Wealth Management Group LLC
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Wealth Management Group LLC Employees
Employee
Years
Job
Industry
PETYA YORDANOVA PETYA YORDANOVA's Wealth Management Group LLC Experience January 2015 - Present
Job Financial Service Specialist
Industry Financial Services
Experience
Wealth Management Group, LLC January 2015 - Present
East Coast Property Management May 2013 - January 2015
Thresholds, INC November 2010 - May 2013
Skills
Customer Service, Office Administration, Microsoft Office, Medical Billing, Medical Records, Organizational..., Time Management, Office Management, Administrative..., Spreadsheets, Critical Thinking, Microsoft Word, Data Entry, Telephone Skills, Outlook, Teamwork, Microsoft Excel, Confidentiality, Management, Clerical Skills, File Management, Bookkeeping
Education
Wilmington University , Wilmington, DE 2013 — 2015
Bachelor's degree, Finance
Delaware Technical and Community College-Owens
General Business, Management Studies
Technical University - Varna, Bulgaria
Master's degree, Ecology and Environmental Studies
Wealth Management Group, LLC January 2015 - Present
East Coast Property Management May 2013 - January 2015
Thresholds, INC November 2010 - May 2013
Skills
Customer Service, Office Administration, Microsoft Office, Medical Billing, Medical Records, Organizational..., Time Management, Office Management, Administrative..., Spreadsheets, Critical Thinking, Microsoft Word, Data Entry, Telephone Skills, Outlook, Teamwork, Microsoft Excel, Confidentiality, Management, Clerical Skills, File Management, Bookkeeping
Education
Wilmington University , Wilmington, DE 2013 — 2015
Bachelor's degree, Finance
Delaware Technical and Community College-Owens
General Business, Management Studies
Technical University - Varna, Bulgaria
Master's degree, Ecology and Environmental Studies
Josh Hovda Josh Hovda's Wealth Management Group LLC Experience January 2013 - October 2014
Job Advisory Assistant
Industry Financial Services
Experience
Financial Services Planning and Investments and The Doctors Financial Resource October 2014 - Present
Wealth Management Group, LLC January 2013 - October 2014
Aspen Skiing Company 2008 - 2012
International Summer Camp 2007 - 2012
C.H. Robinson Worldwide Logistics 2007 - 2008
Quikrete Concrete Company 2004 - 2008
University of New Mexico 2003 - 2006
Skills
Employee Benefits, Insurance, Sales, Disability Insurance, Life Insurance, Health Insurance, Term Life Insurance, Customer Service, Long-term Care, Fixed Annuities, Leadership, Management, Training, 401k, Analysis, Human Resources, Business Development, Public Speaking, Microsoft Excel, Marketing, Microsoft Office, Social Media, Series 7, Retirement Planning, Financial Planning, Securities, ETFs, Mutual Funds, Wealth Management, Small Business...
Education
The University of New Mexico 2002 — 2008
Bachelor of Business Administration (B.B.A.), International Business
Sandia High School 1998 — 2002
High School Diploma
Financial Services Planning and Investments and The Doctors Financial Resource October 2014 - Present
Wealth Management Group, LLC January 2013 - October 2014
Aspen Skiing Company 2008 - 2012
International Summer Camp 2007 - 2012
C.H. Robinson Worldwide Logistics 2007 - 2008
Quikrete Concrete Company 2004 - 2008
University of New Mexico 2003 - 2006
Skills
Employee Benefits, Insurance, Sales, Disability Insurance, Life Insurance, Health Insurance, Term Life Insurance, Customer Service, Long-term Care, Fixed Annuities, Leadership, Management, Training, 401k, Analysis, Human Resources, Business Development, Public Speaking, Microsoft Excel, Marketing, Microsoft Office, Social Media, Series 7, Retirement Planning, Financial Planning, Securities, ETFs, Mutual Funds, Wealth Management, Small Business...
