Wingate Wealth Advisors

Description

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.

Wingate Wealth Advisors Salaries. You can even request information on how much does Wingate Wealth Advisors pay if you want to. Learn about salaries, pros and cons of working for Wingate Wealth Advisors directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

11 Wingate Wealth Advisors employees in database. Find out everything there's to know about Wingate Wealth Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Wingate Wealth Advisors Employees

Employee
Years
Job
Industry
Jonathan Wojtkun Jonathan Wojtkun Greater Boston Area Details
Jonathan Wojtkun's Wingate Wealth Advisors Experience January 2007 - April 2014
Job Senior Technology Consultant
Industry Information Technology and Services
Experience
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

Sue Duncan Wilkinson Sue Duncan Wilkinson Lexington, Massachusetts Details
Sue Duncan Wilkinson's Wingate Wealth Advisors Experience August 2013 - Present
Job Office Manager at Wingate Wealth Advisors
Industry Financial Services
Experience
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

Melanie Lees Melanie Lees Greater San Diego Area Details
Melanie Lees's Wingate Wealth Advisors Experience June 2013 - October 2014
Job Client Services Associate at Breckinridge Capital Advisors
Industry Financial Services
Experience
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

Lauren Desforge Lauren Desforge Boston, Massachusetts Details
Lauren Desforge's Wingate Wealth Advisors Experience 1985 - 1989
Job Managing Director, Senior Client Advisor at Daintree Advisors LLC
Industry Financial Services
Experience
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

Matthew Lasker Matthew Lasker Greater Boston Area Details
Matthew Lasker's Wingate Wealth Advisors Experience 1999 - Present
Job Financial Advisor at Wingate Wealth Advisors
Industry Financial Services
Experience
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

Carol Khouri CFP®, CDFA™, Principal Carol Khouri CFP®, CDFA™, Principal Greater Boston Area Details
Carol Khouri CFP®, CDFA™, Principal's Wingate Wealth Advisors Experience January 2002 - Present
Job Experienced Financial Advisor/Planner assisting women in transition to identify and realize their financial goals.
Industry Financial Services
Experience
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

David Khouri David Khouri Greater Boston Area Details
David Khouri's Wingate Wealth Advisors Experience June 2013 - Present
Job Professional Finance Intern
Industry Financial Services
Experience
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

Joe Evangelista Joe Evangelista Greater Boston Area Details
Joe Evangelista's Wingate Wealth Advisors Experience April 2003 - Present
Job Portfolio Manager at Wingate Wealth Advisors, LLC
Industry Investment Management
Experience
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

Jenifer Cannon Jenifer Cannon Greater Boston Area Details
Jenifer Cannon's Wingate Wealth Advisors Experience October 2009 - December 2012
Job Director of Gift Planning at New Hampshire Charitable Foundation
Industry Financial Services
Experience
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

Arthur F. von der Linden, Jr. Arthur F. von der Linden, Jr. Greater Boston Area Details
Arthur F. von der Linden, Jr.'s Wingate Wealth Advisors Experience Captain, USNR-RUS Navy Submarine Force1963 - 1985
Job Board of Managers at Wingate Wealth Advisors
Industry Financial Services
Experience
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