ZT Wealth

Description

Address: 641 Lexington Ave, New York, NY 10022 Phone: (212) 644-4343Category: Hours: Place name: : : : Website: : : : Website: http://ztwealth.com/ Category: Financial consultant 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 missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of ZT Wealth International Posting publicly on the Web Write a review Reviews Be the first to review

ZT Wealth List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at ZT Wealth. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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ZT Wealth Employees

Employee
Years
Job
Industry
Elizabeth Ha Elizabeth Ha Greater Chicago Area Details
Elizabeth Ha's ZT Wealth Experience June 2012 - September 2013
Job Senior Graphic Designer, Apparel and Retail at Sears Holdings Corporation
Industry Graphic Design
Experience
Sears Holdings Corporation - Evoke Creative Services   April 2014 - Present
Sweet  May 2010 - July 2014
Martha Turner Sotheby's International Realty  September 2013 - April 2014
ZT Wealth   June 2012 - September 2013
Newton Marketing, LLC   August 2010 - June 2012
Mikel Marketing   November 2006 - May 2008
Rich Imports   December 2005 - October 2007

Skills
Photoshop, Illustrator, InDesign, Dreamweaver, WordPress, Graphic Design, Web Design, Fashion Photography, Fashion, Graphics, Adobe Creative Suite, Typography, Marketing Communications, Event Planning, Art Direction, Creative Direction, Interaction Design, Flash, Microsoft Office, Sales, Branding & Identity, Art, User Interface Design, Logo Design, Layout

Education
University of Houston   2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Biology and Mathematics

Nimrah Siddiqui Nimrah Siddiqui Houston, Texas Area Details
Nimrah Siddiqui's ZT Wealth Experience October 2014 - Present
Job Administrative Assistant at The Citizens Foundation, USA (TCFUSA)
Industry International Affairs
Experience
The Citizens Foundation, USA (TCF-USA)   January 2015 - Present
ZT Wealth   October 2014 - Present
New America Foundation  October 2012 - November 2012
Woodrow Wilson International Center for Scholars  September 2012 - November 2012
Wellesley College Alumnae Association  January 2010 - May 2012
Wellesley Association for South Asian Cultures   August 2008 - May 2012
Wellesley College  January 2011 - April 2012
Crossing Borders Group, LLC  June 2010 - September 2010

Skills
Spanish, Facebook, Stata, Editing, History, Blogging, Social Media, Research, Public Speaking, Writing, Leadership, Nonprofits, Event Management, Data Analysis, Event Planning, International Relations, Microsoft Office, Fundraising, Qualitative Research, Community Outreach, Economics, Teaching

Education
The University of Texas at Austin   2013 — 2013
Intensive Arabic Summer Institute

School of Oriental and African Studies, U. of London   2013 — 2014
Master's degree, Near and Middle Eastern Studies, First Class Honors

Wellesley College   2008 — 2012
Bachelor's degree, History

The John Cooper School   2004 — 2008
High School Diploma

Owais Dhaduk Owais Dhaduk Sugar Land, Texas Details
Owais Dhaduk's ZT Wealth Experience May 2013 - May 2014
Job Analyst at The Claro Group
Industry Management Consulting
Experience
The Claro Group  January 2015 - Present
Total Gas & Power Ltd  June 2014 - December 2014
ZT Wealth   May 2013 - May 2014
Scottrade  August 2012 - April 2013
Clearwire  October 2010 - March 2012

Skills
Sales, Finance, Financial Analysis, Customer Service, Training, Marketing, Microsoft Office, Stocks, Equity Trading, Financial Markets, Microsoft Excel, Outlook, PowerPoint, Market Research, QuickBooks, Financial Reporting, Analysis, Trading, Options, Financial Statements, Accounting, Public Speaking

Education
University of Houston   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance

Whitley Carter Whitley Carter Houston, Texas Details
Whitley Carter's ZT Wealth Experience August 2013 - April 2014
Job Executive Assistant, Treasury Management at Cadence Bank
Industry Financial Services
Experience
Cadence Bank  April 2014 - Present
Aflac  August 2011 - Present
The Cory Redding Foundation   March 2012 - Present
ZT Wealth   August 2013 - April 2014
Michael Kors  March 2012 - November 2013
Garcia Hamilton & Associates   January 2013 - August 2013
Nations Reliable Lending  June 2012 - December 2012

