Wealth Management Firm
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Wealth Management Firm Employees
Employee
Years
Job
Industry
Christine Dang Christine Dang's Wealth Management Firm Experience November 2013 - January 2015
Job Grant Support Coordinator at San Francisco State University
Industry Higher Education
Experience
San Francisco State University January 2015 - Present
Wealth Management Firm November 2013 - January 2015
Gap Inc. September 2009 - November 2013
buildOn February 2013 - July 2013
Miss Representation September 2012 - December 2012
FreshZIVE 2008 - 2011
Sanrio June 2008 - August 2009
Absolutely Kosher Records July 2008 - February 2009
Skills
Customer Service, Data Entry, Retail, Event Planning, Social Media, Editing, Merchandising, Visual Merchandising, Administrative Work, Volunteering, Microsoft Office, Training, Press Releases, Databases, Salesforce Training, Employee Relations, Grant Administration, Financial Services, Policies & Procedures, Social Media..., Distribution, Social Networking, Web Content, Writing, CRM
Education
San Francisco State University
Bachelor of Arts (B.A.), International Relations and Affairs
California High School
San Francisco State University January 2015 - Present
Wealth Management Firm November 2013 - January 2015
Gap Inc. September 2009 - November 2013
buildOn February 2013 - July 2013
Miss Representation September 2012 - December 2012
FreshZIVE 2008 - 2011
Sanrio June 2008 - August 2009
Absolutely Kosher Records July 2008 - February 2009
Skills
Customer Service, Data Entry, Retail, Event Planning, Social Media, Editing, Merchandising, Visual Merchandising, Administrative Work, Volunteering, Microsoft Office, Training, Press Releases, Databases, Salesforce Training, Employee Relations, Grant Administration, Financial Services, Policies & Procedures, Social Media..., Distribution, Social Networking, Web Content, Writing, CRM
Education
San Francisco State University
Bachelor of Arts (B.A.), International Relations and Affairs
California High School
Rebekah Abdollahian Rebekah Abdollahian's Wealth Management Firm Experience 2013 - Present
Job
Industry Financial Services
Experience
Wealth Management Firm 2013 - Present
Skills
Tax Law, Estate Planning, Asset Protection, Wealth Transfer Planning, High Net Worth..., Westlaw, Courts, Estate Administration, Wealth, Trials, Wills, Investments, Legal Advice, Trusts, International Tax, Legal Research, Finance, Tax, Corporate Law
Education
Georgetown University Law Center 2010 — 2011
LL.M, Taxation (with Distinction)
Vanderbilt University 2007 — 2010
J.D., Law
Connecticut College 2003 — 2007
B.A., Philosophy, Chemistry
Weston High School 1999 — 2003
Wealth Management Firm 2013 - Present
Skills
Tax Law, Estate Planning, Asset Protection, Wealth Transfer Planning, High Net Worth..., Westlaw, Courts, Estate Administration, Wealth, Trials, Wills, Investments, Legal Advice, Trusts, International Tax, Legal Research, Finance, Tax, Corporate Law
Education
Georgetown University Law Center 2010 — 2011
LL.M, Taxation (with Distinction)
Vanderbilt University 2007 — 2010
J.D., Law
Connecticut College 2003 — 2007
B.A., Philosophy, Chemistry
Weston High School 1999 — 2003
Hayden Andersen Hayden Andersen's Wealth Management Firm Experience October 2014 - Present
Job Administrative Assistant at Wealth Management Firm
Industry Financial Services
Experience
Wealth Management Firm October 2014 - Present
Harbinger Capital Partners February 2013 - July 2014
Buro Happold October 2012 - December 2012
Private Household April 2009 - May 2012
Garbarini September 2010 - January 2011
Johnson & Wales University January 2010 - May 2010
Skills
Marketing, Customer Service, Social Media, Public Relations, Microsoft Office, Microsoft Word, Sales, Advertising, Public Speaking, Microsoft Excel, Fashion, Management, Leadership, Hospitality, Teamwork, Photoshop, Outlook, Event Planning, CRM
Education
Johnson & Wales University-Denver 2008 — 2010
B.A Marketing, A.S. Advertising, Marketing Communications, Advertising, Entrepreneurship
University of Maine 2007 — 2007
Bachelor of Business Administration (B.B.A.)
