WrapManager, Inc
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WrapManager, Inc Employees
Employee
Years
Job
Industry
Joe Harper Joe Harper's WrapManager, Inc Experience November 2013 - August 2014
Job Salesforce Consultant at Appirio
Industry Information Technology and Services
Experience
Appirio August 2014 - Present
WrapManager, Inc November 2013 - August 2014
Phillips and Company Wealth Strategies December 2009 - October 2013
Phillips and Company Wealth Strategies August 2009 - December 2009
Black Rose Equity Management, LLC December 2008 - June 2009
Banc of America Investments May 2008 - December 2008
Banc of America Investments November 2006 - May 2008
Countrywide Full Spectrum Lending May 2005 - November 2006
Phillips and Company Wealth Strategies January 1998 - May 2005
Skills
Wealth Management, Portfolio Management, Leadership, CRM, Sales Operations, Salesforce.com..., Project Management, SaaS, Strategy Alignment, Executive Management, Information Technology, Leading..., Series 65, Business Analysis, Business Process
Education
Florida Institute of Technology 2014 — 2016
Master of Business Administration (MBA), Information Technology
University of Phoenix 2001 — 2005
B.S., Management & Marketing
Appirio August 2014 - Present
WrapManager, Inc November 2013 - August 2014
Phillips and Company Wealth Strategies December 2009 - October 2013
Phillips and Company Wealth Strategies August 2009 - December 2009
Black Rose Equity Management, LLC December 2008 - June 2009
Banc of America Investments May 2008 - December 2008
Banc of America Investments November 2006 - May 2008
Countrywide Full Spectrum Lending May 2005 - November 2006
Phillips and Company Wealth Strategies January 1998 - May 2005
Skills
Wealth Management, Portfolio Management, Leadership, CRM, Sales Operations, Salesforce.com..., Project Management, SaaS, Strategy Alignment, Executive Management, Information Technology, Leading..., Series 65, Business Analysis, Business Process
Education
Florida Institute of Technology 2014 — 2016
Master of Business Administration (MBA), Information Technology
University of Phoenix 2001 — 2005
B.S., Management & Marketing
Tom Graber Tom Graber's WrapManager, Inc Experience July 2014 - Present
Job Operations and Technology Specialist at WrapManager
Industry Financial Services
Experience
WrapManager, Inc July 2014 - Present
Wells Fargo Advisors, LLC January 2008 - July 2014
A. G. Edwards and Sons, Inc. March 2006 - January 2008
Charles Schwab Trust Company / DM Stone January 2006 - March 2006
Alta Bates Summit Foundation January 2005 - January 2006
Berkeley Tennis Club June 2004 - January 2005
GE Financial December 2003 - June 2004
Charles Schwab September 1997 - January 2002
ASB Financial Services December 1994 - September 1995
Lehman Brothers and Smith Barney November 1989 - December 1994
Skills
FINRA, Series 3, Series 7, Series 8, Series 9, Series 10, Series 63, Series 65, Financial Services, Broker-Dealer, Registered Investment..., Investment Advisory..., Wrap Accounts, Stocks, Bonds, Options, Mutual Funds, Insurance, Fixed Annuities, Variable Annuities
Education
University of California, Santa Cruz 1985 — 1989
Bachelor of Arts (BA), Economics (Business Management)
WrapManager, Inc July 2014 - Present
Wells Fargo Advisors, LLC January 2008 - July 2014
A. G. Edwards and Sons, Inc. March 2006 - January 2008
Charles Schwab Trust Company / DM Stone January 2006 - March 2006
Alta Bates Summit Foundation January 2005 - January 2006
Berkeley Tennis Club June 2004 - January 2005
GE Financial December 2003 - June 2004
Charles Schwab September 1997 - January 2002
ASB Financial Services December 1994 - September 1995
Lehman Brothers and Smith Barney November 1989 - December 1994
Skills
FINRA, Series 3, Series 7, Series 8, Series 9, Series 10, Series 63, Series 65, Financial Services, Broker-Dealer, Registered Investment..., Investment Advisory..., Wrap Accounts, Stocks, Bonds, Options, Mutual Funds, Insurance, Fixed Annuities, Variable Annuities
Education
University of California, Santa Cruz 1985 — 1989
Bachelor of Arts (BA), Economics (Business Management)
Jeremy Wilmerding Jeremy Wilmerding's WrapManager, Inc Experience January 2015 - Present
Job Director of Advisory Services at WrapManager, Inc
