Wealth Management Group

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Wealth Management Group Employees

Employee
Years
Job
Industry
Angela Graham-Fischer Angela Graham-Fischer Shelbyville, Indiana Details
Angela Graham-Fischer's Wealth Management Group Experience March 2009 - May 2010
Job Emergency Department Registered Nurse at Major Hospital/Major Health Partners
Industry Hospital & Health Care
Experience
Major Hospital/Major Health Partners  January 2014 - Present
Major Hospital/Major Health Partners  June 2012 - Present
Major Hospital/Major Health Partners  May 2010 - June 2012
Wealth Management Group   March 2009 - May 2010
Wells Fargo Bank, NA  May 2005 - March 2009

Skills
Team Leadership, Public Relations, Communication, Corporate Events, Event Planning, Corporate Communications, Community Outreach, Office Administration, Holistic Health, Nursing, Healthcare, EMR, Hospitals, Patient Education, IV, Medication..., Medical/Surgical, Telemetry, Surgery, ACLS, Meditech, Direct Patient Care, BLS, Inpatient, Patient Safety, PALS, Quality Patient Care, Microsoft Office, Post Anesthesia Care, Interviews, Cpr Certified, Management, Customer Service, Patient Advocacy, Cardiac Monitoring, Nursing Process, Medical Terminology, Therapeutic..., PICC lines, EKG, Central Lines, Wound Care, Vital Signs, Epic Systems, Nursing Care, Emergency Room, Nursing Documentation, Cardiac Care, Acute Care, Emergency Nursing

Education
IUPUC   2014 — 2015
BSN, Registered Nursing/Registered Nurse

Harrison College-Indianapolis   2010 — 2012
Associate's degree, Registered Nursing/Registered Nurse

Ivy Tech Community College   2008 — 2010
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services

Clinical Rotations   2010 — 2012
Medical/Surgical

Community East Hospital   2010 — 2012

Community South Hospital   2010 — 2012

St. Vincent’s Hospital   2010 — 2012

Greg Smalley Greg Smalley Greater Nashville Area Details
Greg Smalley's Wealth Management Group Experience May 2003 - February 2005
Job Wealth Management Consultant
Industry Insurance
Experience
Saybrus Partners  March 2011 - Present
Farmers Insurance & Financial Services  July 2009 - February 2011
Wells Fargo Auto Finance  February 2006 - July 2009
Southeast Signature Motors   February 2005 - February 2006
Wealth Management Group   May 2003 - February 2005

Education
Middle Tennessee State University   1990 — 1995
Bachelor, Finance

Mark T. Ealy, CFP, CPA Mark T. Ealy, CFP, CPA Greater San Diego Area Details
Mark T. Ealy, CFP, CPA's Wealth Management Group Experience January 2002 - Present
Job Independent Wealth Manager
Industry Investment Management
Experience
Wealth Management Group   January 2002 - Present

Skills
Retirement Planning, Investments, Mutual Funds, Financial Advisory, 401k, IRAs, Real Estate, Investment Management, Strategic Financial..., Wealth Management, Strategic Planning, Insurance, Portfolio Management, Asset Managment, Finance, Public Speaking, Sales Management, New Business Development, Estate Planning, Asset Allocation, Financial Planners, Wealth

Education
University of Detroit Mercy   1982 — 1986
Accounting and Finance

Pat Sheridan AIF® Pat Sheridan AIF® Athens, Georgia Details
Pat Sheridan AIF®'s Wealth Management Group Experience January 1997 - April 2006
Job CEO at Broad Street Capital Advisors, LLC
Industry Investment Management
Experience
Broad Street Capital Advisors, LLC  April 2006 - Present
Wealth Management Group   January 1997 - April 2006
Smith Barney Inc  1984 - 1997
Smith Barney  1984 - 1995

Skills
Asset Allocation, Financial Advisory, Investment Banking, Retirement, Series 7, Mutual Funds, 401k, Management Consulting, Series 63, Alternative Investments, Executive Management, Investment Advisory, Wealth Management, Retirement Planning, Investments, Securities, Asset Management

Education
The University of Georgia   1974 — 1978
Economics

Arika Baria-Garcia Arika Baria-Garcia San Francisco, California Details
Arika Baria-Garcia's Wealth Management Group Experience July 2007 - November 2010
Job Wealth Planning Associate
Industry Investment Banking
Experience
Wells Fargo Private Bank  November 2010 - Present
Wells Fargo Wealth Management Group  September 2012 - July 2013
Wealth Management Group   July 2007 - November 2010

Skills
Project Management, Event Planning, Program Coordination, Budgets, Wealth Management, Administrative..., Management, Sales, CRM, Accounting, Event Management, Strategic Financial..., Customer Service, Marketing, Recruiting

Education
Merced College
Associates, Journalism

San Francisco State University
B.S, Communications

Daniel Stith Jr. Daniel Stith Jr. Oklahoma City, Oklahoma Area Details
Daniel Stith Jr.'s Wealth Management Group Experience September 2014 - Present
Job
Industry Financial Services
Experience
Wealth Management Group   September 2014 - Present
Osla Student Loan Servicing   May 2013 - September 2014
CBEW Professional Group   May 2012 - May 2013
Karsten Creek Golf Club  May 2011 - May 2012

Skills
Public Speaking, Golf Instruction, Microsoft Office, Sales, Research, Personal Finance, Retirement Planning, Financial Accounting