Roanoke College 2006 — 2007
Bachelor of Business Administration (B.B.A.)
Falmouth High School 2002 — 2006
Wealth Management Firm October 2014 - Present
Harbinger Capital Partners February 2013 - July 2014
Buro Happold October 2012 - December 2012
Private Household April 2009 - May 2012
Garbarini September 2010 - January 2011
Johnson & Wales University January 2010 - May 2010
Skills
Marketing, Customer Service, Social Media, Public Relations, Microsoft Office, Microsoft Word, Sales, Advertising, Public Speaking, Microsoft Excel, Fashion, Management, Leadership, Hospitality, Teamwork, Photoshop, Outlook, Event Planning, CRM
Education
Johnson & Wales University-Denver 2008 — 2010
B.A Marketing, A.S. Advertising, Marketing Communications, Advertising, Entrepreneurship
University of Maine 2007 — 2007
Bachelor of Business Administration (B.B.A.)
Roanoke College 2006 — 2007
Bachelor of Business Administration (B.B.A.)
Falmouth High School 2002 — 2006
Nancy Trant Nancy Trant's Wealth Management Firm Experience October 2013 - June 2014
Job IT Asset Management Admistrator at Guggenheim Partners
Industry Information Technology and Services
Experience
Guggenheim Partners April 2015 - Present
Guggenheim Partners June 2014 - April 2015
Wealth Management Firm October 2013 - June 2014
TEKsystems August 2007 - October 2013
Law Offices of David L. Rudolph, PC 2004 - 2007
Skills
Microsoft Office, Organization, Analysis, Internal & External..., Records Management, Vendor Management, Visio, Applicant Tracking...
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2002
BSBA, Finance
Guggenheim Partners April 2015 - Present
Guggenheim Partners June 2014 - April 2015
Wealth Management Firm October 2013 - June 2014
TEKsystems August 2007 - October 2013
Law Offices of David L. Rudolph, PC 2004 - 2007
Skills
Microsoft Office, Organization, Analysis, Internal & External..., Records Management, Vendor Management, Visio, Applicant Tracking...
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2002
BSBA, Finance
Benardo Richardson Benardo Richardson's Wealth Management Firm Experience November 2010 - Present
Job Experienced Wealth Management Professional
Industry Financial Services
Experience
Wealth Management Firm November 2010 - Present
Morgan Stanley Smith Barney August 2009 - November 2010
100 Black Men of the Bay Area April 2010 - October 2010
LPL Financial Services February 2007 - August 2009
Edward Jones December 2005 - January 2007
Norfolk Southern July 2003 - October 2005
Skills
Financial Planning, Asset Management, Risk Management, Public Speaking, ALM, Financial Management, Consultation, Social Networking, Strategic Financial..., Managerial Finance, Asset Managment, Investment Management, Investments, Management, Program Management, Leadership, Retirement Planning, Banking, Portfolio Management, Credit, Financial Advisory, Insurance, Hedge Funds, Financial Services, Equities, Mutual Funds, Fixed Income, Finance, Private Equity, Fixed Annuities, Options
Education
The Citadel 1999 — 2003
Bachelor of Science, Business Admistration
Warwick 1994 — 1999
Wealth Management Firm November 2010 - Present
Morgan Stanley Smith Barney August 2009 - November 2010
100 Black Men of the Bay Area April 2010 - October 2010
LPL Financial Services February 2007 - August 2009
Edward Jones December 2005 - January 2007
Norfolk Southern July 2003 - October 2005
Skills
Financial Planning, Asset Management, Risk Management, Public Speaking, ALM, Financial Management, Consultation, Social Networking, Strategic Financial..., Managerial Finance, Asset Managment, Investment Management, Investments, Management, Program Management, Leadership, Retirement Planning, Banking, Portfolio Management, Credit, Financial Advisory, Insurance, Hedge Funds, Financial Services, Equities, Mutual Funds, Fixed Income, Finance, Private Equity, Fixed Annuities, Options
Education
The Citadel 1999 — 2003
Bachelor of Science, Business Admistration
