XML Financial Group

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18 XML Financial Group employees in database. Find out everything there's to know about XML Financial Group 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.

XML Financial Group Employees

Employee
Years
Job
Industry
John Picard John Picard New York, New York Details
John Picard's XML Financial Group Experience September 2013 - February 2014
Job Leveraged Finance Analyst at CIT Group
Industry Financial Services
Experience
CIT  July 2015 - Present
Citi  June 2014 - August 2014
XML Financial Group   September 2013 - February 2014
Fidelity Investments  June 2013 - August 2013
PwC  May 2013 - May 2013
Vern Rainville Carpentry   June 2012 - August 2012

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Research, Social Networking, Editing, Fundraising, Press Releases, Leadership, Event Planning, Bloomberg Terminal, Finance, Investments

Education
University of Maryland College Park   2011 — 2015
Bachelor of Science (B.S.), Finance

Universitat Autònoma de Barcelona   2014 — 2014

Mount Saint Charles Academy   2007 — 2011

Natalie (Hardy) Gosselin Natalie (Hardy) Gosselin Rockville, Maryland Details
Natalie (Hardy) Gosselin's XML Financial Group Experience June 2009 - Present
Job LPL Registered Sales Assistant at XML Financial Group
Industry Financial Services
Experience
XML Financial Group   June 2009 - Present
Morgan Stanley  August 2006 - June 2009
Princeton Sports  December 2000 - September 2006
Legg Mason  May 2004 - August 2004

Education
McDaniel College   2002 — 2006
Business and Economics, Art History

Towson High School   1999 — 2002

Zain Shamim Zain Shamim Washington D.C. Metro Area Details
Zain Shamim's XML Financial Group Experience June 2013 - July 2013
Job Valuation Intern at Economics Partners, LLC
Industry Financial Services
Experience
Economics Partners, LLC  October 2015 - Present
PwC  May 2015 - July 2015
URAC  June 2014 - September 2014
Paradyme Management Inc.  September 2013 - May 2014
XML Financial Group   June 2013 - July 2013

Skills
Leadership, Microsoft Excel, Public Speaking, Financial Analysis, Market Research, Business Development

Education
University of Maryland - Robert H. Smith School of Business   2012 — 2016
B.A. Economics, B.S. Accounting

Gaithersburg High School   2008 — 2012
Academy of Science & Technology, 3.7

Samuel Genetti Samuel Genetti Greater Detroit Area Details
Samuel Genetti's XML Financial Group Experience May 2013 - August 2013
Job Staff Accountant at Walter, Boesky & Associates, P.C.
Industry Accounting
Experience
Walter, Boesky & Associates, P.C.   July 2014 - Present
MSU Union  September 2011 - July 2014
Varia Systems, Inc.   June 2013 - August 2013
XML Financial Group   May 2013 - August 2013
Mark Gentry Partners, LLC.   January 2012 - August 2012
GMG  December 2010 - September 2011
Fusion Communications  July 2009 - August 2010

Education
Walsh College   2014 — 2016
Master of Accountancy, Accounting and Business/Management, Graduate Student

Michigan State University   2010 — 2014
Bachelor of Arts (B.A.), Economics

Berkley High School   2006 — 2010

Dustin Burns, CPA Dustin Burns, CPA Elkridge, Maryland Details
Dustin Burns, CPA's XML Financial Group Experience January 2011 - May 2011
Job Senior Associate Audit at PwC
Industry Accounting
Experience
PwC  September 2012 - Present
XML Financial Group   January 2011 - May 2011

Skills
Accounting, Auditing, Information Systems, US GAAP, Assurance, Valuation, Financial Reporting, Internal Controls, External Audit, Sarbanes-Oxley Act, Microsoft Excel, SEC filings, Microsoft Office, Finance, CPA, Big 4

Education
University of Maryland College Park   2009 — 2012
Accounting

University of Maryland College Park   2009 — 2012
Bachelor of Science (BS), Management Information Systems, General

Montgomery College   2007 — 2009
Associate of Arts (AA), Business Administration and Management, General

Jonathan Lowe Jonathan Lowe Washington D.C. Metro Area Details
Jonathan Lowe's XML Financial Group Experience August 2009 - Present
Job Senior Financial Consultant, XML Financial Group
Industry Financial Services
Experience
XML Financial Group   August 2009 - Present
Montgomery County Chamber of Commerce  2013 - Present
TJ-JL Foundation, Inc.   January 2010 - Present
American Diabetes Association  March 2010 - Present
The C.L.A.Y. Foundation   November 2012 - Present
JUST TRYAN IT   January 2011 - November 2012
Stifel Nicolaus  January 2007 - October 2009
Ryan Beck & Co.   September 2005 - October 2009
Wachovia Securities Financial Network  March 2000 - October 2005

Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Finance, Fundraising, Estate Planning, Public Speaking, New Business Development, Strategic Planning, Small Business, Financial Services, Leadership, Portfolio Management, Philanthropy, Non-profits, Insurance, Nonprofits, Executive Management, IRAs, Life Insurance, Financial Modeling, 401k, Series 7, Financial Analysis, Program Management, Retirement, Strategy, Equities, Financial Planning, Asset Managment, Investment Advisory, Asset Allocation, Employee Benefits, Investment Strategies, Asset Management, Business Planning, Financial Planners, Securities, Risk Management, Financial Advisory, Series 63, Wealth, Uniform Combined State..., Alternative Investments, Long-term Care, Investment Management, Disability Insurance

Education
East Carolina University   1990 — 1993

Walter Johnson High School   1985 — 1989

Jason Klopman Jason Klopman Washington D.C. Metro Area Details
Jason Klopman's XML Financial Group Experience August 2006 - Present
Job Senior Financial Consultant
Industry Financial Services
Experience
XML Financial Group   August 2006 - Present

Skills
Securities, 401k, FINRA, IRAs, Finance, Management, Series 7, Mutual Funds, Portfolio Management, Strategic Financial..., Investments, Asset Allocation, Financial Analysis, Wealth Management, Investment Advisory, Asset Management, Financial Reporting, Personal Finance, Corporate Finance, Retirement Planning

Education
University of Maryland College Park   2002 — 2006

Remi Dhillon Remi Dhillon Philadelphia, Pennsylvania Details
Remi Dhillon's XML Financial Group Experience February 2010 - May 2010
Job Financial Analyst at Integrated Productions, LLC.
Industry Financial Services
Experience
Integrated Productions, LLC.   May 2012 - Present
Hollister Co.  February 2013 - October 2013
Drayton Laundry Services   June 2011 - December 2012
XML Financial Group   February 2010 - May 2010

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Media Marketing, Spanish, Marketing, Customer Service, Microsoft Access, Public Relations, Public Speaking, Finance

Education
University of Maryland College Park   2008 — 2012
Bachelor of Science (B.S.), Finance, 3.55

Universitat Politècnica de València   2011 — 2011

North Hunterdon High School

Alexander Alperstein Alexander Alperstein Washington D.C. Metro Area Details
Alexander Alperstein's XML Financial Group Experience September 2008 - November 2009
Job Vice President at AMR Commercial Real Estate
Industry Real Estate
Experience
AMR Commercial Real Estate   May 2012 - Present
CoStar Group  September 2010 - May 2012
XML Financial Group   September 2008 - November 2009

Skills
Marketing, Salesforce.com, Sales, Brokerage, Leases, Real Estate Development, Customer Service, Investments, Commercial Real Estate, Valuation, Negotiation, Real Estate Transactions, Real Estate Economics, Location Intelligence, Corporate Real Estate, Disposition, Property Management, Investment Properties, Real Estate, Dispositions

Education
Georgetown University   2010 — 2011
Masters, Real Estate Finance

University of Maryland - Robert H. Smith School of Business   2004 — 2008
Bachelor of Science, Finance

GDS

Keith Hoerburger Keith Hoerburger Pittsburgh, Pennsylvania Details
Keith Hoerburger's XML Financial Group Experience January 2011 - March 2011
Job WPL P2P Finance and Operations at Texas Instruments
Industry Financial Services
Experience
Texas Instruments  July 2015 - Present
University of Pittsburgh  October 2013 - April 2015
Stallion Oilfield Services  May 2014 - August 2014
Kastle Systems  June 2013 - August 2013
Kastle Systems  January 2012 - May 2013
Kastle Systems  September 2011 - May 2013
Kastle Systems  July 2011 - September 2011
Adele's Restaurant  September 2009 - June 2011
XML Financial Group   January 2011 - March 2011

Skills
Customer Service, Training, Analysis, Data Entry, Account Management, Microsoft Office, Leadership, Lean Six Sigma, Entrepreneurship, Marketing, Human Resources, Microsoft Excel, Sales, Accounting, New Business Development, Negotiation, Time Management, Access, Security, Payroll, Outlook, Retail, Public Speaking

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2013 — 2015
Master of Business Administration (M.B.A.), Finance and Operations

University of Maryland College Park   2008 — 2011
Bachelor's degree, Economics

King's College   2007 — 2008
Accounting

Noah Bergman Noah Bergman Potomac, Maryland Details
Noah Bergman's XML Financial Group Experience May 2014 - August 2014
Job Student at The University of Michigan studying Sport Management
Industry Sports
Experience
Washington Redskins  June 2015 - Present
XML Financial Group   May 2014 - August 2014
Peer2Peer Tutors  October 2012 - October 2013
Kids After Hours Inc   June 2012 - June 2013
Pool Personnel Inc.  June 2012 - August 2012

Skills
Microsoft Office, Social Media, Event Management, DJ/Producer

Education
University of Michigan   2013 — 2017
Bachelor's Degree, Sport and Fitness Administration/Management, GPA: 3.62/4.00