Education
Oklahoma State University   2010 — 2013
Bachelor's degree, Accounting and Finance

University of Central Oklahoma   2008 — 2010
Bachelor's degree, Accounting and Finance

Andrew Walther, CFA Andrew Walther, CFA New York, New York Details
Andrew Walther, CFA's Wealth Management Group Experience August 2009 - May 2013
Job VP / Quantitative Analyst
Industry Investment Management
Experience
Investment Strategy   June 2013 - Present
Wealth Management Group   August 2009 - May 2013
AllianceBernstein  July 2007 - July 2009
Booz Allen Hamilton  June 2006 - August 2006

Skills
Asset Allocation, Portfolio Management, Quantitative Analytics, Portfolio Optimization, Matlab

Education
Columbia University in the City of New York   2003 — 2007
Bachelor of Arts (B.A.), Computer Science

Kenni Tobe, JD Kenni Tobe, JD Sacramento, California Area Details
Kenni Tobe, JD's Wealth Management Group Experience March 2000 - March 2005
Job RE Investor & Writer
Industry Commercial Real Estate
Experience
The DealFlow Group   November 2013 - Present
Wealth Management Group, LLC  March 2005 - September 2013
Wealth Management Group   March 2000 - March 2005
CollegeFund   1994 - 1997
Executive Place   1987 - 1988
Video Products Distributors  1980 - 1988

Skills
Start-ups, Strategy, Real Estate, Private Equity, Commercial Real Estate, Investment Properties, Investors

Education
Lincoln Law School   1984 — 1988
Law

Syracuse University   1974 — 1978
Mass Communication/Media Studies & International Relations

Joe Vahlberg Joe Vahlberg Oklahoma City, Oklahoma Area Details
Joe Vahlberg's Wealth Management Group Experience January 2011 - Present
Job Financial Advisor at Wealth Management Group
Industry Financial Services
Experience
Wealth Management Group   January 2011 - Present
Oklahoma State University MBA Association   January 2010 - December 2010
Securian Advisors MidAmerica, Inc.   May 2010 - August 2010
Express Employment Professionals  July 2009 - January 2010
Oklahoma State University Athletic Department  August 2007 - August 2009
Campus Crusade for Christ  May 2008 - August 2008
PGA of America  June 2007 - August 2007

Skills
Series 7, Series 66, Financial Planning, Money Management, Investment Management, Public Speaking, Budgets, Strategic Planning, Financial Analysis, Microsoft Office, Research, Business Strategy, Team Leadership, Developing Client..., CRM software, Data Analysis, Teamwork, Fundraising, Organizational..., Change Management, Event Planning, Business Transformation, Leadership, Team Building, Organizational..., Marketing, Big Picture View, Problem Solving, Analysis, Systems Thinking, Critical Thinking, Project Management, Process Improvement, Strategic Communications, Organizational..., Investments, Microsoft Excel, Customer Service, PowerPoint, Management

Education
Oklahoma State University   2009 — 2010
MBA, Risk Management

Oklahoma State University   2005 — 2009
Bachelor's of Science, Sports Management

Darone Littleton Darone Littleton Greater Philadelphia Area Details
Darone Littleton's Wealth Management Group Experience 2001 - 2005
Job Manager Retail Division Contingency at Vanguard
Industry Financial Services
Experience
Vanguard  March 2015 - Present
Vanguard  January 2013 - March 2015
Vanguard  July 2012 - December 2012
Vanguard Investments Australia   July 2011 - June 2012
The Vanguard Group  December 2008 - July 2011
The KLJ Group   2006 - 2009
Wealth Management Group   2001 - 2005

Skills
Business Analysis, Project Management, IT Procurement, Financial Analysis, Strategy, Relationship Management, International Project..., Contract Negotiation, Risk Management, Procurement, Vendor Management, Financial Services, Business Process...

Education
Emory University - Goizueta Business School   1997 — 2001
MBA, Corporate Finance

Emory University School of Law   1997 — 2001
JD, Corporate Finance Law

Morehouse College   1993 — 1997
BA, Finance

Troy High School   1989 — 1993
Diploma, Math, Science

Cameron Sevy Cameron Sevy Provo, Utah Area Details
Cameron Sevy's Wealth Management Group Experience July 2011 - Present
Job "Generational Wealth"​ Strategist Protect and Grow What You Save Build Your "Family Bank"!
Industry Financial Services
Experience
Managed Wealth Financial  August 2011 - Present
Wealth Management Group   July 2011 - Present
Professional Actors Conservatory of Salt Lake   1996 - 2010

Skills
Entrepreneurship, Small Business

Education
Brigham Young University   1993 — 1996
BFA, Music - Dance - Theater

Brigham Young University - Idaho   1975 — 1976
General Studies

Pete Osborn Osborn Pete Osborn Osborn Albuquerque, New Mexico Area Details
Pete Osborn Osborn's Wealth Management Group Experience June 2006 - September 2009
Job Substitute Teacher at Albuquerque Public Schools
Industry Primary/Secondary Education
Experience
Albuquerque Public Schools  April 2009 - Present
Wealth Management Group   June 2006 - September 2009
Canberra Industries  July 2001 - April 2004

Education
NIST   1993 — 1994
Certification, Health Physics

University of Maryland College Park   1964 — 1971
BS, Marketing Economics