Wealth Management Associates
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Wealth Management Associates Employees
Employee
Years
Job
Industry
Jon Sullivan, CFA, CFP® Jon Sullivan, CFA, CFP®'s Wealth Management Associates Experience October 2006 - Present
Job Financial Professional | Investment Advisor Representative with Transamerica Financial Advisors, Inc.
Industry Investment Management
Experience
Wealth Management Associates October 2006 - Present
Education
San Diego State University-California State University 2002 — 2006
Financial Services, Finance, Economics, Banking
University of Oxford 2005 — 2005
Political Science and Government
Wealth Management Associates October 2006 - Present
Education
San Diego State University-California State University 2002 — 2006
Financial Services, Finance, Economics, Banking
University of Oxford 2005 — 2005
Political Science and Government
Matthew Savago Matthew Savago's Wealth Management Associates Experience March 2011 - August 2011
Job Fiscal Manager
Industry Financial Services
Experience
Center for Court Innovation March 2013 - Present
Bernard Hodes Group August 2011 - March 2013
Wealth Management Associates March 2011 - August 2011
Northwestern Mutual June 2010 - November 2010
Skills
Microsoft Office, Accounts Receivable, Public Speaking, Microsoft Excel, Financial Analysis, Finance, Strategic Planning, Time Management
Education
Pace University - Lubin School of Business 2009 — 2011
BBA, International Business, Economics
Dutchess Community College
Associates in Science, Business Administration
Center for Court Innovation March 2013 - Present
Bernard Hodes Group August 2011 - March 2013
Wealth Management Associates March 2011 - August 2011
Northwestern Mutual June 2010 - November 2010
Skills
Microsoft Office, Accounts Receivable, Public Speaking, Microsoft Excel, Financial Analysis, Finance, Strategic Planning, Time Management
Education
Pace University - Lubin School of Business 2009 — 2011
BBA, International Business, Economics
Dutchess Community College
Associates in Science, Business Administration
Dana Pham Dana Pham's Wealth Management Associates Experience April 2011 - January 2012
Job Junior Accountant at Thom Browne, Inc.
Industry Accounting
Experience
Zac Posen January 2015 - Present
Thom Browne, Inc. March 2012 - January 2015
Wealth Management Associates April 2011 - January 2012
Skills
Peachtree, Word, Outlook, Excel, Reconciliation, Accounting, Accounts Receivable, Quicken, Quickbooks, Data Entry, Cash Handling, Financial Reporting, Bilingual, Vietnamese, Accounts Payable, Account Reconciliation, Office Management, Office Administration, Customer Service, Data Analysis, Bank Reconciliation, Apparel Magic, Finance, QuickBooks, Microsoft Excel, Microsoft Word
Education
City University of New York-Herbert H. Lehman College 2007 — 2011
Bachelor of Science, Accounting
Zac Posen January 2015 - Present
Thom Browne, Inc. March 2012 - January 2015
Wealth Management Associates April 2011 - January 2012
Skills
Peachtree, Word, Outlook, Excel, Reconciliation, Accounting, Accounts Receivable, Quicken, Quickbooks, Data Entry, Cash Handling, Financial Reporting, Bilingual, Vietnamese, Accounts Payable, Account Reconciliation, Office Management, Office Administration, Customer Service, Data Analysis, Bank Reconciliation, Apparel Magic, Finance, QuickBooks, Microsoft Excel, Microsoft Word
Education
City University of New York-Herbert H. Lehman College 2007 — 2011
Bachelor of Science, Accounting
Kim Damiani Kim Damiani's Wealth Management Associates Experience May 2011 - Present
Job Investment Advisor Representative with Transamerica Financial Advisors Inc., at Wealth Management Associates
Industry Investment Management
Experience
Wealth Management Associates May 2011 - Present
Skills
Wealth Management..., Investments, Portfolio Management, Mutual Funds, Series 7, series 66
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelor of Science (BS), Kinesiology and Exercise Science
Wealth Management Associates May 2011 - Present
Skills
Wealth Management..., Investments, Portfolio Management, Mutual Funds, Series 7, series 66
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelor of Science (BS), Kinesiology and Exercise Science
Andres Mendieta Andres Mendieta's Wealth Management Associates Experience June 2011 - August 2011
Job Associate Credit Management Training Program at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo June 2013 - July 2015
Culverhouse Investment Management Group January 2011 - May 2013
Protective Life May 2012 - August 2012
Morgan Keegan & Co August 2011 - December 2011
Wealth Management Associates June 2011 - August 2011
Skills
Microsoft Excel, Investments, Mathematics, Asset Allocation, PowerPoint, Analysis, VBA, Financial Risk, Bloomberg Terminal, Mutual Funds, Portfolio Management, Finance, Financial Analysis, Financial Modeling, Economics, Asset Management, Microsoft Office, Public Speaking, Microsoft Word, Credit