Warwick 1994 — 1999
Parisa Hervani Parisa Hervani's Wealth Management Firm Experience January 2015 - July 2015
Job A/R Analyst (contract) at The CocaCola Company
Industry Food & Beverages
Experience
The Coca-Cola Company September 2015 - Present
Wealth Management Firm January 2015 - July 2015
Georgia State University January 2013 - December 2014
Fan Harvest April 2014 - August 2014
Southeastern Trading Co. August 2009 - January 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Marketing, Management, Financial Analysis
Education
Georgia State University 2013 — 2014
Bachelor of Business Administration (BBA), Finance, Risk Management and Insurance
Georgia Perimeter College 2009 — 2011
The Coca-Cola Company September 2015 - Present
Wealth Management Firm January 2015 - July 2015
Georgia State University January 2013 - December 2014
Fan Harvest April 2014 - August 2014
Southeastern Trading Co. August 2009 - January 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Marketing, Management, Financial Analysis
Education
Georgia State University 2013 — 2014
Bachelor of Business Administration (BBA), Finance, Risk Management and Insurance
Georgia Perimeter College 2009 — 2011
Erik J. Schlindwein Erik J. Schlindwein's Wealth Management Firm Experience December 2005 - Present
Job Client Service Supervisor at Wealth Management Firm
Industry Financial Services
Experience
Wealth Management Firm December 2005 - Present
First American Title January 2005 - August 2005
Bear Stearns & Co., Inc. August 2000 - April 2002
Skills
Series 7, 66 & 24, Bloomberg, Equities, Financial Analysis, Fundamental Analysis, Technical Analysis, Economic Research, Equity Trading, Sales, Financial Services, Portfolio Management, Trading, Mutual Funds, Investments, Bonds
Education
San Diego State University-California State University 1993 — 1998
Bachelor of Arts (B.A.), International Business
Wealth Management Firm December 2005 - Present
First American Title January 2005 - August 2005
Bear Stearns & Co., Inc. August 2000 - April 2002
Skills
Series 7, 66 & 24, Bloomberg, Equities, Financial Analysis, Fundamental Analysis, Technical Analysis, Economic Research, Equity Trading, Sales, Financial Services, Portfolio Management, Trading, Mutual Funds, Investments, Bonds
Education
San Diego State University-California State University 1993 — 1998
Bachelor of Arts (B.A.), International Business
Michelle Lach Michelle Lach's Wealth Management Firm Experience May 2013 - Present
Job Client Account Administrator at Financial Advisory Firm
Industry Financial Services
Experience
Wealth Management Firm May 2013 - Present
UMD Office of Cultural Diversity August 2011 - May 2013
UMD Office of Cultural Diversity September 2011 - May 2012
Copeland Valley Youth Centers May 2010 - July 2011
Gilly Hicks June 2009 - August 2009
Skills
Fast Learning, Word, Microsoft Office, Excel, Event Management, PowerPoint, Attention To Detail, Analysis, Microsoft Excel, Teamwork, Microsoft Word, Finance
Education
University of Minnesota-Duluth 2008 — 2012
Financial Markets Finance, Accounting
Ocean University of China 2011 — 2011
Chinese
Wealth Management Firm May 2013 - Present
UMD Office of Cultural Diversity August 2011 - May 2013
UMD Office of Cultural Diversity September 2011 - May 2012
Copeland Valley Youth Centers May 2010 - July 2011
Gilly Hicks June 2009 - August 2009
Skills
Fast Learning, Word, Microsoft Office, Excel, Event Management, PowerPoint, Attention To Detail, Analysis, Microsoft Excel, Teamwork, Microsoft Word, Finance
Education
University of Minnesota-Duluth 2008 — 2012
Financial Markets Finance, Accounting
Ocean University of China 2011 — 2011
Chinese
Fahad Shariff, CMA Fahad Shariff, CMA's Wealth Management Firm Experience March 2011 - July 2011
Job 收入分析师 at 强生公司 Consumer
Industry International Trade and Development
Experience
强生公司 - Consumer June 2014 - Present
强生公司 May 2013 - June 2014
Aksia July 2012 - December 2012
