Wealth Management Company
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Wealth Management Company Employees
Wealth Management Company February 2012 - Present
Kelsey Wallcovering 2004 - 2011
Bass, Berry & Sims January 2003 - 2004
Web Marketing, Inc. 1997 - 2001
Skills
Microsoft Office, Writing Skills, Math Skills, Counseling Skills, Analytical Abilities, Artistic skills, Verbal skills
Education
Master's of Mental Health Counseling Candidate / Argosy University Nashville 2011 — 2014
Masters of Mental Health Counseling, Mental Health Counseling, A+
Antioch College / Yellow Springs, OH 1987 — 1990
Bachelor of Arts (B.A.), Economics
Semester at Sea 1985 — 1985
A
Georgetown University 1983 — 1985
Wealth Management Company May 2011 - Present
Northwestern Mutual March 2010 - May 2011
Northwestern Mutual November 2000 - March 2010
Fortis Healthcare November 1998 - November 2000
Firstar Bank September 1996 - October 1998
Skills
Team Building, Customer Service, Leadership, Coaching, Strategic Planning, Process Improvement, Management, Employee Relations, Public Speaking, Access, Microsoft Office, Training, Budgets, Leadership Development, Microsoft Excel
Education
Concordia University-Wisconsin 2004 — 2009
Bachelor of Business Administration (B.B.A.), Business Management/ HR minor
John Marshall Senior High School 1984 — 1988
Diploma, General/ Business
Venture Philanthropy Partners September 2011 - Present
Wealth Management Company December 2009 - September 2011
U.S. Senator Jack Reed August 2008 - November 2009
U.S. Senate Majority Leader Harry Reid January 2008 - April 2008
U.S. Representative John Lewis September 2007 - December 2007
Small Enterprise Education and Promotion (SEEP) Network September 2006 - May 2007
Maret School August 2000 - June 2005
Skills
Legislative Relations, Legislation, Foreign Policy, Public Policy, Policy Analysis, Strategic Communications, Policy, Fundraising, Public Speaking, Research, Grant Writing, Non-profits, Politics, Philanthropy, Education, Elementary Education, Grants, Economic Development, Program Evaluation, Nonprofits
Education
Georgetown University 2006 — 2008
Master of Public Policy, International Policy and Development/Nonprofit Management
Harvard University 1995 — 1999
A.B., cum laude, Afro-American Studies
School for International Training 1998 — 1998
History, Government, Kiswahili
Wealth Management Company July 2014 - Present
Wealth Management Company July 2011 - June 2014
Patrick Henry College June 2010 - July 2011
Skills
Editing, Microsoft Office, Research, Schwab Portfolio Center, Project Management, Management, Customer Relations, Salesforce.com
Education
University of Virginia Darden School of Business 2015 — 2015
Executive Education: Management Essentials for Developing Leaders
Patrick Henry College 2006 — 2010
BA, History
Coursera
Whitlam Label Company December 2014 - Present
Wealth Management Company February 2014 - Present
Gentz Aero September 2013 - February 2014
ITalent LLC December 2012 - September 2013
ATCO Industries, Inc July 2012 - November 2012
Custom Business Solutions, Inc March 2006 - July 2012
Skills
Payroll, Employee Relations, Human Resources, Employee Benefits, Helpdesk Level 1, Recruiting, Interviews, Account Management, Sourcing, Training, Networking, Management
Education
Macomb Community College 2001 — 2005
Associates of Applied Science, Vehicle Design
New Horizons Computer Center 2005 — 2005
Certificate in MS Word, Excel and Project 2003, Certification
Wealth Management Company 2011 - Present
Arrow 2010 - 2010
Solium Capital 2005 - December 2009
Microsoft ODC 2004 - 2005
Tata Consultancy Services 1997 - 2005
Department of Corrections 2002 - 2004