Skills
Customer Service, Microsoft Office, Team Building, Management, Social Media, Account Management, PowerPoint, Microsoft Excel, Social Networking, Cold Calling, Sales, Spreadsheets, Public Relations, Wordpress, Data Entry, Office Management, Email Marketing, Research, Event Planning, Microsoft Word, Editing, WordPress, Marketing Communications, Process Scheduler, Facebook, Marketing, Advertising, Strategic Planning, Training, Access, Time Management, Leadership, Social Media Marketing, Event Management, Fundraising, Inventory Management, Nonprofits, Retail, Human Resources, Marketing Strategy, Outlook

Education
University of Houston   2008 — 2012
Bachelor of Science (B.S.), Sociology

Texas State University-San Marcos   2008 — 2009

Ayan Zindani Ayan Zindani Sugar Land, Texas Details
Ayan Zindani's ZT Wealth Experience December 2009 - January 2010
Job VP of XE Hospitality
Industry Hospitality
Experience
XE Hospitality   August 2014 - Present
Remington Hotels  April 2014 - August 2014
Remington Hotels  November 2013 - March 2014
ZT Wealth   December 2009 - January 2010
Dr. Kahn’s Pediatrics   August 2008 - December 2008

Skills
International Business, International Trade, French, International Relations, Spanish, Multilingual, International..., Teamwork, Intercultural..., Customer Service, Microsoft Office, Management, Sales, Marketing, Research, Microsoft Word, Leadership, PowerPoint

Education
Texas A&M University   2009 — 2013
Bachelor of Arts (B.A), International Commerce

Baber Sheikh Baber Sheikh Houston, Texas Details
Baber Sheikh's ZT Wealth Experience September 2013 - August 2014
Job Energy Investment Banking
Industry Venture Capital & Private Equity
Experience
Raymond James Financial Inc.  August 2014 - Present
ZT Wealth   September 2013 - August 2014
UBS Investment Bank  2011 - August 2013
EDF Trading  2010 - 2010
Citigroup Energy Inc.  2007 - 2009
Citigroup  2004 - 2007
ICF International  2002 - 2004

Skills
Valuation, Structured Finance, Financial Modeling, Derivatives, Investment Banking, Options, Corporate Finance, Capital Markets, Commodity, Hedging, Trading, Asset Management, Energy, Investments, Financial Structuring, Mergers & Acquisitions, Credit Derivatives, Interest Rate..., Proprietary Trading, High Yield, Hedge Funds, Equity Research, Emerging Markets, Private Equity, Alternative Investments, Equities, Bloomberg, Finance, Fixed Income, Economics, LBO, Financial Markets, Structured Products, Due Diligence, Financial Analysis

Education
Jones Graduate School of Business, Rice University   2009 — 2011
MBA

Haverford College   1998 — 2002
BA

Karachi Grammar School   1990 — 1998

BILAL SAEED BILAL SAEED Sugar Land, Texas Details
BILAL SAEED's ZT Wealth Experience June 2007 - Present
Job Financial Controller
Industry Accounting
Experience
ZT Wealth   June 2007 - Present

Skills
Leadership, Financial Accounting, Capital Budgeting, Variance Analysis, Internal Controls, Controls and processes, Highly Detailed, Fixed Asset Management, Budget Forecasts, Controllership Functions, Billing & Management of..., Strategic Planning, Debt & Equity Financing, International..., Handling External Audits, Accounting and Process...

Education
London Metropolitan University   2005 — 2007
Associate's Degree, Accounting and Finance

London College of Accountancy
Master's Degree, Accounting and Finance

Ibrahim Khalid Ibrahim Khalid Irving, Texas Details
Ibrahim Khalid's ZT Wealth Experience October 2013 - February 2014
Job Owner at Smokes n Vapor, Clouds Ministry
Industry Retail
Experience
Clouds Ministry   February 2015 - Present
Smokes n Vapor   June 2014 - Present
ZT Wealth   October 2013 - February 2014
Garza Independence High School   November 2012 - September 2013
Gharnata International School   June 2010 - August 2010
University of Texas at Austin  January 2007 - November 2007
JUFFALI, IBM workshop   July 2006 - August 2006

Skills
Operating Systems, Microsoft Office, Public Speaking, Python, Data Analysis, Hardware, Matlab, PowerPoint, Windows, Programming, C, HTML, Tutoring, Analysis, Project Management, Testing, Research, Business Planning, Small Business, Entrepreneurship

