Worldwide Wealth Management
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Worldwide Wealth Management Employees
Employee
Years
Job
Industry
Mahmudul Chowdhury (Jamil) Mahmudul Chowdhury (Jamil)'s Worldwide Wealth Management Experience February 2005 - October 2007
Job Business Banking Relationship Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase September 2010 - Present
Adolutions Power Media November 2007 - August 2010
Worldwide Wealth Management February 2005 - October 2007
Skills
Leadership, Training, Management, Business Development, Sales, Project Management, Advertising, Customer Service, Human Resources, Customer Satisfaction, Operations Management, Accounting, Marketing, Social Media Marketing, Strategic Partnerships
Education
City University of New York-Brooklyn College 2007 — 2009
Business Administration, Marketing
City University of New York-Queens College 2005 — 2007
Corporate Finance, Accounting and Finance
New York City College of Technology 2001 — 2005
BBA, Marketing Management & Sale
JPMorgan Chase September 2010 - Present
Adolutions Power Media November 2007 - August 2010
Worldwide Wealth Management February 2005 - October 2007
Skills
Leadership, Training, Management, Business Development, Sales, Project Management, Advertising, Customer Service, Human Resources, Customer Satisfaction, Operations Management, Accounting, Marketing, Social Media Marketing, Strategic Partnerships
Education
City University of New York-Brooklyn College 2007 — 2009
Business Administration, Marketing
City University of New York-Queens College 2005 — 2007
Corporate Finance, Accounting and Finance
New York City College of Technology 2001 — 2005
BBA, Marketing Management & Sale
Kevin P. Mulleady Kevin P. Mulleady's Worldwide Wealth Management Experience January 2006 - September 2007
Job Managing Director
Industry Pharmaceuticals
Experience
Turing Pharmaceuticals AG November 2014 - Present
The StoneCorner Group, LLC December 2012 - Present
MSMB Capital Management, LLC March 2011 - January 2013
Morgan Stanley Smith Barney October 2007 - March 2011
Worldwide Wealth Management January 2006 - September 2007
Citi 2005 - 2005
Skills
Investments, Equities, Valuation, Hedge Funds, Financial Modeling, Alternative Investments, Wealth Management, Asset Allocation, Asset Managment, Capital Markets, Portfolio Management, Mutual Funds, Fixed Income, Investment Strategies, Series 7, Investment Advisory, Private Equity, Asset Management, Investment Management, Bloomberg, Securities, Trading, Series 63, Options, Derivatives, Fund Of Funds, Bonds, Equity Research, ETFs, Financial Markets, Equity Trading
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2005
Mechanical & Aerospace Engineering
Turing Pharmaceuticals AG November 2014 - Present
The StoneCorner Group, LLC December 2012 - Present
MSMB Capital Management, LLC March 2011 - January 2013
Morgan Stanley Smith Barney October 2007 - March 2011
Worldwide Wealth Management January 2006 - September 2007
Citi 2005 - 2005
Skills
Investments, Equities, Valuation, Hedge Funds, Financial Modeling, Alternative Investments, Wealth Management, Asset Allocation, Asset Managment, Capital Markets, Portfolio Management, Mutual Funds, Fixed Income, Investment Strategies, Series 7, Investment Advisory, Private Equity, Asset Management, Investment Management, Bloomberg, Securities, Trading, Series 63, Options, Derivatives, Fund Of Funds, Bonds, Equity Research, ETFs, Financial Markets, Equity Trading
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2005
Mechanical & Aerospace Engineering
Sean G Kelly Sean G Kelly's Worldwide Wealth Management Experience November 2007 - August 2008
Job Wearable Tech Entrepreneur, Creative Strategist, CEO Featured on Entrepreneur.com, Denver Post and more.