Wealth Management Firm March 2011 - July 2011
Vida Group November 2009 - August 2010
Skills
Chinese, Wordpress, Microsoft Office 2007, Google Analytics, Social Media, Microsoft Office, Operations Management, Hedge Funds, Sales, Research, Photoshop, Event Planning, Marketing, Fashion, PowerPoint, Leadership, Email Marketing, E-commerce, Facebook, Financial Analysis, Microsoft Excel
Education
纽约大学 2009 — 2013
学士学位
华东师范大学 2011 — 2011
中文语言证书
West Windsor Plainsboro High School South 2005 — 2009
高中毕业文凭
强生公司 - Consumer June 2014 - Present
强生公司 May 2013 - June 2014
Aksia July 2012 - December 2012
Wealth Management Firm March 2011 - July 2011
Vida Group November 2009 - August 2010
Skills
Chinese, Wordpress, Microsoft Office 2007, Google Analytics, Social Media, Microsoft Office, Operations Management, Hedge Funds, Sales, Research, Photoshop, Event Planning, Marketing, Fashion, PowerPoint, Leadership, Email Marketing, E-commerce, Facebook, Financial Analysis, Microsoft Excel
Education
纽约大学 2009 — 2013
学士学位
华东师范大学 2011 — 2011
中文语言证书
West Windsor Plainsboro High School South 2005 — 2009
高中毕业文凭
Chris Scott, CFA's Wealth Management Firm Experience May 2013 - Present
Job Portfolio Manager
Industry Financial Services
Experience
Wealth Management Firm May 2013 - Present
LPL Financial June 2008 - August 2012
US Navy 1997 - 2012
LPL Financial December 2006 - June 2008
Ameriprise Financial Services, Inc. December 2005 - June 2006
Skills
Fixed Income, Mutual Funds, Investment Advisory, Investments, Wealth Management, Equities, Bloomberg, Retirement Planning, Alternative Investments, Financial Advisory, Securities, Trading, Portfolio Management, Strategic Financial..., Asset Allocation, Structured Products, Performance Measurement, Series 7
Education
University of Missouri-Columbia 2001 — 2005
BA, Economics
Wealth Management Firm May 2013 - Present
LPL Financial June 2008 - August 2012
US Navy 1997 - 2012
LPL Financial December 2006 - June 2008
Ameriprise Financial Services, Inc. December 2005 - June 2006
Skills
Fixed Income, Mutual Funds, Investment Advisory, Investments, Wealth Management, Equities, Bloomberg, Retirement Planning, Alternative Investments, Financial Advisory, Securities, Trading, Portfolio Management, Strategic Financial..., Asset Allocation, Structured Products, Performance Measurement, Series 7
Education
University of Missouri-Columbia 2001 — 2005
BA, Economics
Melissa Coon (Stanley-Fulkerson)'s Wealth Management Firm Experience June 2015 - Present
Job Marketing Communications, Event Planning Professional
Industry Marketing and Advertising
Experience
Wealth Management firm June 2015 - Present
DCM Services January 2011 - June 2015
inspireMarketing January 2008 - December 2013
Eaton Corporation July 2008 - January 2010
Novus Print Media March 2003 - February 2008
Amplifon August 1997 - March 2003
Sitma, USA 1995 - 1996
Skills
Media Planning, Lead Generation, B2B Marketing, Retail, Plannning, Franchising, Marketing Communications, Integrated Marketing, Direct Marketing, Account Management, B2B, Marketing Strategy, Marketing, Email Marketing, Trade Shows, Advertising, Online Advertising, Strategic Planning, Direct Mail, New Business Development, Brand Management, CRM, Online Marketing, Public Relations, Strategy
Education
University of Minnesota-Twin Cities 1989 — 1994
B.A., Corporate Communications
Wealth Management firm June 2015 - Present
DCM Services January 2011 - June 2015
inspireMarketing January 2008 - December 2013
Eaton Corporation July 2008 - January 2010
Novus Print Media March 2003 - February 2008
Amplifon August 1997 - March 2003
Sitma, USA 1995 - 1996
Skills
Media Planning, Lead Generation, B2B Marketing, Retail, Plannning, Franchising, Marketing Communications, Integrated Marketing, Direct Marketing, Account Management, B2B, Marketing Strategy, Marketing, Email Marketing, Trade Shows, Advertising, Online Advertising, Strategic Planning, Direct Mail, New Business Development, Brand Management, CRM, Online Marketing, Public Relations, Strategy
