, English, Business
Arthur Andersen June 1961 - Present
wealth management 2006 - 2010
Unicco 1995 - 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Windows, Strategic Planning, Negotiation, PowerPoint, Financial Reporting, Accounting
Education
Babson College 1958 — 1961
BSBA, Accounting and Finance
Wealth Management May 2013 - Present
Sterling National Bank January 2008 - May 2013
Education
Brooklyn Law School 1997 — 2000
Doctor of Law (JD)
Comcap Asset Management December 2014 - July 2015
Baron & Budd, P.C. February 2010 - April 2013
Southern Villas Partners March 2002 - February 2010
Wealth Management December 1999 - March 2002
Family Office-Personal Holdings September 1996 - December 1999
Best Associates - Personal Holdings May 1984 - April 1989
Saber Energy a refining division of Valero Energy July 1982 - May 1984
KPMG August 1979 - July 1982
Skills
Office 2010, Microsoft Dynamics, Paychex, Mergers, Tax, Compliance, Mergers & Acquisitions, Cost Accounting, Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Statements, Accounting, CPA, Management, Financial Analysis, Financial Reporting, Budgets
Education
University of Mississippi 1975 — 1979
BBA, Accounting
Wealth Management March 2005 - Present
Skills
Series 63, Credit, Wealth Management, Series 7, Relationship Management, Retirement Planning, Wealth Management..., FINRA, Insurance, Investments, Portfolio Management, Mortgage Lending, Cash Management, Asset Allocation, Commercial Banking, Finance, Small Business, Financial Services, Financial Advisory, Commercial Lending, Banking, Series 6, Retail Banking, Loans, Securities, Wealth, Equities, Strategic Financial..., Investment Strategies, Mutual Funds, Alternative Investments
Education
Pace University
Bachelor of Business Administration (BBA)
Wealth management January 2002 - Present
Skills
Investments, Retirement Planning, Financial Analysis, Credit, Banking, Strategic Financial..., Mutual Funds, Wealth Management, Portfolio Management, Loans, Series 7, Mortgage Lending, Financial Services, Insurance, Financial Modeling, Finance, Equities, Series 63, Risk Management, Retirement
Education
Centennial College 1999 — 2001
Associate's degree, Accounting and Business/Management
Ryerson University
Bachelor of Commerce (BCom), Finance, General