Industry Consumer Electronics
Experience
WÜF April 2014 - Present
Ridogulous Labs January 2013 - May 2014
Sagittis Advisors April 2012 - April 2014
Thunderbird School of Global Management May 2012 - September 2012
Thunderbird Consulting Practicum August 2011 - May 2012
Thunderbird School of Global Management September 2010 - May 2012
Global Investment Group October 2010 - December 2011
Panelfly June 2011 - August 2011
Morgan Stanley September 2008 - May 2010
Worldwide Wealth Management November 2007 - August 2008
Skills
Spanish, Research, Investments, Emerging Markets, Funding, Strategic Planning, Business Strategy, Entrepreneurship, Ideation, Design Thinking, business plan writing, Social Media, Prezi, Business Planning, Market Research, Personal Financial..., Vietnam, Market Entry, Competitive Strategies, Valuation, Global Strategy, Financial Analysis, Strategic Consulting, Global Business..., Strategy, International Business, Training, Leadership, Program Management, Cross-functional Team..., Marketing, Management, Consulting, Project Management, Competitive Analysis, Finance, Management Consulting, Start-ups
Education
Thunderbird School of Global Management 2010 — 2012
MBA, Global Management
CMC Graduate School of Business 2011 — 2011
MBA, International Finance
Tecnológico de Monterrey 2011 — 2011
MBA, International Finance
Siena College 2002 — 2006
BBA, Accounting
John Jay High School 1998 — 2002
High School Diploma
WÜF April 2014 - Present
Ridogulous Labs January 2013 - May 2014
Sagittis Advisors April 2012 - April 2014
Thunderbird School of Global Management May 2012 - September 2012
Thunderbird Consulting Practicum August 2011 - May 2012
Thunderbird School of Global Management September 2010 - May 2012
Global Investment Group October 2010 - December 2011
Panelfly June 2011 - August 2011
Morgan Stanley September 2008 - May 2010
Worldwide Wealth Management November 2007 - August 2008
Skills
Spanish, Research, Investments, Emerging Markets, Funding, Strategic Planning, Business Strategy, Entrepreneurship, Ideation, Design Thinking, business plan writing, Social Media, Prezi, Business Planning, Market Research, Personal Financial..., Vietnam, Market Entry, Competitive Strategies, Valuation, Global Strategy, Financial Analysis, Strategic Consulting, Global Business..., Strategy, International Business, Training, Leadership, Program Management, Cross-functional Team..., Marketing, Management, Consulting, Project Management, Competitive Analysis, Finance, Management Consulting, Start-ups
Education
Thunderbird School of Global Management 2010 — 2012
MBA, Global Management
CMC Graduate School of Business 2011 — 2011
MBA, International Finance
Tecnológico de Monterrey 2011 — 2011
MBA, International Finance
Siena College 2002 — 2006
BBA, Accounting
John Jay High School 1998 — 2002
High School Diploma
Mustafa El-Quhir's Worldwide Wealth Management Experience 2007 - 2008
Job Medicare Agent at AMAC Association of Mature American Citizens
Industry Investment Banking
Experience
AMAC - Association of Mature American Citizens August 2013 - Present
Ranstad February 2011 - Present
PJPHealthangency 2013 - 2013
One Blaze studio September 2011 - January 2012
Worldwide wealth management 2007 - 2008
Westrock Advisors 2005 - 2006
Skills
Investments, Strategic Financial..., Financial Analysis, Insurance, Banking, Credit, Valuation, Financial Risk, Cash Management, Cash Flow, Accounting, Managerial Finance, Health Insurance, Economics, Microsoft Money, Portfolio Management, Financial Accounting, Asset Management, Mutual Funds, Financial Advisory, Financial Markets, Bloomberg, Series 7, Trading Systems, Derivatives, Commodity, ETFs, Equity Derivatives, Medicare Advantage, Medicare, Investment Advisory, Medicare Part D, Medicare Prescription..., Financial Planning
Education
Berkeley college 2007 — 2011
Bachelors, Financial services
Monroe Community College 2005 — 2007
Associate's degree, Business Adminstration
AMAC - Association of Mature American Citizens August 2013 - Present
Ranstad February 2011 - Present
PJPHealthangency 2013 - 2013
One Blaze studio September 2011 - January 2012
Worldwide wealth management 2007 - 2008
Westrock Advisors 2005 - 2006
Skills
Investments, Strategic Financial..., Financial Analysis, Insurance, Banking, Credit, Valuation, Financial Risk, Cash Management, Cash Flow, Accounting, Managerial Finance, Health Insurance, Economics, Microsoft Money, Portfolio Management, Financial Accounting, Asset Management, Mutual Funds, Financial Advisory, Financial Markets, Bloomberg, Series 7, Trading Systems, Derivatives, Commodity, ETFs, Equity Derivatives, Medicare Advantage, Medicare, Investment Advisory, Medicare Part D, Medicare Prescription..., Financial Planning