Education
University of Minnesota-Twin Cities 1989 — 1994
B.A., Corporate Communications
Courtney Stanton's Wealth Management Firm Experience May 2015 - Present
Job Intern at Wealth Management Firm
Industry Financial Services
Experience
Wealth Management Firm May 2015 - Present
Nordstrom July 2014 - March 2015
American Eagle Outfitters May 2013 - November 2013
Skills
Sales
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General, GPA: 3.54/4 Deans list: Fall 2013, Spring 2014, Fall 2014
Wealth Management Firm May 2015 - Present
Nordstrom July 2014 - March 2015
American Eagle Outfitters May 2013 - November 2013
Skills
Sales
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General, GPA: 3.54/4 Deans list: Fall 2013, Spring 2014, Fall 2014
Jeff Horn's Wealth Management Firm Experience 2013 - Present
Job
Industry Financial Services
Experience
Wealth Management Firm 2013 - Present
River Birch Group (RBG) 2013 - Present
ARI Network Services, Inc. 2011 - 2013
JLL 2006 - 2011
ARI Network Services, Inc. 2000 - 2006
CyberShift, Inc. 1995 - 2000
Skills
Strategy, Selling, Strategic Planning, Leadership, Salesforce.com, SaaS, Business Development, Lead Generation, Sales Operations, Marketing Strategy, Sales Management, E-commerce, Sales Process, Sales, Go-to-market Strategy
Education
University of North Texas
BBA, Real Estate / Finance
Wealth Management Firm 2013 - Present
River Birch Group (RBG) 2013 - Present
ARI Network Services, Inc. 2011 - 2013
JLL 2006 - 2011
ARI Network Services, Inc. 2000 - 2006
CyberShift, Inc. 1995 - 2000
Skills
Strategy, Selling, Strategic Planning, Leadership, Salesforce.com, SaaS, Business Development, Lead Generation, Sales Operations, Marketing Strategy, Sales Management, E-commerce, Sales Process, Sales, Go-to-market Strategy
Education
University of North Texas
BBA, Real Estate / Finance
Laura Aarnio Laura Aarnio's Wealth Management Firm Experience February 2014 - Present
Job Office Manager
Industry Investment Management
Experience
Wealth Management Firm February 2014 - Present
Digital Insurance January 2010 - April 2011
The Leavitt Group of Atlanta March 2006 - December 2009
Canon Business Solutions March 2004 - May 2005
Skills
Employee Benefits, Account Management
Education
San Diego State University-California State University
Bachlors of Science, Management with Human Resource emphasis
Wealth Management Firm February 2014 - Present
Digital Insurance January 2010 - April 2011
The Leavitt Group of Atlanta March 2006 - December 2009
Canon Business Solutions March 2004 - May 2005
Skills
Employee Benefits, Account Management
Education
San Diego State University-California State University
Bachlors of Science, Management with Human Resource emphasis
Sly Remington Masters Sly Remington Masters's Wealth Management Firm Experience March 2005 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wealth Management Firm March 2005 - Present
Hispanic Scholarship Fund August 2003 - March 2005
Skills
General Ledger, Accounting, Microsoft Excel, Financial Modeling, Financial Reporting, Bank Reconciliation
Education
City College of San Francisco 2005 — 2012
Dance, Argentine Tango, A+
University of California, Berkeley 2006 — 2007
Certificate, Financial Planning
Seattle University 2000 — 2002
Masters, Finance & Human Resources Mgmt.
University of Washington, Michael G. Foster School of Business 1994 — 1999
Business, Accounting
Wealth Management Firm March 2005 - Present
Hispanic Scholarship Fund August 2003 - March 2005
Skills
General Ledger, Accounting, Microsoft Excel, Financial Modeling, Financial Reporting, Bank Reconciliation
Education
City College of San Francisco 2005 — 2012
Dance, Argentine Tango, A+
University of California, Berkeley 2006 — 2007
Certificate, Financial Planning
Seattle University 2000 — 2002
Masters, Finance & Human Resources Mgmt.