Education
The University of Texas at Austin   2004 — 2012
BA, Mathematics

Robin McClain Robin McClain Houston, Texas Area Details
Robin McClain's ZT Wealth Experience December 2011 - February 2012
Job Marketing Strategies & Programs
Industry Management Consulting
Experience
KPMG  March 2015 - Present
KPMG  July 2013 - March 2015
Raymond James Financial Inc.  February 2012 - June 2013
ZT Wealth   December 2011 - February 2012
Salient Partners  September 2009 - December 2011
Treubau die Fachverwalter GmbH   2008 - 2009

Skills
Event Planning, Management, Microsoft Excel, Microsoft Office, Process Scheduler, Outlook, Leadership, Investments, PowerPoint, Microsoft Word, Customer Service, Contract Negotiation, Accounting, Press Releases, Sales, Financial Analysis, Media Relations, Administrative..., Event Management, Strategic Planning, Budgets, Social Media Marketing, Marketing Strategy, Online Marketing, Digital Marketing, Integrated Marketing, Email Marketing, Reporting & Analysis, Performance Reporting, Web Analytics, Google Analytics, Marketing Analytics

Education
Louisiana State University and Agricultural and Mechanical College   2004 — 2008
B.A., Communications Studies, Business Administration

Juby Daniel Juby Daniel Pearland, Texas Details
Juby Daniel's ZT Wealth Experience September 2012 - February 2013
Job Accountant at Duff, Kitchel, and Company
Industry Accounting
Experience
Duff, Kitchel, and Company   February 2013 - Present
ZT Wealth   September 2012 - February 2013
Goldstein & Lipski, PLLC   November 2009 - September 2012
Victory Transportation System, Inc   2009 - 2009
Werble Consulting Group Inc   2008 - 2008
Sterling Research Group, Inc   2008 - 2008
Northern Parklife, Inc   2006 - 2008

Skills
Tax, QuickBooks, General Ledger, Income Tax, Account Reconciliation, Accounts Receivable, Corporate Tax, Journal Entries, Bookkeeping, Financial Reporting, Sales Tax, Accounting, Accounts Payable, 1099 Misc Forms, Microsoft Office, Tabs, Month End Close, Cost Accounting

Education
University of South Florida
Bachelor of Science (B.S.), Accounting

Edward Liu Edward Liu Houston, Texas Area Details
Edward Liu's ZT Wealth Experience October 2011 - Present
Job IT Manager at Altus Health System
Industry Financial Services
Experience
ZT Wealth   October 2011 - Present
Altus Healthcare Management Services  March 2011 - Present
ZT Wealth   September 2009 - Present
Altus Healthcare Management Services  September 2009 - Present
Crate & Barrel  May 2004 - September 2009

Skills
Customer Service, Microsoft Excel, Outlook, Microsoft Word, Management, Strategic Planning, Team Leadership, Team Building, SAP, Leadership, Financial Analysis, Microsoft Office, Operations Management, PowerPoint, Inventory Management, Budgets, Analysis, Business Analysis, Sales, Marketing, Computer Network...

Education
University of Houston   2000 — 2004
Accounting, Business Management

Azhar Hirani Azhar Hirani Houston, Texas Area Details
Azhar Hirani's ZT Wealth Experience June 2007 - Present
Job VICE PRESIDENTPRIVATE EQUITY
Industry Financial Services
Experience
ZT Wealth   June 2007 - Present

Education
University of Houston
Finance and Management

Ali Tariq Ali Tariq Houston, Texas Details
Ali Tariq's ZT Wealth Experience January 2015 - Present
Job VP of Finance and Operational Analytics at ZT Wealth
Industry Financial Services
Experience
ZT Wealth   January 2015 - Present
ZT Wealth   July 2013 - Present
ZT Wealth   February 2012 - June 2013
Royal Bank of Scotland  July 2010 - August 2010

Skills
Financial Modeling, Microsoft Office, PowerPoint, Microsoft Excel, Portfolio Management, Accounting, Financial Analysis, Microsoft Word, Client Relations Skills, Business Analysis, Investments, Financial Reporting, Corporate Finance, Risk Management, Banking, Management, Asset Management, Leadership, Finance, Analysis, Economics, Valuation, Credit Risk, Managerial Finance

Education
Lahore University of Management Sciences   2007 — 2011
Bachelor of Science (BSc), Economics and Politics