Industry Financial Services
Experience
WrapManager, Inc January 2015 - Present
Genworth Financial June 1998 - 2013
Vanguard October 1995 - April 1998
Skills
Customer Relations, Customer Service, Microsoft Office, Asset Management, Team Building, Team Leadership, Salesforce.com, Customer Satisfaction, Relationship Management, Wealth Management, Contact Center..., Knowledge Management, Customer Experience..., Strategic Partnerships, Contact Center..., Organizational..., KCS, Coaching, Call Monitoring, Excel, Word, Budget Monitoring, Investments, Employee Training, Call Centers, Financial Services, Process Improvement, Management, Leadership, Microsoft Word, Business Analysis, Microsoft Excel, Budgets, Insurance, Analysis, Strategic Planning, Project Management
Education
Trinity College-Hartford 1991 — 1995
Bachelor of Arts (BA), Economics
WrapManager, Inc January 2015 - Present
Genworth Financial June 1998 - 2013
Vanguard October 1995 - April 1998
Skills
Customer Relations, Customer Service, Microsoft Office, Asset Management, Team Building, Team Leadership, Salesforce.com, Customer Satisfaction, Relationship Management, Wealth Management, Contact Center..., Knowledge Management, Customer Experience..., Strategic Partnerships, Contact Center..., Organizational..., KCS, Coaching, Call Monitoring, Excel, Word, Budget Monitoring, Investments, Employee Training, Call Centers, Financial Services, Process Improvement, Management, Leadership, Microsoft Word, Business Analysis, Microsoft Excel, Budgets, Insurance, Analysis, Strategic Planning, Project Management
Education
Trinity College-Hartford 1991 — 1995
Bachelor of Arts (BA), Economics
John Gibbs John Gibbs's WrapManager, Inc Experience April 2009 - Present
Job Marketing & Strategy Wealth Management
Industry Investment Management
Experience
WrapManager, Inc April 2009 - Present
Fisher Investments February 2008 - November 2008
Fisher Investments August 2006 - February 2008
Skills
Financial Analysis, Marketing, Investments, Business Development, Sales, Account Management, Market Research, Marketing Strategy, Equities, Entrepreneurship, Process Improvement, Business Planning, Business Strategy, Digital Marketing, New Business Development, Social Media Marketing, Competitive Analysis, Strategic Planning, Project Management, Strategy, CRM, Negotiation, Online Advertising, Start-ups, Social Media, Management, Marketing Communications, Finance, Market Analysis, Strategic Partnerships, Lead Generation, Team Leadership, Analytics, Sales Management, Brand Management, Cross-functional Team..., Product Management, Product Marketing, Marketing Management, Venture Capital, Management Consulting, B2B, Mergers & Acquisitions, Online Marketing, Integrated Marketing, Leadership, Portfolio Management, Wealth Management
Education
Boston University Questrom School of Business 2002 — 2006
BA, Finance, Entrepreneurship, Minor in International Relations
The McCallie School 1999 — 2002
WrapManager, Inc April 2009 - Present
Fisher Investments February 2008 - November 2008
Fisher Investments August 2006 - February 2008
Skills
Financial Analysis, Marketing, Investments, Business Development, Sales, Account Management, Market Research, Marketing Strategy, Equities, Entrepreneurship, Process Improvement, Business Planning, Business Strategy, Digital Marketing, New Business Development, Social Media Marketing, Competitive Analysis, Strategic Planning, Project Management, Strategy, CRM, Negotiation, Online Advertising, Start-ups, Social Media, Management, Marketing Communications, Finance, Market Analysis, Strategic Partnerships, Lead Generation, Team Leadership, Analytics, Sales Management, Brand Management, Cross-functional Team..., Product Management, Product Marketing, Marketing Management, Venture Capital, Management Consulting, B2B, Mergers & Acquisitions, Online Marketing, Integrated Marketing, Leadership, Portfolio Management, Wealth Management
Education
Boston University Questrom School of Business 2002 — 2006
BA, Finance, Entrepreneurship, Minor in International Relations
The McCallie School 1999 — 2002
Seton McAndrews, CFP®'s WrapManager, Inc Experience October 2014 - Present
Job Managing Director and Chairman of the Investment Policy Committee at WrapManager, Inc.