Education
University of Alabama 2009 — 2013
BS, Finance, Economics
University of Alabama 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Wells Fargo July 2015 - Present
Wells Fargo June 2013 - July 2015
Culverhouse Investment Management Group January 2011 - May 2013
Protective Life May 2012 - August 2012
Morgan Keegan & Co August 2011 - December 2011
Wealth Management Associates June 2011 - August 2011
Skills
Microsoft Excel, Investments, Mathematics, Asset Allocation, PowerPoint, Analysis, VBA, Financial Risk, Bloomberg Terminal, Mutual Funds, Portfolio Management, Finance, Financial Analysis, Financial Modeling, Economics, Asset Management, Microsoft Office, Public Speaking, Microsoft Word, Credit
Education
University of Alabama 2009 — 2013
BS, Finance, Economics
University of Alabama 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Erin (Erin Edgerton) Haubner Erin (Erin Edgerton) Haubner's Wealth Management Associates Experience September 2004 - Present
Job Human Resources Professional
Industry Human Resources
Experience
Trulia September 2014 - Present
Wealth Management Associates September 2004 - Present
Letstalk.com 1999 - 2003
Siemens Healthcare 1999 - 2000
Prints Plus 1995 - 1999
Pulnix/JAI A/S 1990 - 1996
Skills
Employee Benefits, Recruiting, Start-ups, Health Insurance, Personnel Management, Management, Customer Service, Life Insurance, Retail, Insurance, Benefits Administration, Project Management, Workers Compensation, HRIS, Strategic Planning, Coaching, Budgets, Team Building, Operations Management, Microsoft Excel, Microsoft Office, Employee Relations, Retirement, Human Resources, Social Media Marketing, Social Media, Email Newsletter Design, Corporate Communications, Marketing Communications, Social Networking, Social Media Consulting, Social Media Blogging, Corporate Blogging, Blog Marketing, 401k, Performance Management, Onboarding, CRM, Applicant Tracking..., Interviews, Talent Acquisition, Benefits Negotiation, College Recruiting, Hiring, New Hire Orientations, Internet Recruiting, Customer Retention, Temporary Staffing, Screening Resumes, Workday
Education
Saint Mary's College of California 1992 — 1996
Bachelors of Science, Industrial & Organizational Psychology
Santa Clara High School 1988 — 1992
Trulia September 2014 - Present
Wealth Management Associates September 2004 - Present
Letstalk.com 1999 - 2003
Siemens Healthcare 1999 - 2000
Prints Plus 1995 - 1999
Pulnix/JAI A/S 1990 - 1996
Skills
Employee Benefits, Recruiting, Start-ups, Health Insurance, Personnel Management, Management, Customer Service, Life Insurance, Retail, Insurance, Benefits Administration, Project Management, Workers Compensation, HRIS, Strategic Planning, Coaching, Budgets, Team Building, Operations Management, Microsoft Excel, Microsoft Office, Employee Relations, Retirement, Human Resources, Social Media Marketing, Social Media, Email Newsletter Design, Corporate Communications, Marketing Communications, Social Networking, Social Media Consulting, Social Media Blogging, Corporate Blogging, Blog Marketing, 401k, Performance Management, Onboarding, CRM, Applicant Tracking..., Interviews, Talent Acquisition, Benefits Negotiation, College Recruiting, Hiring, New Hire Orientations, Internet Recruiting, Customer Retention, Temporary Staffing, Screening Resumes, Workday
Education
Saint Mary's College of California 1992 — 1996
Bachelors of Science, Industrial & Organizational Psychology
Santa Clara High School 1988 — 1992
Heidi Maher's Wealth Management Associates Experience February 2015 - Present
Job at
Industry Financial Services
Experience
Wealth Management Associates February 2015 - Present
Centerpointe Presbyterian Church August 2005 - June 2014
Skills
Event Planning, Pastoral Counseling, Teaching, Fundraising, Biblical Studies, Discipleship, Nonprofits, Microsoft Office, Evangelism, Theology, Non-profits, Public Speaking, Community Outreach, Curriculum Design, Pastoral Care, Volunteer Management, Customer Service, Collaborative Problem..., Teamwork
Education
California State University-East Bay 1991 — 1995
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Wealth Management Associates February 2015 - Present
Centerpointe Presbyterian Church August 2005 - June 2014
Skills
Event Planning, Pastoral Counseling, Teaching, Fundraising, Biblical Studies, Discipleship, Nonprofits, Microsoft Office, Evangelism, Theology, Non-profits, Public Speaking, Community Outreach, Curriculum Design, Pastoral Care, Volunteer Management, Customer Service, Collaborative Problem..., Teamwork
Education
California State University-East Bay 1991 — 1995
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Len LoDico's Wealth Management Associates Experience January 2009 - Present
Job Wealth Management Associates
Industry Investment Management
Experience
Wealth Management Associates January 2009 - Present
U.S. Trust Company of New Jersey June 1995 - June 2004
Education
Hillsdale College 1963 — 1967
BA, Business Adm.