Education
The University of New Mexico 2002 — 2008
Bachelor of Business Administration (B.B.A.), International Business
Sandia High School 1998 — 2002
High School Diploma
Tanya Croteau Tanya Croteau's Wealth Management Group LLC Experience October 2003 - April 2012
Job Owner of barre n9ne® studio. A boutique barre & Pilates studio offering group fitness classes and personal training.
Industry Health, Wellness and Fitness
Experience
barre n9ne® studio March 2010 - Present
Wealth Management Group, LLC October 2003 - April 2012
Education
Suffolk University - Sawyer Business School 2001 — 2003
Bachelor's Degree, Management
Marian Court Colllege 1999 — 2001
Associates, Business Management and Accounting
barre n9ne® studio March 2010 - Present
Wealth Management Group, LLC October 2003 - April 2012
Education
Suffolk University - Sawyer Business School 2001 — 2003
Bachelor's Degree, Management
Marian Court Colllege 1999 — 2001
Associates, Business Management and Accounting
Michael J. O'Connell, CFP Michael J. O'Connell, CFP's Wealth Management Group LLC Experience June 1998 - Present
Job Partner at Wealth Management Group, LLC
Industry Financial Services
Experience
Wealth Management Group, LLC June 1998 - Present
Skills
Wealth Management, Retirement, Securities, Financial Advisory, Insurance, Series 7, Retirement Planning
Education
The College of New Jersey 1994 — 1998
BS, Finance
Lakeland Regional High School 1990 — 1994
Wealth Management Group, LLC June 1998 - Present
Skills
Wealth Management, Retirement, Securities, Financial Advisory, Insurance, Series 7, Retirement Planning
Education
The College of New Jersey 1994 — 1998
BS, Finance
Lakeland Regional High School 1990 — 1994
Ryan Beliveau's Wealth Management Group LLC Experience July 2009 - Present
Job Past President, Board Member at Westfeld Jaycees
Industry Financial Services
Experience
Westfeld Jaycees August 2010 - Present
National Alopecia Areata Foundation March 2010 - Present
Wealth Management Group, LLC July 2009 - Present
American Federal Mortgage Corp January 2009 - April 2009
Sussex Skyhawks May 2008 - October 2008
Sussex Skyhawks 2007 - 2007
Education
Misericordia University 2004 — 2008
BS, Management
Newton High School 2000 — 2004
Westfeld Jaycees August 2010 - Present
National Alopecia Areata Foundation March 2010 - Present
Wealth Management Group, LLC July 2009 - Present
American Federal Mortgage Corp January 2009 - April 2009
Sussex Skyhawks May 2008 - October 2008
Sussex Skyhawks 2007 - 2007
Education
Misericordia University 2004 — 2008
BS, Management
Newton High School 2000 — 2004
Bob Rothe, CFP® Bob Rothe, CFP®'s Wealth Management Group LLC Experience July 2011 - Present
Job President, Wealth Management Group, LLC
Industry Investment Management
Experience
Wealth Management Group, LLC July 2011 - Present
Fortune Financial Services, LLC January 1990 - August 2011
Walnut Street Securities 1988 - 2006
A, G. Edwards 1984 - 1988
Eppler Guerin & Turner 1979 - 1984
United States Air Force 1973 - 1979
Skills
Asset Management, Retirement Planning, Investments, Financial Planning, Portfolio Management
Education
Southern Methodist University 1968 — 1972
BA, Political Science
Brownwood High School 1964 — 1968
Wealth Management Group, LLC July 2011 - Present
Fortune Financial Services, LLC January 1990 - August 2011
Walnut Street Securities 1988 - 2006
A, G. Edwards 1984 - 1988
Eppler Guerin & Turner 1979 - 1984
United States Air Force 1973 - 1979
Skills
Asset Management, Retirement Planning, Investments, Financial Planning, Portfolio Management
Education
Southern Methodist University 1968 — 1972
BA, Political Science
Brownwood High School 1964 — 1968
Ronald Vascik Jr CPA Ronald Vascik Jr CPA's Wealth Management Group LLC Experience January 2001 - Present
Job Raymond F. Book & Associates, P.A.
