WMS Partners
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
WMS Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at WMS Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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WMS Partners Employees
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
AFBS January 2013 - Present
WMS Partners 2011 - 2011
Education
Connecticut College 1985 — 1989
Bachelor of Science (BS), English Language and Literature/Letters
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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