Wingate Wealth Advisors
Address: 450 Bedford St, Lexington, MA 02420 Hours: Closed ⋅ Opens 9AM Mon SaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (781) 862-7100: Website: Category: : : : Place name: : : Website: http://www.wingatewealthadvisors.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Wingate Wealth Advisors, LLC Posting publicly on the Web Write a review Reviews 1 Google review
Wingate Wealth Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wingate Wealth Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Wingate Wealth Advisors Employees
Charles Schwab April 2014 - Present
Wingate Wealth Advisors January 2007 - April 2014
IKEA Massachusetts June 2005 - January 2007
MIT Lincoln Laboratory June 2002 - June 2004
Skills
Salesforce.com..., Salesforce.com, Business Analysis, Help Desk Support, Project Management, Cloud Computing, Microsoft Office, Windows, Disaster Recovery, XP, System Administration, Security, Windows 7, Virtualization, Information Technology, Training, Troubleshooting
Education
Northeastern University 2000 — 2005
BS, Computer Engineering Technology
Wingate Wealth Advisors August 2013 - Present
Wingate Wealth Advisors June 2004 - July 2013
Wingate Wealth Advisors, Inc. September 2000 - June 2004
Oxford Health Plans October 1995 - September 2000
Skills
Microsoft Office, Windows, Microsoft Excel, Salesforce.com, Training, Accounts Payable, Payroll, Data Entry, Outlook, Worldox, Portfolio Center, Goldmine, Sage MAS90, CAMS, Access, Account Reconciliation, NetDocuments, Assemblage, Microsoft Word, Typing, ADP Payroll, Health Insurance, Collections, Fundraising, Volunteering, Retail Sales, Bill Payment, Operations Management, Orion, Event Planning, QuickBooks
Education
School for Lifelong Learning 1983 — 1984
Certificate Program, Early Childhood Education and Teaching
Dover Area High School 1965 — 1971
High School Diploma, Academic
Nashua Community College
Accounting
Breckinridge Capital Advisors October 2014 - Present
Wingate Wealth Advisors June 2013 - October 2014
Sagamore II Sales LLC & Metalflake Corporation May 2011 - June 2013
Symtrax November 2012 - April 2013
Skills
Customer Service, Customer Satisfaction, Team Leadership, Sales, Sales Promotion, Salesforce.com, Social Networking, Schwab Institutional, Financial Services, Microsoft Office, Analysis, Management, Typing, Accounting, Social Media Marketing, QuickBooks, PowerPoint, Facebook, Social Media, Outlook, Time Management, Microsoft Excel, Marketing, Account Management, Research, Event Planning, CRM, Market Research, Microsoft Word, Leadership, Recruiting, Marketing Strategy, Event Management, Data Analysis, Teamwork, Access
Education
University of New Hampshire 2008 — 2012
Bachelor's Degree, Political Science and Sociology
Daintree Advisors LLC September 2011 - Present
Wells Fargo 1997 - 2011
CBIZ Tofias 1992 - 1997
KPMG US 1989 - 1992
Wingate Wealth Advisors 1985 - 1989
Education
Bentley College
Bachelor's degree, Accounting
Bentley University
Master's degree, Taxation
UCLA Anderson School of Management
MBA
Wingate Wealth Advisors 1999 - Present
State Street Bank January 1994 - September 1998
Bay Bank 1993 - 1994
Skills
Strategic Financial..., Investment Strategies, Asset Allocation, Manager Selection, Client-centric..., Research / Financial..., Create Financial..., Client Consulting /..., Portfolio Management, Business Intelligence, Mutual Funds, Persuasive & Articulate..., Investments, Financial Services, Asset Management, Financial Advisory, Wealth Management
Education
College for Financial Planning 2007 — 2009
Certified Financial Planner, CFP
Gettysburg College 1987 — 1991
Bachelor of Arts (B.A.), History
Wingate Wealth Advisors January 2002 - Present
Prudential Securities May 1993 - September 2001
Prudential Securities 1988 - 1993
Skills
Retirement Planning, Divorce Planning, Strategic Financial..., Wealth Management, Asset Managment, Asset Allocation, Investment Consulting, Business Intelligence..., Interpret Analytical..., Financial Solution..., Tech-savvy; Finance..., Business Administration, Account Management, Client-centric Service..., Persuasive and..., Series 65
Education
Northeastern University 1996 — 1998
Certified Financial Planner, Financial
Institute for Divorce Financial Analysts 2002 — 2003
CDFA, Certified Divorce Financial Analyst
Florida Atlantic University 1982 — 1984
Antoon J Khouri's Oriental Rugs May 2007 - Present
Wingate Wealth Advisors June 2013 - Present
Granite Telecommunications June 2014 - August 2014
OpenMobile World Wide Inc. January 2013 - May 2013
Holliston Extended Day June 2007 - August 2011
Town of Millis January 2011 - March 2011
Skills
Mobile Applications, Mobile Devices, Android, Mobile Technology, Mobile Communications, Microsoft Excel, Windows 7, Access, Microsoft Office, Project Management, Management, Process Improvement, Customer Service, Social Networking, Marketing, Task Driven
Education
Isenberg School of Management, UMass Amherst 2011 — 2016
Bachelor of Business Administration (BBA), Financial Analyst, Senior
University of Massachusetts, Amherst 2011 — 2016
Bachelor of Arts (B.A.), Economics, Senior
Wingate Wealth Advisors April 2003 - Present
American Express Financial Advisors September 1999 - April 2003
Skills
Portfolio Management, Investments, Wealth Management, Mutual Funds, Asset Management, Retirement Planning, Asset Allocation, Financial Planning, Financial Services
Education
Suffolk University Law School 1996 — 1999
JD
Boston College 1992 — 1996
BS, Business, Accounting
New Hampshire Charitable Foundation January 2014 - Present
The Boston Foundation December 2012 - January 2014
Wingate Wealth Advisors October 2009 - December 2012
Wingate Financial February 2009 - October 2011
Charles Schwab 2002 - 2007
Charles Schwab June 2000 - January 2002
Schwab Institutional 1998 - 2000
Fidelity Investments 1996 - 1998
Skills
Estate Planning, Retirement Planning, Investments, Asset Allocation, Asset Managment, Project Management, Social Media Marketing, Marketing Strategy, Salesforce.com, Miller Heiman Sales..., Investment Management, Financial Advisory, Financial Services, Asset Management, FINRA, 401k, New Business Development, Management, Investment Strategies, Fixed Annuities, Retirement, Sales, Series 6, Securities, Financial Planners, Business Planning, High Net Worth...
Education
University of New Hampshire 1989 — 1993
BA, English
Certified Trainer for 21/64
Lesley University 1991 — 1993
Wingate Wealth Advisors Captain, USNR-RUS Navy Submarine Force1963 - 1985
Skills
Strategic Financial...
Education
The Wharton School, University of Pennsylvania 1970 — 1972
MBA, Finance and Financial Management Services
Rensselaer Polytechnic Institute 1959 — 1963
BSME, Mechanical Engineering