Compaq Computer Corporation - Tandem Division 2001 - 2002
General Electric 2000 - 2001
TCS 1998 - 2000
Patni Computer Services October 1997 - March 1998
Skills
SDLC, Software Project..., Microsoft SQL Server, Microsoft Dynamics, Scribe Insight, Talend Open Studio, SSIS, .NET, Management, Databases, Solution Architecture, Project Management, SQL, Program Management, Leadership, Networking, Troubleshooting, Requirements Analysis, Business Analysis, Integration
Education
C-DAC 1997 — 1997
Diploma in Advanced Computing
Symbiosis Institute of Foreign Trade 1996 — 1997
DIB, Diploma in International Business
Symbiosis Institute for Business Management 1995 — 1996
PGDMM, Management
Sacred Heart High School
TKM College of Engineering
Mechanical Engineeing Graduate
University of Kerala
Wealth Management Company June 2013 - Present
Premier Capital February 2011 - August 2012
AccountTech October 2003 - March 2010
Computervision May 1994 - January 2001
CVSI January 1994 - January 2000
Skills
Series 65, Microsoft Office, Management, Microsoft Excel, Training, Office Management, Accounting, QuickBooks, Financial Analysis, Operations Management, Tax Preparation, Financial Reporting, Small Business, Human Resources, Budget, Staff Supervision, Customer Support, Notary Public
Education
Franklin Pierce College 1989 — 1994
Bachelor of Science (BS), Marketing
Groton Dunstable 1984 — 1989
Wealth Management Company 2010 - Present
Jameson & Company, P.C. July 2007 - June 2008
Kopin Corporation April 2000 - April 2006
Kopin Corporation January 1993 - March 2000
Chancellor Corporation and Subsidiaries April 1988 - December 1992
Deloitte July 1983 - April 1988
Education
University of Massachusetts, Amherst 1979 — 1983
BBA, Accounting
Wealth Management Company June 2010 - Present
Skills
Customer Service, Microsoft Office, Management, Microsoft Excel, Strategic Planning, Leadership, Project Management, Microsoft Word, Public Speaking, PowerPoint
Education
Saint Mary's College of California 1984 — 1986
Masters of Science, International Business
University of California, Berkeley 1976 — 1981
AB, Social Science
Wealth Management Company June 2015 - Present
1st Discount Brokerage, Inc July 2007 - June 2015
Ram Realty Services April 2006 - March 2007
Northstar Homes June 2005 - April 2006
Ram Realty Services February 2004 - June 2005
SIAC/ New York Stock Exchange December 1999 - August 2003
Childhood Days March 1990 - July 1999
Prudenital Securities 1983 - 1988
Skills
Customer Service, Outlook, Windows 7, ADP Payroll, Access, Securities, Series 7, OFAC, Kofax, Microsoft Office 2007, XP, Accounts Payable, Office Management, Alternative Investments, Software Documentation, MIS, Equities, Trading, Bonds, Wealth Management, Microsoft Excel, FINRA, Data Entry, Uniform Combined State..., Series 24, Series 65, Financial Services, Problem Solving, Remit Pro, Organizational Skills, Communication Skills, Attention To Detail, Mutual Funds, Human Resources, FinCEN, Asset Managment, ADP, Portfolio Management, Investment Banking, Asset Management, Analysis, Fixed Income, Finance, Disaster Recovery, IRAs, Windows XP Professional, MIS Reporting, Provisor, TradeVantage, Microsoft Office
Education
St. Francis College
BA, Psychology, Cum Laude
Bell Partners Inc 2013 - 2014
Bell Partners 2011 - 2013
Wealth Management Company 2009 - 2011
Commercial Carolina Corporation January 2009 - April 2009
Columbia Forest Products 2007 - 2008
Skills
Commercial Real Estate, Research, Financial Analysis, Due Diligence, Investments, Property Management, Accounting, Marketing, Microsoft Excel
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2009
Masters, Accounting
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics