Wealth Management

Description

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

Employee
Years
Job
Industry
Sara Kucera Sara Kucera Omaha, Nebraska Details
Sara Kucera's Wealth Management Experience April 2010 - Present
Job Advanced Certified Paralegal at Wealth Management
Industry Legal Services
Experience
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

Natalie Dallriva Natalie Dallriva Nashville, Tennessee Details
Natalie Dallriva's Wealth Management Experience January 2013 - Present
Job Grants Analyst for TDECOEP
Industry Environmental Services
Experience
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

Ilan Tsapovski Ilan Tsapovski Greater New York City Area Details
Ilan Tsapovski's Wealth Management Experience February 2014 - Present
Job
Industry Financial Services
Experience
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

Lisa Vendel Lisa Vendel Sandy Hook, Connecticut Details
Lisa Vendel's Wealth Management Experience September 2014 - Present
Job Wealth Management
Industry Marketing and Advertising
Experience
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

Aaron Maguire Aaron Maguire Sioux Falls, South Dakota Area Details
Aaron Maguire's Wealth Management Experience October 1993 - December 2008
Job Great Western Bank Investments & Insurance
Industry Investment Management
Experience
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

Shaun Novin Shaun Novin Greater Los Angeles Area Details
Shaun Novin's Wealth Management Experience July 2013 - November 2013
Job Account Manager, Business Development, at Lab Support, a division of On Assignment
Industry Medical Devices
Experience
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

Bobby Lowe Bobby Lowe Dallas/Fort Worth Area Details
Bobby Lowe's Wealth Management Experience 2005 - 2013
Job J.P. Morgan Private Bank
Industry Financial Services
Experience
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

Jose Antonio Opengo Castillo Jose Antonio Opengo Castillo Houston, Texas Details
Jose Antonio Opengo Castillo's Wealth Management Experience May 2013 - Present
Job Wealth Management
Industry Financial Services
Experience
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

Mira Dragisic MBA Mira Dragisic MBA Greater Chicago Area Details
Mira Dragisic MBA's Wealth Management Experience September 2013 - Present
Job Wealth Management
Industry Financial Services
Experience
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

Stacy McHugh Stacy McHugh Greater Pittsburgh Area Details
Stacy McHugh's Wealth Management Experience September 2006 - April 2013
Job Manager, Personal Financial Planning & Client Services
Industry Financial Services
Experience
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

Shirley Biancheria Shirley Biancheria Greater Pittsburgh Area Details
Shirley Biancheria's Wealth Management Experience September 2013 - Present
Job Trust Officer, PNC Wealth Management, MBA
Industry Financial Services
Experience
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

Phil Castaneda Phil Castaneda San Francisco Bay Area Details
Phil Castaneda's Wealth Management Experience June 1992 - Present
Job First Vice President
Industry Financial Services
Experience
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

Christine Glidden Christine Glidden Albuquerque, New Mexico Details
Christine Glidden's Wealth Management Experience October 2011 - February 2014
Job Member Board of Trustees at University of New Mexico Hospital
Industry Financial Services
Experience
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

Ashley Baldwin Ashley Baldwin Portland, Oregon Area Details
Ashley Baldwin's Wealth Management Experience December 2004 - Present
Job Marketing and Design Professional
Industry Marketing and Advertising
Experience
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

Matt Torshizi Matt Torshizi Greater New York City Area Details
Matt Torshizi's Wealth Management Experience August 2013 - Present
Job Financial Planner, Greater New York City Area Wealth Management.
Industry Financial Services
Experience
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

Christian Hines Christian Hines Wilmington, North Carolina Area Details
Christian Hines's Wealth Management Experience April 2014 - Present
Job Administrative Assistant Professional
Industry Financial Services
Experience
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

Andrew Ragonese Andrew Ragonese Greater New York City Area Details
Andrew Ragonese's Wealth Management Experience October 2012 - November 2014
Job Licensed Real Estate Salesperson at Botensten Properties International
Industry Financial Services
Experience
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

Hanna Segal Hanna Segal Tampa/St. Petersburg, Florida Area Details
Hanna Segal's Wealth Management Experience July 2013 - July 2014
Job PrintCounts Strategic Analyst
Industry Information Technology and Services
Experience
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

Ben Dierkes Ben Dierkes Columbia, Missouri Area Details
Ben Dierkes's Wealth Management Experience May 2012 - August 2012
Job Entreprenuer
Industry Financial Services
Experience
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

Linda Stupack Linda Stupack Winnipeg, Canada Area Details
Linda Stupack's Wealth Management Experience June 2014 - Present
Job Financial Assistant, wealth management
Industry Accounting
Experience
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

Matthew Sheraw Matthew Sheraw Harrisburg, Pennsylvania Area Details
Matthew Sheraw's Wealth Management Experience August 2009 - Present
Job Financial Planner at Wealth Management
Industry Financial Services
Experience
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

Chase La Vine Chase La Vine Scottsdale, Arizona Details
Chase La Vine's Wealth Management Experience June 2014 - Present
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
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

Candice Lange Candice Lange Greater Minneapolis-St. Paul Area Details
Candice Lange's Wealth Management Experience January 2008 - April 2010
Job Owner, Buffalo Valley Grains
Industry Food & Beverages
Experience
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