R.J. Singh R.J. Singh Sarasota, Florida Area Details
R.J. Singh's ZT Wealth Experience 2010 - 2011
Job Passionate about Financial Planning Solutions, Investment Consultant
Industry Financial Services
Experience
Fidelity Investments  2015 - Present
AIG  2014 - 2015
Morgan Stanley  2012 - 2014
Morgan Stanley  2011 - 2012
Brand Promotion Services   2007 - 2012
ZT Wealth   2010 - 2011

Skills
401k, Asset Allocation, Portfolio Management, Mortgage Lending, Retirement Planning, Strategic Financial..., Series 7, Fixed Income, Equities, Due Diligence, Mutual Funds, Financial Analysis, Investment Advisory, Wealth Management..., Uniform Combined State..., Investments, Private Banking, Investment Strategies, Retirement Goal Analysis, Alternative Investments, CRM, Series 66, Securities Lending, Finance, Variable Annuities, ETFs, UITs, MLPs, Alternative Investment..., Performance Reports, Client Relationship..., Business Development, Asset Management, Estate Planning, Financial Advisory, Securities, Bloomberg, Investment Management, Financial Modeling, FINRA, Personal Financial..., Financial Planners, Banking

Education
Rice University   2014 — 2014
CFP® Graduate Certificate Program, Financial Planning and Services

University of Houston-Downtown
Bachelor of Business Administration (BBA), Finance

Joyce Armstrong Joyce Armstrong Houston, Texas Details
Joyce Armstrong's ZT Wealth Experience March 2011 - Present
Job AVP of Marketing and Operations at ZT Wealth
Industry Financial Services
Experience
ZT Wealth   March 2011 - Present
Katz's deli & bar   June 2002 - March 2011

Skills
Strategic Planning, Business Expansion, New Business Development, Trademarks, Communication Skills, Marketing Communications, Operations Management, Public Relations, Press Releases, Proposal Writing, Speech Writing, Company Presentations, Analytics, Data Analysis, Account Management, Marketing, Photography, Dispute Resolution, Construction Management, Contracts Administration, Supervisory Skills, Report Writing, Customer Service, Account Reconciliation, Internal Controls, Accounts Payable, Accounts Receivable, Contractors, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, PowerPoint

Education
The University of Texas at Austin   1995 — 2001
Bachelor of Arts (B.A.), Sociology

University of Houston   1996 — 1998

Nick Burrell Nick Burrell College Station, Texas Details
Nick Burrell's ZT Wealth Experience June 2014 - August 2014
Job Financial Analyst at Postlethwaite & Netterville
Industry Financial Services
Experience
Postlethwaite & Netterville  August 2015 - Present
ZT Wealth   June 2014 - August 2014
Golden Triangle Foot & Ankle Specialists   August 2007 - November 2011

Skills
Microsoft Office, Microsoft Excel, Teamwork, PowerPoint, Customer Service, Social Media, Research, Microsoft Word, Bloomberg Terminal, Crystal Ball, Marketing, Financial Analysis, Analysis, Data Analysis, Social Networking, Finance, Outlook

Education
Texas A&M University   2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance

Denise Rohrer Denise Rohrer Houston, Texas Details
Denise Rohrer's ZT Wealth Experience July 2013 - December 2013
Job Marketing Communications and Public Relations Manager at Full Service Strategic Communications Firm in Houston
Industry Public Relations and Communications
Experience
Gilbreath Communications, Inc.   June 2014 - Present
Altus Health  October 2013 - June 2014
ZT Wealth   July 2013 - December 2013
Spark Energy  November 2012 - June 2013
Internet LAVA, LLC  August 2011 - November 2012
Famous Vodka   August 2010 - December 2010
The University of Texas at Austin  June 2010 - September 2010

Skills
SEO, Public Relations, Marketing, Press Releases, Online Social Networking, Online Content, Online Presence, Social Media Marketing, Integrated Marketing, Marketing Communications, Web Marketing, Product Marketing, Marketing Strategy, Public Affairs, Sales Promotion, Online Business..., Public Speaking, Spanish, Castellano, Swimming, Rowing, Horse Training, Legal Marketing, CRM, Business Relationship..., Renewal Retention, Sales, Promotions, Website Promotion, Computer Proficiency, Digital Marketing, Digital Strategy, Online Reputation..., Online Lead Generation, Blogger, Crisis Management, Social Media, Media Relations, Brand Awareness, Event Planning, Strategic Communications, SEM, Google Analytics, Corporate Communications, Publicity, Copywriting, Brand Management, YouTube, Reputation Management, Google+

Education
The University of Texas at Austin   2007 — 2010
Bachelor of Science in Public Relations, Communications, Public Relations