University of Washington, Michael G. Foster School of Business 1994 — 1999
Business, Accounting
Lucas Traxler Lucas Traxler's Wealth Management Firm Experience May 2013 - Present
Job Client Account Specialist at Wealth Management Firm
Industry Facilities Services
Experience
Wealth Management Firm May 2013 - Present
Financial Advisors June 2012 - May 2013
Bulldog Fund, LLC May 2012 - May 2013
University of Minnesota Duluth September 2009 - May 2013
University of Minnesota Duluth June 2011 - August 2012
Skills
Microsoft Office, Corporate Finance, Financial Analysis, Internal Communications, junxure, PowerPoint, Microsoft Excel, Microsoft Word, Prezi, Estate Planning, Estate Tax Planning, Equity Research, Technical Analysis, Investment Advisory, Risk Management, Retirement Planning, Income Tax
Education
University of Minnesota-Duluth 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Financial Markets
Wealth Management Firm May 2013 - Present
Financial Advisors June 2012 - May 2013
Bulldog Fund, LLC May 2012 - May 2013
University of Minnesota Duluth September 2009 - May 2013
University of Minnesota Duluth June 2011 - August 2012
Skills
Microsoft Office, Corporate Finance, Financial Analysis, Internal Communications, junxure, PowerPoint, Microsoft Excel, Microsoft Word, Prezi, Estate Planning, Estate Tax Planning, Equity Research, Technical Analysis, Investment Advisory, Risk Management, Retirement Planning, Income Tax
Education
University of Minnesota-Duluth 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Financial Markets
Stephanie Salzano's Wealth Management Firm Experience August 2013 - Present
Job Manager of Internal Operations at a Wealth Management Firm
Industry Investment Management
Experience
Wealth Management Firm August 2013 - Present
Somerville YMCA February 2011 - Present
Tarratax July 2000 - August 2013
Union Center National Bank July 1998 - July 2000
Skills
Bilingual German -..., Certified Green Belt..., Business Analysis, Accounts Payable, Human Resources, Management, Start-ups, Business Planning, Negotiation, Strategic Planning, English, Accounts Receivable, Auditing, Corporate Finance, Non-profits, Teamwork, Six Sigma, Budgets, Logistics, Business Development, Recruiting, Account Management, Business Strategy, New Business Development, Customer Service, Team Building, Program Management, Finance, Software Documentation, Analysis, Due Diligence, Marketing, Fundraising, Leadership
Education
Kean University 2000 — 2003
BS, Mgmt Science/International Business
Rutgers University 2013 — 2013
Mini-MBA, Business Essentials
Wealth Management Firm August 2013 - Present
Somerville YMCA February 2011 - Present
Tarratax July 2000 - August 2013
Union Center National Bank July 1998 - July 2000
Skills
Bilingual German -..., Certified Green Belt..., Business Analysis, Accounts Payable, Human Resources, Management, Start-ups, Business Planning, Negotiation, Strategic Planning, English, Accounts Receivable, Auditing, Corporate Finance, Non-profits, Teamwork, Six Sigma, Budgets, Logistics, Business Development, Recruiting, Account Management, Business Strategy, New Business Development, Customer Service, Team Building, Program Management, Finance, Software Documentation, Analysis, Due Diligence, Marketing, Fundraising, Leadership
Education
Kean University 2000 — 2003
BS, Mgmt Science/International Business
Rutgers University 2013 — 2013
Mini-MBA, Business Essentials
Bryan Kaarlsen, CFP's Wealth Management Firm Experience October 2007 - May 2009
Job KFSG Wealth Management, LLC
Industry Financial Services
Experience
Next Financial June 2008 - Present
Wealth Management Firm October 2007 - May 2009
Northwestern Mutual May 1992 - October 2007
Skills
Retirement Planning, Wealth Management, Wealth Management..., Wealth Accumulation, High Net Worth...
Education
University at Buffalo 1984 — 1989
BS, Psychology
The American College
CLU, ChFC, RHU, REBC
Next Financial June 2008 - Present
Wealth Management Firm October 2007 - May 2009
Northwestern Mutual May 1992 - October 2007
Skills
Retirement Planning, Wealth Management, Wealth Management..., Wealth Accumulation, High Net Worth...