Winston Churchill High School   2009 — 2013
High School, GPA: 4.60/5.00

Joe Dowden Joe Dowden Greater New York City Area Details
Joe Dowden's XML Financial Group Experience January 2008 - January 2008
Job Recruiter, Global Talent Acquisition at Verizon
Industry Staffing and Recruiting
Experience
Verizon  March 2014 - Present
Accountemps  April 2013 - March 2014
Felix, Inc   January 2013 - March 2013
Selective Insurance Company of America  May 2011 - September 2012
The County Seat  June 2008 - May 2011
Steve's Sussex County Landscaping   May 2006 - May 2011
Lehman Brothers  January 2008 - January 2008
XML Financial Group   January 2008 - January 2008

Skills
PowerPoint, Microsoft Office, Teamwork, Public Speaking, Problem Solving, Excel, Access, Microsoft Excel, Accounting, Analysis, Data Analysis, Human Resources, Insurance, Marketing, Finance, Sales

Education
University of Maryland College Park   2007 — 2010
B.S. & B.A, Finance and Economics, 3.4/4.0

Università Commerciale 'Luigi Bocconi'   2009 — 2009

County College of Morris   2005 — 2007
AA-Liberal Arts, Concentration in Business Administration

Harrison Bridge Harrison Bridge Washington D.C. Metro Area Details
Harrison Bridge's XML Financial Group Experience May 2012 - August 2012
Job Student at University of Maryland College Park
Industry Financial Services
Experience
EY  June 2014 - August 2014
GCE  June 2013 - August 2013
XML Financial Group   May 2012 - August 2012
Matchbox  May 2012 - August 2012
Georgetown Aquatics  May 2009 - August 2011

Skills
Finance, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Leadership, Philanthropy

Education
University of Maryland College Park   2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance

Elliot Barber Elliot Barber Takoma Park, Maryland Details
Elliot Barber's XML Financial Group Experience January 2008 - December 2008
Job Real Estate Agent
Industry Real Estate
Experience
Long & Foster Real Estate  November 2009 - Present
XML Financial Group   January 2008 - December 2008

Skills
Selling, Real Estate, Investment Properties, Real Property, Marketing, Sellers, REO, Investors, Move Up Buyers, Buyer Representation, Townhomes, Property, Home Staging, First Time Home Buyers, Listings, Sales, Buyers, Single Family Homes, Foreclosures, Short Sales, Condos, Real Estate Transactions

Education
University of Maryland College Park   2001 — 2007
Landscape Architecture

Max Watstein Max Watstein Washington D.C. Metro Area Details
Max Watstein's XML Financial Group Experience 2008 - 2008
Job Senior Consultant at Kalman & Company, Inc.
Industry Management Consulting
Experience
Kalman & Company, Inc.   March 2013 - Present
Kalman & Company, Inc.   January 2011 - March 2013
Rocklands   May 2007 - January 2011
XML Financial Group   2008 - 2008

Skills
DoD, Operational Planning, Emotional Freedom, Leadership, Proposal Writing, Management, Negotiation, Craigslist

Education
University of Maryland College Park   2006 — 2009
BA, Economics

Mariana Lieu Mariana Lieu Washington D.C. Metro Area Details
Mariana Lieu's XML Financial Group Experience October 2004 - Present
Job Senior Associate at XML Financial Group
Industry Financial Services
Experience
XML Financial Group   October 2004 - Present

Education
University of Maryland College Park

Matthew Weil Matthew Weil Greater New York City Area Details
Matthew Weil's XML Financial Group Experience 2007 - 2008
Job Sales Manager, Ultimate Integration
Industry Electrical/Electronic Manufacturing
Experience
Ultimate Integration   January 2013 - Present
Hardware Innovations - Sylvania   June 2009 - December 2012
Unipark Valet   January 2008 - June 2009
XML Financial Group   2007 - 2008

Skills
Selling Skills, Power Distribution, Sales, Product Development, Advertising, Retail, Management, Manufacturing, Training, Account Management, Competitive Analysis, Sales Management, Marketing Strategy, Marketing, Product Marketing, New Business Development, Negotiation, Inventory Management, Strategic Planning, Customer Service

Education
University of Maryland College Park   2005 — 2008
Bachelor of Science (B.S.), Economics, Business Management

Robert Feirson, CPA Robert Feirson, CPA Washington D.C. Metro Area Details
Robert Feirson, CPA's XML Financial Group Experience July 2012 - April 2014
Job Assistant Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  July 2014 - Present
XML Financial Group   July 2012 - April 2014
Strategic Financial Associates   July 2007 - June 2012
Wachovia Securities  2005 - 2007
Morgan Stanley Smith Barney  1994 - 2004
GTE Spacenet  1987 - 1994
Pepco Holdings, Inc.   1984 - 1987
Becker Sarran & Kessler, CPAs   1978 - 1984

Skills
Investments, Strategic Financial..., Personal Financial..., Mutual Funds, New Business Development, Asset Management, Strategy, Risk Management, Insurance, General Securities..., Investment Advisor..., Business Succession..., Investment Portfolio..., Asset Allocation, Portfolio Management, Investment Strategies, Series 63, Series 7, Investment Advisory, Finance, Alternative Investments, Financial Services, Financial Analysis

Education
University of Arizona, Eller College of Management   1972 — 1977
BSBA, Accounting