Bryan Hendricks Bryan Hendricks Greater Los Angeles Area Details
Bryan Hendricks's Wealth Management Experience August 2009 - October 2010
Job Visionary Business Leader
Industry Management Consulting
Experience
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

Janette Milborn Janette Milborn Indianapolis, Indiana Area Details
Janette Milborn's Wealth Management Experience January 2010 - Present
Job Vice President, Banking Advisor
Industry Banking
Experience
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

Gregory Pepin Gregory Pepin Ponte Vedra, Florida Details
Gregory Pepin's Wealth Management Experience August 2012 - Present
Job Chief Investment Officer Financial expert
Industry Venture Capital & Private Equity
Experience
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

Debbie Elizondo Debbie Elizondo Dallas/Fort Worth Area Details
Debbie Elizondo's Wealth Management Experience January 1993 - September 1999
Job Currently seeking motivated individuals to join a company ranked No. 41 on the Fortune 500 list of largest companies
Industry Financial Services
Experience
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

PAUL ZOCH, CFP® CRPC® PAUL ZOCH, CFP® CRPC® Fort Lauderdale, Florida Details
PAUL ZOCH, CFP® CRPC®'s Wealth Management Experience July 2011 — Present
Job Financial Advisor, Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Planning
Experience
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

Joshua Mesenburg Joshua Mesenburg Sandusky, Ohio Details
Joshua Mesenburg's Wealth Management Experience July 2005 - Present
Job Financial Advisor / Senior Account Executive
Industry Financial Services
Experience
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

Greg Schmitz Greg Schmitz Dallas/Fort Worth Area Details
Greg Schmitz's Wealth Management Experience September 2014 - Present
Job Wealth Management
Industry Investment Management
Experience
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

Megen Lawrence Megen Lawrence Greater Atlanta Area Details
Megen Lawrence's Wealth Management Experience May 2005 - May 2007
Job Service Associate for the Clients of Jeff Schultz, Morgan Keegan
Industry Financial Services
Experience
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

Andrew Lee Andrew Lee Greater New York City Area Details
Andrew Lee's Wealth Management Experience 2012 - 2013
Job Alternative Investments and business developement
Industry Financial Services
Experience
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

Matthew K. Hawkins Matthew K. Hawkins Sacramento, California Area Details
Matthew K. Hawkins's Wealth Management Experience August 2003 - February 2006
Job Operations, Policy & Public Safety Professional
Industry Public Policy
Experience
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

Stephen Puhr Stephen Puhr Phoenix, Arizona Area Details
Stephen Puhr's Wealth Management Experience March 2003 - July 2006
Job Sr. Director of ALM and Investments at Arizona Federal Credit Union
Industry Financial Services
Experience
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

John Bayer CFA John Bayer CFA Naples, Florida Details
John Bayer CFA's Wealth Management Experience November 2009 - May 2012
Job Senior Portfolio Manager at Naples Capital Advisors
Industry Financial Services
Experience
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

Blake Rusk Blake Rusk Houston, Texas Area Details
Blake Rusk's Wealth Management Experience January 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Frank Gutierrez Frank Gutierrez Miami/Fort Lauderdale Area Details
Frank Gutierrez's Wealth Management Experience January 2015 - Present
Job Wealth Management
Industry Financial Services
Experience
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

Dana Burnham Dana Burnham Santa Fe, New Mexico Area Details
Dana Burnham's Wealth Management Experience 1997 - 1998
Job Managing Member of FiPar, LLC
Industry Financial Services
Experience
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

William R. McCumber, Ph.D. William R. McCumber, Ph.D. Ruston, Louisiana Details
William R. McCumber, Ph.D.'s Wealth Management Experience 2001 - 2009
Job Assistant Professor at Louisiana Tech University
Industry Higher Education
Experience
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

Oscar Bustamante Oscar Bustamante Greater Los Angeles Area Details
Oscar Bustamante's Wealth Management Experience April 2010 - Present
Job Branch Manager
Industry Financial Services
Experience
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

Len Lynch Len Lynch United States Details
Len Lynch's Wealth Management Experience 2006 - 2010
Job
Industry Information Technology and Services
Experience
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

Patricia Cavallaro Patricia Cavallaro Greater New York City Area Details
Patricia Cavallaro's Wealth Management Experience May 2013 - Present
Job Vice President & Fair Lending Compliance Officer
Industry Banking
Experience
Wealth Management   May 2013 - Present
Sterling National Bank  January 2008 - May 2013

Education
Brooklyn Law School   1997 — 2000
Doctor of Law (JD)

Jody Lengen Jody Lengen Greater Denver Area Details
Jody Lengen's Wealth Management Experience December 1999 - March 2002
Job Certified Public Accountant
Industry Financial Services
Experience
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

Tia Alleyne Tia Alleyne Greater New York City Area Details
Tia Alleyne's Wealth Management Experience March 2005 - Present
Job Vice President Wealth Management
Industry Financial Services
Experience
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)

Ramasamy Dylan Ramasamy Dylan Toronto, Canada Area Details
Ramasamy Dylan's Wealth Management Experience January 2002 - Present
Job Financial services Associate.
Industry Financial Services
Experience
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