Industry Financial Services
Experience
WrapManager, Inc October 2014 - Present
WrapManager, Inc January 2013 - October 2014
WrapManager, Inc October 2010 - January 2013
ICON Capital Corp. June 2006 - March 2010
Morgan Stanley June 2005 - June 2006
Skills
Series 7, Investments, Securities, Wealth Management, Asset Managment, Fixed Income, Venture Capital, Financial Modeling, Private Equity, Equities, Portfolio Management, Investment Banking, Alternative Investments, Asset Management
Education
Stanford University 2001 — 2005
BA, Human Biology
Queensbury High School 1997 — 2001
WrapManager, Inc October 2014 - Present
WrapManager, Inc January 2013 - October 2014
WrapManager, Inc October 2010 - January 2013
ICON Capital Corp. June 2006 - March 2010
Morgan Stanley June 2005 - June 2006
Skills
Series 7, Investments, Securities, Wealth Management, Asset Managment, Fixed Income, Venture Capital, Financial Modeling, Private Equity, Equities, Portfolio Management, Investment Banking, Alternative Investments, Asset Management
Education
Stanford University 2001 — 2005
BA, Human Biology
Queensbury High School 1997 — 2001
Katie O'Connor's WrapManager, Inc Experience November 2014 - Present
Job Wealth Management Operations & Client Service Specialist
Industry Financial Services
Experience
WrapManager, Inc November 2014 - Present
Goldman Sachs March 2010 - July 2014
Morgan Stanley September 2007 - March 2010
Skills
Risk Management, Financial Advisory, Wealth Management, Investment Banking, Customer Service, Operations Management, Manage Client..., Process Improvement, Organization, Communication, Positive Personality, Dependable Team Player, Trading, Training, Investments, Management, Equities, Asset Management, Portfolio Management, Finance
Education
Loughborough University 2003 — 2007
Bachelor of Science Degree with Honors, Banking, Finance and Management, Awarded Grade: First Class (1:1)
WrapManager, Inc November 2014 - Present
Goldman Sachs March 2010 - July 2014
Morgan Stanley September 2007 - March 2010
Skills
Risk Management, Financial Advisory, Wealth Management, Investment Banking, Customer Service, Operations Management, Manage Client..., Process Improvement, Organization, Communication, Positive Personality, Dependable Team Player, Trading, Training, Investments, Management, Equities, Asset Management, Portfolio Management, Finance
Education
Loughborough University 2003 — 2007
Bachelor of Science Degree with Honors, Banking, Finance and Management, Awarded Grade: First Class (1:1)
Jonathan Spector, CFP® Jonathan Spector, CFP®'s WrapManager, Inc Experience April 2013 - November 2014
Job Associate Advisor at Personal Financial Consultants
Industry Financial Services
Experience
Personal Financial Consultants December 2014 - Present
WrapManager, Inc April 2013 - November 2014
TD Ameritrade April 2009 - April 2013
AXA Advisors April 2008 - April 2009
United States Senate September 2004 - December 2004
Skills
Finance, Business Development, Investments, Series 7, Insurance, Strategic Financial..., Mutual Funds, Series 63, Banking, Financial Analysis, Financial Planners, Securities, Asset Managment, Risk Management, Financial Services, Asset Management, Wealth Management, Wealth, PowerPoint, Retirement
Education
University of Southern Maine 2000 — 2004
Political Science
Lawrence University
Personal Financial Consultants December 2014 - Present
WrapManager, Inc April 2013 - November 2014
TD Ameritrade April 2009 - April 2013
AXA Advisors April 2008 - April 2009
United States Senate September 2004 - December 2004
Skills
Finance, Business Development, Investments, Series 7, Insurance, Strategic Financial..., Mutual Funds, Series 63, Banking, Financial Analysis, Financial Planners, Securities, Asset Managment, Risk Management, Financial Services, Asset Management, Wealth Management, Wealth, PowerPoint, Retirement
Education
University of Southern Maine 2000 — 2004
Political Science
Lawrence University
Doug Hutchinson, CFA's WrapManager, Inc Experience August 2014 - Present
Job Investment Analyst at WrapManager, Inc
Industry Investment Management
Experience
WrapManager, Inc August 2014 - Present
Self-Employed September 2011 - August 2014
Leading Edge Investment Advisors December 2008 - June 2011
Amervest Company, Inc. January 2007 - December 2008
Amervest Company, Inc. January 2005 - January 2007
Amervest Company, Inc. March 2003 - January 2007
Skills
Fixed Income Trading, Performance Attribution, Fixed Income, Trading, Financial Analysis, Bloomberg, Portfolio Management, Capital Markets, Client Service, Excel, Settlement, Credit Research, PORTIA, Advent Axys, BondEdge, PowerPoint, Microsoft Word
Education
University of California, Santa Barbara 1997 — 2001
BA, Business Economics
WrapManager, Inc August 2014 - Present
Self-Employed September 2011 - August 2014
Leading Edge Investment Advisors December 2008 - June 2011
Amervest Company, Inc. January 2007 - December 2008
Amervest Company, Inc. January 2005 - January 2007
Amervest Company, Inc. March 2003 - January 2007
Skills
Fixed Income Trading, Performance Attribution, Fixed Income, Trading, Financial Analysis, Bloomberg, Portfolio Management, Capital Markets, Client Service, Excel, Settlement, Credit Research, PORTIA, Advent Axys, BondEdge, PowerPoint, Microsoft Word
Education
University of California, Santa Barbara 1997 — 2001
BA, Business Economics
Leslie Horgan's WrapManager, Inc Experience January 2012 - Present
Job Client Service Specialist at WrapManager, Inc
Industry Financial Services
Experience
WrapManager, Inc January 2012 - Present
YBR Financial Advisors September 2007 - August 2011
Bank of America September 2003 - September 2007
Education
Santa Clara University 2001 — 2003
Bachelor's degree, Political Science and Government
WrapManager, Inc January 2012 - Present
YBR Financial Advisors September 2007 - August 2011
Bank of America September 2003 - September 2007
Education
Santa Clara University 2001 — 2003
Bachelor's degree, Political Science and Government