WMS Partners

Description

Address: 1 Olympic Pl, Towson, MD 21204 Hours: Closed ⋅ Opens 8:30AM Friday8:30AM–5:30PMSaturdayClosedSundayClosedMonday8:30AM–5:30PMTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (410) 337-7575: Website: : : Place name: Category: : : : Website: https://www.wms-partners.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 WMS Partners LLC Posting publicly on the Web Write a review Reviews 1 Google review

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WMS Partners Employees

Employee
Years
Job
Industry
Yuechen (Rachelle) Li Yuechen (Rachelle) Li San Francisco Bay Area Details
Yuechen (Rachelle) Li's WMS Partners Experience April 2012 - June 2012
Job VC at Fenox Venture Capital
Industry Venture Capital & Private Equity
Experience
Fenox Venture Capital  August 2013 - August 2014
InSITE Venture Capital   March 2012 - June 2013
Bank of America Merrill Lynch  June 2012 - August 2012
WMS Partners   April 2012 - June 2012
Guangzhou Asian Games Organizing Committe   November 2008 - December 2010

Skills
Financial Modeling, Valuation, Financial Analysis, Industry Analysis, Venture Capital, Corporate Finance, Portfolio Management, Equity Research, Alternative Investments, Competitive Analysis, Due Diligence, Strategy, Investments, Private Equity, Strategic Planning, Analytics, Equities, Economics, Business Development, Emerging Markets, Leadership, Finance

Education
The Johns Hopkins University   2011 — 2013
Masters of Business Administration - Global MBA, Finance & Healthcare, 3.88

CFA Institute   2010 — 2012
CFA II Candidate

GARP, Global Association of Risk Professionals   2010 — 2012
FRM II Candidate

Guangdong University of Foreign Studies   2007 — 2011
Bachelor of Economics & Bachelor of Arts, Finance & English

Melissa Tower Melissa Tower Baltimore, Maryland Area Details
Melissa Tower's WMS Partners Experience 2011 - 2011
Job Benefits Coordinator at AFBS
Industry Investment Management
Experience
AFBS   January 2013 - Present
WMS Partners   2011 - 2011

Education
Connecticut College   1985 — 1989
Bachelor of Science (BS), English Language and Literature/Letters

Bob Killebrew Bob Killebrew Cockeysville, Maryland Details
Bob Killebrew's WMS Partners Experience 2009 - Present
Job
Industry Investment Management
Experience
WMS Partners   2009 - Present
Alex. Brown & Sons   April 1974 - April 2003
Robert Garrett and Sons   1965 - 1974

Skills
Public Speaking, Investment Management, Guest Speaker on Wall..., Investment Advisory, Financial Analysis, Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Alternative Investments, Asset Allocation, Investment Strategies, Equities, Wealth Management, Private Equity, Asset Management, Fixed Income, Strategic Planning, Portfolio Management, Financial Services, Financial Modeling, Research, Mergers & Acquisitions

Education
Wharton School, University of Pennsylvania   1962 — 1964
Master of Business Administration (MBA), Finance and Financial Management Services

Yale University   1957 — 1961
Bachelor of Arts (B.A.), American History (United States)

Nancy Bryant, CFP(r) Nancy Bryant, CFP(r) Baltimore, Maryland Area Details
Nancy Bryant, CFP(r)'s WMS Partners Experience September 1996 - April 1998
Job President at Bryant Financial Advisory, Inc.
Industry Financial Services
Experience
Bryant Financial Advisory, Inc.   October 2012 - Present
Greenspring Wealth Management  January 2011 - October 2012
Bryant Financial Advisory, Inc.   April 1998 - December 2010
WMS Partners   September 1996 - April 1998
Wolpoff & Company, CPA   1990 - 1996

Skills
Comprehensive Wealth..., Investment Strategies, Asset Allocation, Retirement Income..., Women and Money

Education
Center for Fiduciary Studies   2005 — 2005
AIF(r), Accredited Investment Fiduciary