Education
Berkeley college 2007 — 2011
Bachelors, Financial services
Monroe Community College 2005 — 2007
Associate's degree, Business Adminstration
Cara Conti's Worldwide Wealth Management Experience April 2005 - November 2009
Job Operations and Controls Associate at The Prudential Insurance Company of America
Industry Financial Services
Experience
The Prudential Insurance Company of America March 2010 - Present
Worldwide Wealth Management April 2005 - November 2009
Glenwood Stables;Hauppauge NY November 2003 - April 2005
REID & ASSOCIATES VETERINARY MEDICAL SURGERY CENTER, Wellington, FL May 2003 - November 2003
Skills
Customer Service, Microsoft Office, Marketing, Microsoft Word, PowerPoint, Sales Management, Social Media, Event Planning, Time Management, Social Media Marketing, Horse Care, Horse Training, Equine Nutrition, veterinary assistant, Horse Sales, Travel Planning, Meeting Scheduling, Marketing Management
Education
Cazenovia College 1994 — 1996
Associate's Degree, Equine Business Management
The Prudential Insurance Company of America March 2010 - Present
Worldwide Wealth Management April 2005 - November 2009
Glenwood Stables;Hauppauge NY November 2003 - April 2005
REID & ASSOCIATES VETERINARY MEDICAL SURGERY CENTER, Wellington, FL May 2003 - November 2003
Skills
Customer Service, Microsoft Office, Marketing, Microsoft Word, PowerPoint, Sales Management, Social Media, Event Planning, Time Management, Social Media Marketing, Horse Care, Horse Training, Equine Nutrition, veterinary assistant, Horse Sales, Travel Planning, Meeting Scheduling, Marketing Management
Education
Cazenovia College 1994 — 1996
Associate's Degree, Equine Business Management
Charlson Choe's Worldwide Wealth Management Experience July 2006 - July 2007
Job Senior Tax Accountant at Weinberg & Company
Industry Accounting
Experience
Weinberg and Company, P.A. June 2014 - Present
Farber, Blicht, Eyerman & Herzog, LLP June 2011 - May 2014
Janover, LLC December 2009 - May 2011
Kenneth K. Lee, CPA January 2009 - December 2009
Worldwide Wealth Management July 2006 - July 2007
Republic of Korea Air Force April 2000 - October 2002
Skills
Partnership Taxation, QuickBooks, Corporate Tax, Financial Accounting, Income Tax, GAAP, ProSystem fx Tax, Payroll Taxes, Bookkeeping, Auditing, Sales Tax, CCH ProSystem fx, TValue, Multi-state tax returns, Lacerte
Education
Queens College 2007 — 2008
BA, Accounting
University of Virginia 2004 — 2006
BA, Foreign Affairs
Weinberg and Company, P.A. June 2014 - Present
Farber, Blicht, Eyerman & Herzog, LLP June 2011 - May 2014
Janover, LLC December 2009 - May 2011
Kenneth K. Lee, CPA January 2009 - December 2009
Worldwide Wealth Management July 2006 - July 2007
Republic of Korea Air Force April 2000 - October 2002
Skills
Partnership Taxation, QuickBooks, Corporate Tax, Financial Accounting, Income Tax, GAAP, ProSystem fx Tax, Payroll Taxes, Bookkeeping, Auditing, Sales Tax, CCH ProSystem fx, TValue, Multi-state tax returns, Lacerte
Education
Queens College 2007 — 2008
BA, Accounting
University of Virginia 2004 — 2006
BA, Foreign Affairs
Mitchell Katz's Worldwide Wealth Management Experience June 2009 - August 2009
Job General Manager at ELITE Landscaping, Inc.
Industry Construction
Experience
ELITE Landscaping Inc May 2007 - Present
Marist Dive Club September 2008 - May 2010
Gemini Pool & Spa 2010 - 2010
Worldwide Wealth Management June 2009 - August 2009
Bankers Conseco Life Insurance Company May 2009 - August 2009
Skills
Microsoft Office, Plumbing, Chemistry, Hydraulics, Diving, Renovation, Certified Pool Operator, Certified Building..., Certified Service..., Human Resources, Finance, Landscaping, Training, Interviews, New Business Development, Residential Homes, Contract Negotiation, Leadership, Contractors, Management, Budgets, Small Business, Sales Management, Process Scheduler, Water, Negotiation, Landscape Design, Strategic Planning, Construction, Pools, Construction Management
Education
Marist College 2006 — 2010
Business Administration; Finance, Human Resources, and Accounting
ELITE Landscaping Inc May 2007 - Present
Marist Dive Club September 2008 - May 2010
Gemini Pool & Spa 2010 - 2010
Worldwide Wealth Management June 2009 - August 2009
Bankers Conseco Life Insurance Company May 2009 - August 2009
Skills