Education
University at Buffalo 1984 — 1989
BS, Psychology
The American College
CLU, ChFC, RHU, REBC
Brenda Kuza's Wealth Management Firm Experience August 2007 - Present
Job Operations and Compliance at Wealth Management Firm
Industry Financial Services
Experience
Wealth Management Firm August 2007 - Present
Skills
Microsoft Office, Customer Service, Leadership, Business Analysis, Finance, Microsoft Excel, Process Improvement, Team Building, Cross-functional Team..., Microsoft Word
Education
Oakland University 2003 — 2007
Bachelor of Arts and Sciences, Finance
Wealth Management Firm August 2007 - Present
Skills
Microsoft Office, Customer Service, Leadership, Business Analysis, Finance, Microsoft Excel, Process Improvement, Team Building, Cross-functional Team..., Microsoft Word
Education
Oakland University 2003 — 2007
Bachelor of Arts and Sciences, Finance
Nicole Brandon's Wealth Management Firm Experience November 2007 - Present
Job .
Industry Financial Services
Experience
Wealth Management Firm November 2007 - Present
Hi-Craft 2005 - 2007
Aon Consulting - Communications 2001 - 2003
Kendall Tarrant Worldwide 1997 - 2001
Skills
Marketing Strategy, Marketing Communications, Project Management, Strategic Planning, Strategy, Leadership, Microsoft Office, Public Speaking, Human Resources, Customer Service
Education
Choate Rosemary Hall
New Lincoln
Rumsey Hall
State University of New York College at Purchase
Wealth Management Firm November 2007 - Present
Hi-Craft 2005 - 2007
Aon Consulting - Communications 2001 - 2003
Kendall Tarrant Worldwide 1997 - 2001
Skills
Marketing Strategy, Marketing Communications, Project Management, Strategic Planning, Strategy, Leadership, Microsoft Office, Public Speaking, Human Resources, Customer Service
Education
Choate Rosemary Hall
New Lincoln
Rumsey Hall
State University of New York College at Purchase
Derek C. Nienaber's Wealth Management Firm Experience March 1997 - April 1998
Job Real Estate Investor
Industry Real Estate
Experience
An Estate of Mine Investors LLC September 2011 - Present
Atlantis Real Estate, Inc. Los Gatos, CA July 2008 - September 2009
Magnum Medical Sales, Inc. January 2006 - June 2008
Historic Boutique Hotel January 2000 - January 2006
Boot It Co. • Atlanta, GA January 1998 - January 2000
Wealth Management Firm March 1997 - April 1998
Skills
Strategic Planning, Marketing, Investment Properties, Team Building, CRM, Leadership Development, Online Advertising, Sales, Leadership, Management, Real Estate, Finance, Sales Management, Training, Investments
Education
University of Georgia - Terry College of Business 1991 — 1994
BBA, International Business
An Estate of Mine Investors LLC September 2011 - Present
Atlantis Real Estate, Inc. Los Gatos, CA July 2008 - September 2009
Magnum Medical Sales, Inc. January 2006 - June 2008
Historic Boutique Hotel January 2000 - January 2006
Boot It Co. • Atlanta, GA January 1998 - January 2000
Wealth Management Firm March 1997 - April 1998
Skills
Strategic Planning, Marketing, Investment Properties, Team Building, CRM, Leadership Development, Online Advertising, Sales, Leadership, Management, Real Estate, Finance, Sales Management, Training, Investments
Education
University of Georgia - Terry College of Business 1991 — 1994
BBA, International Business
Ralph T. Salvatore, CPA/PFS, CFP®'s Wealth Management Firm Experience November 2007 - Present
Job Financial Planner
Industry Investment Management
Experience
Wealth Management Firm November 2007 - Present
Providence Public Schools 1997 - 2007
Education
Providence College 1997 — 1999
Master of Business Administration (MBA), Accounting and Finance
Bryant University 1991 — 1995
Bachelor of Science (B.S.), Accounting
Wealth Management Firm November 2007 - Present
Providence Public Schools 1997 - 2007