College for Financial Planning   1992 — 1994
CFP, Financial Planning

Loyola University Maryland   1981 — 1986
MBA, Finance

SUNY Albany   1974 — 1976
BS, Secondary Education

Pace Kessenich Pace Kessenich Baltimore, Maryland Area Details
Pace Kessenich's WMS Partners Experience May 2007 - Present
Job Financial Advisor at WMS Partners
Industry Financial Services
Experience
WMS Partners   May 2007 - Present
UBS Wealth Management  2005 - 2007
Townsend Capital, LLC  November 2001 - March 2005
Sterling Partners  January 2000 - October 2001
CEMCOM Corporation   July 1995 - May 1998
Colgate University  January 1992 - June 1995
United States Navy  1982 - March 1991

Education
Columbia University - Columbia Business School   1998 — 1999
Master of Business Administration (M.B.A.), Finance, General

Rensselaer Polytechnic Institute   1987 — 1989
Master's degree, Industrial Engineering

United States Naval Academy   1978 — 1982
Bachelor's degree, Mathematics

Timothy Chase Timothy Chase Baltimore, Maryland Area Details
Timothy Chase's WMS Partners Experience July 1992 - Present
Job WMS Partners, Chief Executive Officer
Industry Investment Management
Experience
WMS Partners   July 1992 - Present
Penn-Mar Human Services  January 2005 - February 2014
Walpert, Smullian & Blumenthal   September 1987 - June 1992

Skills
Alternative Investments, Strategic Financial..., Investment Advisory, Trusts, Investment Management, Financial Advisory, Retirement Planning, Management, Investments, Strategic Planning, Wealth Management..., High Net Worth..., Estate Planning, Personal Financial..., Asset Allocation, Financial Planning, Portfolio Management, Wealth Management, Asset Management

Education
Towson University   1983 — 1985
Finance

Goldey Beacom College   1981 — 1983

Bill Bruns Bill Bruns Washington D.C. Metro Area Details
Bill Bruns's WMS Partners Experience 1997 - 2006
Job COO at Planning Solutions Group
Industry Financial Services
Experience
Planning Solutions Group LLC  February 2007 - Present
WMS Partners   1997 - 2006

Skills
Management, Budgets, Strategic Financial..., Financial Analysis, Strategic Planning, Business Development, Finance, Project Planning, Training, Executive Management, New Business Development, Employee Benefits, Human Resources, Securities, Wealth Management, Risk Management, Customer Service, Team Building, Leadership, Insurance, Mergers & Acquisitions, Mutual Funds, Portfolio Management, Retirement Planning, Coaching, Public Speaking, Financial Services, Strategy, Investment Advisory

Education
Towson University   1988 — 1991
BS, Business Administration and Management

Loyola Blakefield   1982 — 1986

Darrin Arbaugh Darrin Arbaugh Washington D.C. Metro Area Details
Darrin Arbaugh's WMS Partners Experience August 2008 - August 2009
Job Analyst at Convergent Wealth Advisors
Industry Financial Services
Experience
Convergent Wealth Advisors  May 2010 - Present
WMS Partners   August 2008 - August 2009
Millennial Media  November 2007 - August 2008
Gettysburg College  August 2004 - May 2007
OmegaSatter   May 2005 - August 2005

Education
Gettysburg College   2003 — 2007
B.A. Cum Laude, Economics with Honors, Mathematics

Paul Lamari Paul Lamari Baltimore, Maryland Area Details
Paul Lamari's WMS Partners Experience July 2012 - Present
Job Attorney licensed in Maryland, Washington D.C. and Virginia
Industry Law Practice
Experience
WMS Partners   July 2012 - Present
Law Office of Pat Cresta-Savage, Esq   September 2009 - July 2012
Montgomery County State's Attorney's Office   May 2008 - August 2008
Montgomery County State's Attorney's Office   May 2007 - August 2007
Hoff Theater   2002 - 2006
Montgomery County Public Schools  June 2003 - September 2004

Skills
Employment Law, Research, Microsoft Office, Writing, Strategic Planning, Editing, Litigation, Legal Research, Trials, Appeals, Criminal Law, Civil Litigation, Legal Advice, Legal Writing, Motions, Westlaw, Legal Issues, Criminal Defense

