WMS Partners, LLC
Address: 1 Olympic Pl, Towson, MD 21204 Hours: Open ⋅ Closes 5:30PM Thursday8:30AM–5:30PMFriday8:30AM–5:30PMSaturdayClosedSundayClosedMonday8:30AM–5:30PMTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (410) 337-7575: : Category: : Website: : Place name: : : 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, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at WMS Partners, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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20 WMS Partners, LLC employees in database. Find out everything there's to know about WMS Partners, LLC 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.
WMS Partners, LLC Employees
Chesapeake Corporate Advisors July 2015 - Present
WMS Partners, LLC May 2014 - May 2015
Loyola University Maryland April 2014 - May 2015
CFA Global Investment Research Challenge October 2014 - February 2015
Skills
PowerPoint, Facebook, Microsoft Excel, Microsoft Word, Social Media, Microsoft Office, Public Speaking, Economics, Research, Spanish, Prezi, Qualtrics, Morningstar Direct
Education
Loyola University Maryland 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Mathematics Minor
Rosenblatt Securities June 2015 - Present
Rosenblatt Securities January 2013 - June 2015
WMS Partners, LLC September 2014 - May 2015
Education
Loyola University Maryland 2011 — 2015
Bachelor's Degree, Finance, General
Saint Mary's College of California 2013 — 2013
WMS Partners, LLC July 2014 - Present
Glass Jacobson August 2008 - July 2014
GRA Financial Advisors, LLC 2003 - 2008
KPMG March 1975 - November 1994
Venable LLP July 1972 - March 1975
Education
Lehigh University
BSBA, Accounting
University of Maryland School of Law
JD, Law
WMS Partners, LLC April 2015 - Present
Loyola University Maryland September 2013 - Present
Forbes June 2014 - August 2014
Wall Street Prep June 2014 - June 2014
Skills
Financial Modeling, Equity Trading, Investments, Finance, Microsoft Excel, Market Research, Financial Analysis, Leadership
Education
Loyola University Maryland 2013 — 2017
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Fordham Preparatory School 2009 — 2013
WMS Partners, LLC January 2014 - Present
WMS Partners, LLC December 2012 - Present
WMS Partners, LLC July 2008 - December 2012
WMS Partners, LLC September 2006 - July 2008
Skills
Fixed Income, Investments, Equities, Securities, Hedge Funds
Education
Loyola University Maryland 2011 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
James Madison University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
WMS Partners LLC June 2011 - Present
Morgan Stanley Smith Barney January 2007 - June 2011
Black and Decker 1998 - 2006
Skills
Series 7, Series 66, Relationship Management, Cross Functional..., Practice Management, Superior Client Service, Operational Efficiency, Notary Public, Uniform Combined State..., Financial Services, Client Services, Cross-functional Team...
Education
University of Baltimore
Bachelor of Science, Business Adminstration - Finance
Harford Community College
Associate of Science, Engineering
To Love Children Educational Foundation International Inc July 2015 - Present
Wells Fargo June 2015 - Present
Loyola University Maryland August 2011 - June 2015
WMS Partners, LLC October 2014 - April 2015
Wells Fargo May 2014 - August 2014
CitiGroup One Main Financial January 2014 - April 2014
World Trade Center Institute May 2013 - August 2013
Loyola Enterprise Inc September 2011 - January 2012
Skills
Research, Microsoft Office, Finance, Facebook, Databases, Data Analysis, Analysis, PowerPoint, Public Speaking, Microsoft Word, Microsoft Excel, Risk Management, Higher Education, Social Media, Event Planning, Teaching, Teamwork, Editing, Tutoring, Qualitative Research, Leadership, Database Administration, Multi Tasking, Windows, Data Entry, Team Leadership, Market Research, Financial Analysis, Time Management, Risk Assessment, Access, Economics, Spanish, Analytics, SAS E-Miner, Oracle SQL Developer, ACT Database, Tableau, Financial Modeling, Financial Reporting, Networking
Education
Loyola University Maryland 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Information Systems Minor
Orpheus, Inc. October 2014 - Present
SLAIT Consulting October 2014 - February 2015
Ellucian October 2012 - October 2014
Ntiva, Inc September 2011 - October 2012
Ntiva, Inc March 2010 - September 2011
Ntiva, Inc March 2009 - March 2010
WMS Partners, LLC July 2007 - August 2008
Skills
Windows Server, Hyper-V, SharePoint, VMware, Linux, Watchguard, Network Engineering, Backup Exec, Storage Area Networks, Computer Hardware, Cisco Routers, Exchange 2010/2007/2003, SCVMM, Dell Switches, VMware vSphere, VirtualBox, ESXi, vCloud Automation Center, Lab Manager 4, Microsoft SQL Server, Powershell, PowerCLI, UniData, Mac, Microsoft Exchange, SAN, Virtualization, Cloud Computing, Servers
Education
Northwestern University 2003 — 2007
BA, Economics
Northwestern University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Appleton Partners, Inc. November 2014 - Present
Appleton Partners, Inc. June 2014 - October 2014
WMS Partners, LLC January 2014 - May 2014
Casual Male Retail Group June 2012 - August 2012
Skills
Spanish
Education
Loyola University Maryland 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Information Systems
University College Cork 2013 — 2013
Study Abroad
Hingham High School 2006 — 2010
WMS Partners, LLC January 2014 - Present
FAI Wealth Management formerly Financial Advantage, Inc. July 2006 - January 2014
Geier Financial Group June 1996 - June 2006
Skills
Investments, Wealth Management, Retirement Planning, Estate Planning, Asset Management, Investment Strategies, Asset Allocation, Alternative Investments, Portfolio Management, Financial Services, Investment Advisory, Financial Advisory, Wealth, Strategic Financial..., High Net Worth...
Education
Towson University 1992 — 1996
Business Administration and Marketing
Liberty High School 1989 — 1992
WMS Partners, LLC November 2014 - Present
Convergent Wealth Advisors January 2011 - November 2014
AllianceBernstein 2007 - February 2011
SANZ, Inc. August 2004 - July 2007
AT&T Government Solutions January 2002 - August 2004
Tollgrade Communications June 2001 - January 2002
WaferNet, Inc. May 1999 - June 2001
United States Marine Corps May 1994 - May 1999
Skills
Estate Tax Planning, Hedge Funds, Portfolio Management, Investment Banking, Investment Strategies, Alternative Investments, Financial Planning, Financial Reporting, Financial Advisory, Financial Markets, Private Wealth..., Wealth Preservation, Wealth Transfer, Wealth Accumulation, Asset Allocation, Asset Management, Business Development
Education
Santa Clara University 2000 — 2002
MBA, Finance, General
United States Naval Academy 1990 — 1994
BS, Economics
The Lawrenceville School 1989 — 1990
Mt. Hebron 1986 — 1990
WMS Partners, LLC October 2013 - Present
WMS Partners, LLC January 2012 - Present
WMS Partners, LLC April 2011 - October 2013
WMS Partners, LLC September 2005 - April 2011
WMS Partners, LLC June 2004 - September 2005
Skills
Investment Management, Investments, Investment Advisory, Mutual Funds, Financial Analysis, Finance
Education
University of Pennsylvania 2000 — 2004
B.A., International Studies
University of Pennsylvania - The Wharton School 2000 — 2004
B.S., Finance and Accounting
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