Wealth Management Company

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Wealth Management Company Employees

Employee
Years
Job
Industry
Anne W. Martin Anne W. Martin Nashville, Tennessee Details
Anne W. Martin's Wealth Management Company Experience February 2012 - Present
Job Client Services at Wealth Management Company
Industry Financial Services
Experience
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

Tonga Lee Tonga Lee Milwaukee, Wisconsin Details
Tonga Lee's Wealth Management Company Experience May 2011 - Present
Job Advisory Account Representative at Northwestern Mutual Life
Industry Insurance
Experience
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

Grace Katabaruki Grace Katabaruki Washington D.C. Metro Area Details
Grace Katabaruki's Wealth Management Company Experience December 2009 - September 2011
Job Principal at Venture Philanthropy Partners
Industry Philanthropy
Experience
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

Erin Lester Erin Lester Washington D.C. Metro Area Details
Erin Lester's Wealth Management Company Experience July 2014 - Present
Job Operations Manager at Wealth Management Company
Industry Financial Services
Experience
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

Denise D. Block Denise D. Block Greater Detroit Area Details
Denise D. Block's Wealth Management Company Experience February 2014 - Present
Job Jr. Systems Administrator
Industry Staffing and Recruiting
Experience
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

Jacob Andrews Jacob Andrews Greater Detroit Area Details
Jacob Andrews's Wealth Management Company Experience 2011 - Present
Job DBA and Dynamic CRM Admin at Wealth Management Company
Industry Financial Services
Experience
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

Jim Daron Jim Daron Greater Boston Area Details
Jim Daron's Wealth Management Company Experience June 2013 - Present
Job Investment Manager
Industry Real Estate
Experience
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

Kathleen Ellison Kathleen Ellison Greater Boston Area Details
Kathleen Ellison's Wealth Management Company Experience 2010 - Present
Job Director at Wealth Management Company
Industry Nonprofit Organization Management
Experience
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

Joy Maze Joy Maze San Francisco Bay Area Details
Joy Maze's Wealth Management Company Experience June 2010 - Present
Job Independent Executive Office Professional
Industry Executive Office
Experience
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

Virginia Fazio Virginia Fazio West Palm Beach, Florida Details
Virginia Fazio's Wealth Management Company Experience June 2015 - Present
Job
Industry Financial Services
Experience
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

Hunter Oglesby Hunter Oglesby Greensboro/Winston-Salem, North Carolina Area Details
Hunter Oglesby's Wealth Management Company Experience 2009 - 2011
Job Real Estate Professional
Industry Real Estate
Experience
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