Industry Accounting
Experience
Wealth Management Group LLC January 2001 - Present
Raymond F. Book & Associates, P.A. November 1989 - Present
Skills
Retirement Planning
Education
Delaware State University 1986 — 1990
Accounting & Business Administration
Wealth Management Group LLC January 2001 - Present
Raymond F. Book & Associates, P.A. November 1989 - Present
Skills
Retirement Planning
Education
Delaware State University 1986 — 1990
Accounting & Business Administration
Lisa Belmonte's Wealth Management Group LLC Experience August 2013 - Present
Job Marketing Associate at Wealth Management Group, LLC
Industry Financial Services
Experience
Wealth Management Group, LLC August 2013 - Present
Skills
Marketing Communications, Marketing, Marketing Strategy, Customer Service, Public Speaking, Advertising, Management, Social Media, Leadership, Team Building
Education
Northern Illinois University 1989 — 1993
Bachelor’s Degree, Dietetics and Food Science
Resurrection High School 1984 — 1988
High School, General
Wealth Management Group, LLC August 2013 - Present
Skills
Marketing Communications, Marketing, Marketing Strategy, Customer Service, Public Speaking, Advertising, Management, Social Media, Leadership, Team Building
Education
Northern Illinois University 1989 — 1993
Bachelor’s Degree, Dietetics and Food Science
Resurrection High School 1984 — 1988
High School, General
John Valenti John Valenti's Wealth Management Group LLC Experience May 2014 - Present
Job Financial Advisor at Wealth Management Group, LLC
Industry Financial Services
Experience
Wealth Management Group. LLC May 2014 - Present
CFO Outsource Services March 2012 - April 2014
Westside Transload LLC April 2009 - April 2012
ING Financial Services March 1999 - March 2009
Yamaichi International Securities 1996 - 1998
Cantor Fitzgerald 1987 - 1995
Skills
Cash Management, Finance, Treasury, Financial Reporting, Financial Analysis, Financial Audits, Internal Controls, Sarbanes-Oxley Act, Financial Modeling, Accounting, Variance Analysis, Strategic Financial..., SEC filings, Due Diligence, Corporate Finance, Capital Markets, Financial Risk, Investment Banking, Product Control, Financial Accounting, Account Reconciliation, Fixed Income, Bonds, Derivatives, Auditing, Valuation, Risk Management, Essbase, Accounts Receivable, Fixed Assets, Accounts Payable, General Ledger, Payroll, QuickBooks, Bookkeeping, Interest Rate Swaps
Education
Seton Hall University 1983 — 1987
Bachelor of Science (BS), Accounting and Finance
Marist High School, Bayonne, NJ 1979 — 1983
Wealth Management Group. LLC May 2014 - Present
CFO Outsource Services March 2012 - April 2014
Westside Transload LLC April 2009 - April 2012
ING Financial Services March 1999 - March 2009
Yamaichi International Securities 1996 - 1998
Cantor Fitzgerald 1987 - 1995
Skills
Cash Management, Finance, Treasury, Financial Reporting, Financial Analysis, Financial Audits, Internal Controls, Sarbanes-Oxley Act, Financial Modeling, Accounting, Variance Analysis, Strategic Financial..., SEC filings, Due Diligence, Corporate Finance, Capital Markets, Financial Risk, Investment Banking, Product Control, Financial Accounting, Account Reconciliation, Fixed Income, Bonds, Derivatives, Auditing, Valuation, Risk Management, Essbase, Accounts Receivable, Fixed Assets, Accounts Payable, General Ledger, Payroll, QuickBooks, Bookkeeping, Interest Rate Swaps
Education
Seton Hall University 1983 — 1987
Bachelor of Science (BS), Accounting and Finance
Marist High School, Bayonne, NJ 1979 — 1983
Kenni Tobe, JD Kenni Tobe, JD's Wealth Management Group LLC Experience March 2005 - September 2013
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
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
Billy Stanage Jr. AIF's Wealth Management Group LLC Experience 2002 - Present
Job Owner, Wealth Management Group LLC
Industry Financial Services
Experience
Wealth Management Group, LLC 2002 - Present