Education
University of Baltimore Merrick School of Business   2008 — 2010
M.B.A., Business Administration (JD/MBA)

University of Baltimore School of Law   2006 — 2009
JD/MBA, law & business management

University of Maryland College Park   2002 — 2006
BA, Government & Politics

Rockville High School   1998 — 2002
High School, n/a

Kevin Mahon Kevin Mahon Baltimore, Maryland Area Details
Kevin Mahon's WMS Partners Experience July 2013 - Present
Job Associate at WMS Partners
Industry Financial Services
Experience
WMS Partners   July 2013 - Present
WMS Partners   May 2012 - May 2013

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English, Accounting, Windows, Team Leadership, Financial Modeling

Education
University of Maryland College Park   2009 — 2013
Bachelor of Science (B.S.), Economics

Frederick Davis Frederick Davis Baltimore, Maryland Area Details
Frederick Davis's WMS Partners Experience February 2012 - November 2014
Job Administrator
Industry Financial Services
Experience
Merrill Lynch  November 2014 - Present
WMS Partners   February 2012 - November 2014
Legg Mason Capital Management  April 2011 - January 2012
Hergenroeder Financial Advisors, Inc.   July 2009 - September 2010
Smith Barney  December 2005 - April 2009
Legg Mason  March 1998 - December 2005
Legg Mason  May 1997 - March 1998

Skills
Mutual Funds, Investments, Equities, Portfolio Management, Management, Asset Management, Series 7, Securities, Wealth Management, Alternative Investments, Customer Service, Investment Advisory, Financial Services, Internal Controls, Trading, Auditing, Series 63, Financial Reporting

Education
University of Baltimore   1990 — 1992
Bachelor of Science, Finance

Christine M. Buckley, CFP®, CPWA®, ChFC® Christine M. Buckley, CFP®, CPWA®, ChFC® Baltimore, Maryland Area Details
Christine M. Buckley, CFP®, CPWA®, ChFC®'s WMS Partners Experience June 2011 - June 2012
Job Financial Advisor at Huber, Weakland and Associates, Inc.
Industry Financial Services
Experience
Huber, Weakland and Associates, Inc.   September 2012 - Present
WMS Partners   June 2011 - June 2012
Morgan Stanley Smith Barney  September 2007 - June 2011
Citi Smith Barney  December 2005 - September 2007
Legg Mason  2004 - 2005
netDecide  2000 - 2004
Legg Mason  July 1994 - July 2000

Skills
Personal Financial..., Estate Planning, Retirement Income..., College Education..., Risk Management, Personal Tax Planning, Charitable Trusts, Charitable Gift Planning, Investment Management, Retirement Planning, Wealth, Wealth Management..., Financial Advisory

Education
The Johns Hopkins University - Carey Business School   1999 — 2001
MBA, Business Administration

University of Maryland - Robert H. Smith School of Business   1990 — 1993
BS, Marketing and Finance

Jeffrey Vain, CPA/PFS Jeffrey Vain, CPA/PFS Baltimore, Maryland Area Details
Jeffrey Vain, CPA/PFS's WMS Partners Experience April 2004 - Present
Job Partner
Industry Investment Management
Experience
WMS Partners   April 2004 - Present
Legg Mason  June 1997 - April 2004
Wooden & Benson (now CliftonLarsonAllen)   June 1994 - June 1997

Skills
Financial Planning, Estate Planning, Income Tax, Retirement Planning, Private Wealth..., Cash Flow Management, High Net Worth..., Investment Advisory, Strategic Financial..., Estate Tax Planning, Mutual Funds, Financial Analysis, Cash Flow, Wealth Management, Investments, Financial Advisory, Asset Allocation, Wealth Management..., Investment Management, 401k, Investment Strategies, Retirement, Finance, Asset Management, Personal Financial..., Portfolio Management, Trusts

Education
Stevenson University   1991 — 1995
Bachelor of Science (BS), Accounting and Computer Science

