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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
XML Financial Group October 2004 - Present
Education
University of Maryland College Park
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
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