Wealth Management Associates January 2009 - Present
U.S. Trust Company of New Jersey June 1995 - June 2004
Education
Hillsdale College 1963 — 1967
BA, Business Adm.
Mary Margaret Richards's Wealth Management Associates Experience September 2002 - November 2010
Job Executive Director, The Food Pantry @ St. Matt's
Industry Nonprofit Organization Management
Experience
The Food Pantry at St. Matthew's September 2008 - Present
Williamson Wealth Group September 2010 - April 2011
Wealth Management Associates September 2002 - November 2010
Wofford College September 1990 - August 2002
University of Texas of the Permian Basin July 1986 - August 1990
Skills
Strategic Financial..., Investments, Public Speaking, Certified Financial...
Education
College for Financial Planning 1996 — 2002
CFP, Financial Planning
University of North Carolina at Chapel Hill 1981 — 1986
Ph.D., English
University of North Carolina at Chapel Hill 1975 — 1977
M.A., English
The University of Georgia 1971 — 1974
A.B., English
Lakeside High School 1967 — 1971
Diploma
The Food Pantry at St. Matthew's September 2008 - Present
Williamson Wealth Group September 2010 - April 2011
Wealth Management Associates September 2002 - November 2010
Wofford College September 1990 - August 2002
University of Texas of the Permian Basin July 1986 - August 1990
Skills
Strategic Financial..., Investments, Public Speaking, Certified Financial...
Education
College for Financial Planning 1996 — 2002
CFP, Financial Planning
University of North Carolina at Chapel Hill 1981 — 1986
Ph.D., English
University of North Carolina at Chapel Hill 1975 — 1977
M.A., English
The University of Georgia 1971 — 1974
A.B., English
Lakeside High School 1967 — 1971
Diploma
Mary Savich's Wealth Management Associates Experience January 1998 - January 2000
Job Government Account Executive at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless May 2000 - Present
Wealth Management Associates January 1998 - January 2000
CAMDEN COUNTY HEALTH DEPARTMENT September 1974 - January 1985
Skills
Saleforce, Professional..., Budgets, Direct Sales, Customer Satisfaction, Program Management, Sales Operations, Telecommunications, Training, Solution Selling, Strategic Planning, Team Building, Customer Service
Education
Rutgers, The State University of New Jersey-Camden
Bachelor of Art, Business Administration
Temple University
MBA Graduate Courses, Human Resource Management and Data Processing
Verizon Wireless May 2000 - Present
Wealth Management Associates January 1998 - January 2000
CAMDEN COUNTY HEALTH DEPARTMENT September 1974 - January 1985
Skills
Saleforce, Professional..., Budgets, Direct Sales, Customer Satisfaction, Program Management, Sales Operations, Telecommunications, Training, Solution Selling, Strategic Planning, Team Building, Customer Service
Education
Rutgers, The State University of New Jersey-Camden
Bachelor of Art, Business Administration
Temple University
MBA Graduate Courses, Human Resource Management and Data Processing
Mary Savich's Wealth Management Associates Experience September 1998 - May 2000
Job Government Account Executive at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless May 2000 - Present
Wealth Management Associates September 1998 - May 2000
Skills
Wireless, Sales, Telecommunications, M2M, Customer Service, Direct Sales, Mobile Devices, Strategic Partnerships, Customer Retention, Salesforce.com, Solution Selling, Sales Operations, Sales Process, B2B, Account Management
Education
Rutgers University – Camden
Bachelor's Degree, Business Administration and Management, General
Verizon Wireless May 2000 - Present
Wealth Management Associates September 1998 - May 2000
Skills
Wireless, Sales, Telecommunications, M2M, Customer Service, Direct Sales, Mobile Devices, Strategic Partnerships, Customer Retention, Salesforce.com, Solution Selling, Sales Operations, Sales Process, B2B, Account Management
Education
Rutgers University – Camden
Bachelor's Degree, Business Administration and Management, General