Archbishop Curley

Lynn Dymond Lynn Dymond Baltimore, Maryland Area Details
Lynn Dymond's WMS Partners Experience July 2010 - June 2013
Job Controller at QuestMark Partners
Industry Accounting
Experience
QuestMark Partners   June 2013 - Present
WMS Partners   July 2010 - June 2013
Dymond Solutions / Private Equity Financial Consultant   January 1996 - July 2010
Sterling Partners  2004 - 2010
CMEA Ventures   May 2001 - April 2003
New Enterprise Associates  February 1986 - January 1997

Education
University of Baltimore
Bachelor of Science, Accounting

Scott Lichtman Scott Lichtman Baltimore, Maryland Area Details
Scott Lichtman's WMS Partners Experience March 2009 - March 2010
Job Technical Support Agent at e4e Interactive
Industry Computer Games
Experience
e4e Interactive  Marketing Intern - Baysox BrigadeBowie BaysoxApril 2010 - August 2010
WMS Partners   March 2009 - March 2010
Towson University  September 2007 - December 2008
Towson University  June 2008 - August 2008
Greater Baltimore Medical Center  June 2008 - August 2008

Skills
Marketing, Access

Education
University of Baltimore   2009 — 2011
MBA, Marketing

Towson University   2004 — 2008
BS, Computer Information Systeme, Business

Jeff Zerhusen Jeff Zerhusen Frederick, Maryland Details
Jeff Zerhusen's WMS Partners Experience January 2008 - December 2009
Job Financial Manager (Director, Finance) at Medical Countermeasure Systems (MCS)
Industry Financial Services
Experience
Medical Countermeasure Systems (MCS); JPEO-CBD   April 2015 - Present
Medical Countermeasure Systems (MCS)   November 2011 - April 2015
Goldbelt Raven, MCS   June 2009 - November 2011
WMS Partners   January 2008 - December 2009

Skills
Finance, Strategic Planning, Microsoft Excel, Financial Analysis, Strategic Financial..., Budgets, Analysis, Business Development, Contract Negotiation, Data Analysis, DoD, Government, Government Contracting, Management, Managerial Finance, New Business Development, Process Improvement, Program Management, Six Sigma, Risk Management

Education
Salisbury University - Perdue School of Business   2006 — 2007
MBA, Business

Salisbury University - Perdue School of Business   2003 — 2006
Undergraduate, Finance

Katya Ekaterina Krasnova Katya Ekaterina Krasnova Washington D.C. Metro Area Details
Katya Ekaterina Krasnova's WMS Partners Experience July 2011 - March 2013
Job Project Manager at Oil Price Information Service (OPIS)
Industry Information Technology and Services
Experience
Oil Price Information Service (OPIS)   July 2015 - Present
Towson University  May 2013 - Present
WMS Partners   July 2011 - March 2013
WMS Partners, LLC  September 2009 - June 2011
Towson University Investment Group   September 2008 - May 2011

Skills
Excel, Databases, Investments, Equity Research, Mutual Funds, Banking, Government Relations, Finance, Bloomberg, Microsoft Excel, Financial Analysis, Risk Management, Strategy, Accounting, Access, Economics, Project Management, Business Strategy, Analysis, Data Analysis, Time Management, Microsoft Office

Education
Towson University   2013 — 2015
Master of Science (MS), Applied Information Technology, Certificate in Information Systems Management, 3.8

Towson University   2008 — 2011
Bachelor of Science (B.S.), Accounting

Казанский Государственный Университет / Kazan State University   2005 — 2010
Bachelor of Science (B.S.), Political Economy, 3.5

Noreen Frost Noreen Frost Towson, Maryland Details
Noreen Frost's WMS Partners Experience 2009 - Present
Job Partner at WMS Partners
Industry Investment Management
Experience
WMS Partners   2009 - Present
Morgan Stanley  2003 - 2009
Deutsche Bank Alex Brown  2000 - 2003
Institutional Portfolio Management   February 1996 - December 1999
Duff & Phelps  1994 - 1996
Alex Brown and Sons  1983 - 1993

Education
Loyola University Maryland
MBA, Finance

The George Washington University
M.A.

The Johns Hopkins University
B.A.

Maryvale Preparatory School