IES Abroad, Buenos Aires, Argentina   2009 — 2009
Spanish / Castellano, Argentine Environment, Culture & Art

Instituto Universitario Nacional del Arte   2009 — 2009
Dance and Performing Arts

Cypress Creek High School   2003 — 2005

Nick Duplan Nick Duplan Port Neches, Texas Details
Nick Duplan's ZT Wealth Experience January 2013 - Present
Job Analyst at ZT Wealth
Industry Hospital & Health Care
Experience
ZT Wealth   January 2013 - Present
American National Insurance  2012 - 2012

Skills
Financial Analysis

Education
Our Lady of the Lake University   2014 — 2015
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management, 3.88

The University of Texas at Austin   2011 — 2012
Master's Degree, Actuarial Science, 3.63

Lamar University   2008 — 2010
Bachelor's Degree, Statistics, 4.0

Christina Ilonzeh Christina Ilonzeh Houston, Texas Details
Christina Ilonzeh's ZT Wealth Experience January 2014 - Present
Job Office Manager / Executive Assistant
Industry Public Relations and Communications
Experience
ZT Wealth   January 2014 - Present
Unique Urban Rocks Jewelry   June 2013 - Present
Michael Kors  June 2013 - December 2013
The Daily Cougar – University of Houston   February 2012 - May 2013
University of Houston  January 2012 - May 2013

Skills
Press Releases, Marketing, Advertising, New Business Development, Public Relations, Microsoft Office, Consulting, Sales Management, Leadership, CRM, Social Media, Customer Service, Fundraising, Sales, Strategic Planning, Cold Calling, Social Media Marketing, Social Networking, Marketing Communications, Event Planning, Facebook, Event Management

Education
University of Houston   2010 — 2013
Communication in Public Relations

Taylor Choate Taylor Choate Houston, Texas Details
Taylor Choate's ZT Wealth Experience September 2012 - March 2014
Job ABM Onsite Services
Industry Facilities Services
Experience
ABM Industries  March 2014 - Present
ZT Wealth   September 2012 - March 2014
QVC  2012 - 2012
Information Technology Strategic Communications, LLC   2011 - 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Access

Education
Houston Baptist University   2015 — 2017
Masters Theology/Theological Studies

Texas Lutheran   2008 — 2012
Bachelor of Arts (BA), Communication and Media Studies

Yasmin Leon Yasmin Leon Houston, Texas Area Details
Yasmin Leon's ZT Wealth Experience December 2012 - July 2013
Job Teacher at YES Prep Public Schools
Industry Primary/Secondary Education
Experience
YES Prep Public Schools  July 2013 - Present
ZT Wealth   December 2012 - July 2013
Southwestern University  September 2012 - December 2012
The Buckingham and The Plaza   December 2008 - September 2012
Southwestern University  August 2011 - May 2012

Skills
Statistics, Teamwork, Mathematics, Microsoft Office, Bilingual-Spanish, Microsoft Excel, PowerPoint, Microsoft Word, Research, Outlook, Tutoring, Analysis, Windows, Critical Thinking, Time Management, Mathematica, Spanish, Teaching

Education
Southwestern University   2009 — 2012
Bachelor of Arts, Mathematics

Shehzad F. Roopani Shehzad F. Roopani Houston, Texas Area Details
Shehzad F. Roopani's ZT Wealth Experience August 2013 - Present
Job SVP at ZT Wealth
Industry Financial Services
Experience
ZT Wealth   August 2013 - Present
Grant & Eisenhofer PA  May 2011 - June 2013
M. & M. Bomchil   June 2009 - August 2009
Demarest Advogados  June 2007 - August 2007

Skills
Litigation, Legal Research, Legal Writing, Corporate Law, Commercial Litigation, Class Actions, Securities Regulation, Arbitration, Business Litigation, Product Liability, Bankruptcy, Competition Law, Courts, Mediation, Corporate Governance, Securities Litigation, Trade Secrets, Legal Issues, Consumer Law, Westlaw, Civil Litigation, Patent Litigation, International Law, Legal Advice, Lexis, Appeals, Intellectual Property, Trials

Education
The University of Texas at Austin   2002 — 2005
Bachelor of Arts (B.A.), Economics

The University of Texas at Austin   2002 — 2005
Bachelor of Science (BS), Organizational Communication, General

Emory University School of Law   2006 — 2010
Doctor of Law (J.D.)