Education
Providence College 1997 — 1999
Master of Business Administration (MBA), Accounting and Finance
Bryant University 1991 — 1995
Bachelor of Science (B.S.), Accounting
Teng Leong's Wealth Management Firm Experience February 2015 - Present
Job Investment Analyst
Industry Financial Services
Experience
Wealth Management Firm February 2015 - Present
Wealth Management Firm October 2013 - February 2015
Parade Magazine August 2013 - October 2013
Bloomberg LP December 2012 - July 2013
Hofstra University - Capital One Bank September 2011 - January 2012
Knight Capital Group May 2010 - August 2010
Knight Capital Group June 2008 - May 2010
Knight Capital Group June 2009 - February 2010
Skills
Bloomberg, Accounting, Teaching, Fixed Income, Financial Services, Series 7, Equities, Financial Analysis, Hedge Funds, Vlookup, Microsoft Excel, VBA, Pivot Tables, SAP BW, Financial Markets
Education
Hofstra University 2008 — 2012
BBA, Finance, 3.7
Universiteit van Amsterdam 2010 — 2011
Bachelors, Business
New York Military Academy 2005 — 2008
Wealth Management Firm February 2015 - Present
Wealth Management Firm October 2013 - February 2015
Parade Magazine August 2013 - October 2013
Bloomberg LP December 2012 - July 2013
Hofstra University - Capital One Bank September 2011 - January 2012
Knight Capital Group May 2010 - August 2010
Knight Capital Group June 2008 - May 2010
Knight Capital Group June 2009 - February 2010
Skills
Bloomberg, Accounting, Teaching, Fixed Income, Financial Services, Series 7, Equities, Financial Analysis, Hedge Funds, Vlookup, Microsoft Excel, VBA, Pivot Tables, SAP BW, Financial Markets
Education
Hofstra University 2008 — 2012
BBA, Finance, 3.7
Universiteit van Amsterdam 2010 — 2011
Bachelors, Business
New York Military Academy 2005 — 2008
Rod Gaudin's Wealth Management Firm Experience 2013 - Present
Job Investment Management Professional at a Wealth Management Firm
Industry Investment Management
Experience
Wealth Management Firm 2013 - Present
American Funds 2009 - 2012
American Funds June 1998 - June 2009
American Funds 2005 - 2009
Self Employed Financial Planning Consultant 1996 - 1998
Pilgrim America Securities, Inc January 1996 - September 1996
H.D. Vest Financial Services 1991 - 1996
Texas Commerce Bank 1983 - 1991
Skills
Mutual Funds, Series 7, Series 63, Series 24, Asset Allocation, 529 Plans, 401k, Investments, Securities, Investment Strategies, Retirement Planning, Equities, Wealth Management, Investment Advisory, Bonds, Relationship Management
Education
The University of Texas at Austin 1978 — 1982
Bachelor of Business Administration (BBA), Finance, General
Wealth Management Firm 2013 - Present
American Funds 2009 - 2012
American Funds June 1998 - June 2009
American Funds 2005 - 2009
Self Employed Financial Planning Consultant 1996 - 1998
Pilgrim America Securities, Inc January 1996 - September 1996
H.D. Vest Financial Services 1991 - 1996
Texas Commerce Bank 1983 - 1991
Skills
Mutual Funds, Series 7, Series 63, Series 24, Asset Allocation, 529 Plans, 401k, Investments, Securities, Investment Strategies, Retirement Planning, Equities, Wealth Management, Investment Advisory, Bonds, Relationship Management
Education
The University of Texas at Austin 1978 — 1982
Bachelor of Business Administration (BBA), Finance, General
Beth Lardie's Wealth Management Firm Experience 1988 - 2011
Job Registered Sales Associate
Industry Financial Services
Experience
none January 2014 - Present
Robert W. Baird & Co. 2012 - 2013
Wealth Management Firm 1988 - 2011
Education
California State University, Fresno 1982 — 1986
B.S., Finance
none January 2014 - Present
Robert W. Baird & Co. 2012 - 2013
Wealth Management Firm 1988 - 2011
Education
California State University, Fresno 1982 — 1986
B.S., Finance