Financial Network Investment Corporation 2000 - 2002
Valley Welders Supply 1997 - 2000
Skills
Risk Management, Financial Forecasting, Asset Protection, Revenue & Profit Growth, Portfolio Optimization, Business Strategy, Client Aquisition, Social Networking, Creative Services
Education
The University of New Mexico 1977 — 1981
Highland High School
High School Diploma, General Studies
Wealth Management Group, LLC 2002 - Present
Financial Network Investment Corporation 2000 - 2002
Valley Welders Supply 1997 - 2000
Skills
Risk Management, Financial Forecasting, Asset Protection, Revenue & Profit Growth, Portfolio Optimization, Business Strategy, Client Aquisition, Social Networking, Creative Services
Education
The University of New Mexico 1977 — 1981
Highland High School
High School Diploma, General Studies
David Bolanos's Wealth Management Group LLC Experience December 2007 - Present
Job Wealth Advisor at Wealth Management Group LLC
Industry Investment Management
Experience
Wealth Management Group LLC December 2007 - Present
New England Financial September 2006 - December 2007
Skills
Investments, Wealth Management, Financial Analysis, Life Insurance, Series 63, Wealth Management..., Estate Planning, Consulting, Portfolio Management, Financial Services, Fixed Annuities, Retirement Planning, Securities, Insurance, Retirement, Disability Insurance
Education
University of Iowa
Wealth Management Group LLC December 2007 - Present
New England Financial September 2006 - December 2007
Skills
Investments, Wealth Management, Financial Analysis, Life Insurance, Series 63, Wealth Management..., Estate Planning, Consulting, Portfolio Management, Financial Services, Fixed Annuities, Retirement Planning, Securities, Insurance, Retirement, Disability Insurance
Education
University of Iowa
Bruce Boehmer's Wealth Management Group LLC Experience June 2006 - December 2014
Job Retired
Industry Leisure, Travel & Tourism
Experience
Retirement Inc. January 2015 - Present
Wealth Management Group, LLC June 2006 - December 2014
Kraft Foods April 2001 - February 2006
Skills
Financial Reporting, Financial Planning, Budgeting, Sales Management, Cross-functional Team..., Consumer Products, FMCG, Product Development, Forecasting, Management, Strategic Planning, Budgets, Food Industry
Education
University of Delaware 1965 — 1969
BS, Business Administration
Holy Cross High School
Retirement Inc. January 2015 - Present
Wealth Management Group, LLC June 2006 - December 2014
Kraft Foods April 2001 - February 2006
Skills
Financial Reporting, Financial Planning, Budgeting, Sales Management, Cross-functional Team..., Consumer Products, FMCG, Product Development, Forecasting, Management, Strategic Planning, Budgets, Food Industry
Education
University of Delaware 1965 — 1969
BS, Business Administration
Holy Cross High School
Isaida Ferrari's Wealth Management Group LLC Experience September 2010 - Present
Job Employee Benefits Specialist
Industry Insurance
Experience
Wealth Management Group LLC September 2010 - Present
Education
The University of New Mexico 2004 — 2008
BA, Comunication/Health Science
Wealth Management Group LLC September 2010 - Present
Education
The University of New Mexico 2004 — 2008
BA, Comunication/Health Science
Danny Stith's Wealth Management Group LLC Experience January 1979 - Present
Job CEO at Wealth Management Group, LLC
Industry Financial Services
Experience
Wealth Management Group, LLC January 1979 - Present
Skills
Investment Advisory, Strategic Financial..., Retirement Planning, Wealth Management, Investments
Education
Oklahoma State University 1974 — 1978
Finance, General
Bishop McGuinness High School 1970 — 1974
Wealth Management Group, LLC January 1979 - Present
Skills
Investment Advisory, Strategic Financial..., Retirement Planning, Wealth Management, Investments
Education
Oklahoma State University 1974 — 1978
Finance, General
Bishop McGuinness High School 1970 — 1974