Microsoft Office, Plumbing, Chemistry, Hydraulics, Diving, Renovation, Certified Pool Operator, Certified Building..., Certified Service..., Human Resources, Finance, Landscaping, Training, Interviews, New Business Development, Residential Homes, Contract Negotiation, Leadership, Contractors, Management, Budgets, Small Business, Sales Management, Process Scheduler, Water, Negotiation, Landscape Design, Strategic Planning, Construction, Pools, Construction Management
Education
Marist College 2006 — 2010
Business Administration; Finance, Human Resources, and Accounting
Ross Oldcorn's Worldwide Wealth Management Experience August 2006 - February 2007
Job Investment Banking Associate at MGI Securities
Industry Capital Markets
Experience
Industrial Alliance Securities May 2013 - Present
Mackie Research Capital Corp. November 2010 - March 2013
MGI Securities November 2009 - November 2010
Axiom International Investors June 2008 - August 2009
Axiom International Investors March 2007 - June 2008
Worldwide Wealth Management August 2006 - February 2007
WR Captial Management September 2005 - April 2006
Education
Manhattanville College 2002 — 2006
Finance
Industrial Alliance Securities May 2013 - Present
Mackie Research Capital Corp. November 2010 - March 2013
MGI Securities November 2009 - November 2010
Axiom International Investors June 2008 - August 2009
Axiom International Investors March 2007 - June 2008
Worldwide Wealth Management August 2006 - February 2007
WR Captial Management September 2005 - April 2006
Education
Manhattanville College 2002 — 2006
Finance
Laurence Shanahan's Worldwide Wealth Management Experience August 2006 - March 2007
Job Associate Director, Commodities Operations, Royal Bank of Canada
Industry Financial Services
Experience
RBC April 2011 - Present
Goldman Sachs April 2007 - April 2011
Worldwide Wealth Management August 2006 - March 2007
Skills
Derivatives, Fixed Income, Capital Markets, Financial Analysis, Corporate Finance, Financial Markets, Middle Office, Risk Management, Trading Systems, Management, Bloomberg
Education
Siena College 2005 — 2006
Baclor of Science, International Finance
CEFAM Centre d'Études Franco-Américain de Management 2002 — 2005
RBC April 2011 - Present
Goldman Sachs April 2007 - April 2011
Worldwide Wealth Management August 2006 - March 2007
Skills
Derivatives, Fixed Income, Capital Markets, Financial Analysis, Corporate Finance, Financial Markets, Middle Office, Risk Management, Trading Systems, Management, Bloomberg
Education
Siena College 2005 — 2006
Baclor of Science, International Finance
CEFAM Centre d'Études Franco-Américain de Management 2002 — 2005
Fahad Hasan, CFA's Worldwide Wealth Management Experience September 2005 - July 2012
Job Financial Analyst at National Brokerage Financial (ING FP)
Industry Financial Services
Experience
National Brokerage Financial (ING FP) August 2012 - Present
Worldwide Wealth Management September 2005 - July 2012
Skills
Hedge Funds, Valuation, Portfolio Management, Fixed Income, Investments, Equities, Finance, Financial Analysis, Alternative Investments, Mutual Funds, Risk Management, Wealth Management, Wealth Management..., Asset Management, Private Equity
Education
James Madison University 2002 — 2005
BBA, Finance
CFA Institute
CFA Charter
Leysin American School
National Brokerage Financial (ING FP) August 2012 - Present
Worldwide Wealth Management September 2005 - July 2012
Skills
Hedge Funds, Valuation, Portfolio Management, Fixed Income, Investments, Equities, Finance, Financial Analysis, Alternative Investments, Mutual Funds, Risk Management, Wealth Management, Wealth Management..., Asset Management, Private Equity
Education
James Madison University 2002 — 2005
BBA, Finance
CFA Institute
CFA Charter
Leysin American School
Bilal Iftikhar's Worldwide Wealth Management Experience May 2006 - August 2006
Job Financial Consultant
Industry Financial Services
Experience
ING U.S. March 2012 - Present
Worldwide Wealth Management May 2006 - August 2006
Skills
Investments, Finance, Corporate Finance, Insurance, Investment Advisory, Wealth Management..., Financial Analysis, Portfolio Management, Risk Management, Banking, Wealth Management, Mutual Funds, Equities, Asset Management, Loans
Education
City University of New York City College 2007 — 2010
B.A. in Business Administration and Management, Economics
ING U.S. March 2012 - Present
Worldwide Wealth Management May 2006 - August 2006
Skills
Investments, Finance, Corporate Finance, Insurance, Investment Advisory, Wealth Management..., Financial Analysis, Portfolio Management, Risk Management, Banking, Wealth Management, Mutual Funds, Equities, Asset Management, Loans
Education
City University of New York City College 2007 — 2010
B.A. in Business Administration and Management, Economics