Emory University - Goizueta Business School   2008 — 2010
Master of Business Administration (MBA), Finance, General

Maggie Hediger Maggie Hediger New York, New York Details
Maggie Hediger's ZT Wealth Experience September 2013 - March 2014
Job Wellness Consultant
Industry Hospitality
Experience
Hediger Habit, LLC   May 2015 - Present
Private Family  March 2014 - July 2015
Equinox  September 2012 - February 2015
ZT Wealth   September 2013 - March 2014
Saiers Capital, LLC (Manager of the Alphabet Funds)   October 2012 - September 2013
New York Nanny Center   July 2010 - June 2012
Encore Nationwide  August 2008 - March 2011
Private Client  August 2009 - July 2010
Red Light Public Relations  June 2009 - August 2009

Skills
Facebook, Microsoft Word, Teaching, Fitness, Cooking, Management, Research, Train New Employees, Athletic Training, Event Management, Expense Reports, Microsoft Office, HR Policies, Customer Service, Customer Satisfaction, Accurate Record Keeping, Human Resources, Document Drafting, Team Building, Home Organization, Working With Children, PowerPoint, Social Media, Event Planning, Time Management, Social Networking

Education
University of Arkansas at Fayetteville   2006 — 2010
BA, Journalism/ Marketing

Philip E. Pennington, MBA, MScF Philip E. Pennington, MBA, MScF Houston, Texas Details
Philip E. Pennington, MBA, MScF's ZT Wealth Experience May 2011 - July 2013
Job Senior Financial & Corporate Shared Services Analyst at Brock Group
Industry Oil & Energy
Experience
Brock Group  August 2015 - Present
EMS USA, Inc.   August 2014 - July 2015
Siemens Wind Power  May 2014 - August 2014
Harbor Healthcare System  July 2013 - April 2014
ZT Wealth   May 2011 - July 2013
Texas Department of Criminal Justice  May 2008 - May 2011

Skills
Mergers & Acquisitions, Financial Modeling, Private Equity, Strategic Financial..., Planning Budgeting &..., C-Level Executive..., Communication Skills, Peer Mentoring, Cost Accounting, Financial Reporting, Financial Accounting, Percentage of Completion, Business Intelligence..., Financial Planning, Analysis, Finance, Variance Analysis, Forecasting, SAP, Accounting, Corporate Finance, Budgets, Leadership, Account Reconciliation, Management, Project Management, Microsoft Excel, Financial Analysis, Managerial Finance, Financial Statements, Microsoft Office

Education
Sam Houston State University   2008 — 2010
Master's Degree, Master of Science in Finance

Sam Houston State University   2006 — 2008
Master of Business Administration (M.B.A.), Business Administration, Management and Operations

University of Phoenix   2003 — 2006
Bachelor's Degree, Business Administration, Management and Operations

Marianna Toudouze Marianna Toudouze Houston, Texas Area Details
Marianna Toudouze's ZT Wealth Experience October 2010 - Present
Job Financial Services Administrator/Compliance Manager
Industry Financial Services
Experience
ZT Wealth   October 2010 - Present
UBS Private Wealth Management  December 2007 - October 2010
UBS Financial Services  June 2004 - December 2007
Lincoln Financial Advisors  June 2001 - June 2003
MBM Advisors  2000 - 2001

Skills
Sales, Series 7, Portfolio Management, Investments, Financial Services, Asset Management, Financial Advisory, Financial Analysis, Mutual Funds, Trading, Equities, FINRA, 401k, Uniform Combined State..., Series 63

Education
University of Phoenix   2004 — 2005

Lamar University

Clark Edlund, CAIA Clark Edlund, CAIA Houston, Texas Details
Clark Edlund, CAIA's ZT Wealth Experience December 2013 - Present
Job Senior Investment Advisor at ZT Wealth
Industry Investment Management
Experience
ZT Wealth   December 2013 - Present
Absolute Private Wealth Management LLC   September 2010 - November 2013
Titan Portfolio Partners   January 2009 - August 2011
LPL Financial  2008 - 2008
Advanced Financial Services  July 2006 - December 2007
AXA Advisors  2004 - 2006

Skills
Alternative Investments, Managed Futures, Portfolio Management, Investment Strategies, Investment Advisory, Asset Allocation

Education
Texas A&M University   2000 — 2004
Bachelor of Science (B.S.), Economics

Nuruddin Ali Nuruddin Ali Houston, Texas Area Details
Nuruddin Ali's ZT Wealth Experience December 2007 - Present
Job Sr. Vice President at ZT Wealth
Industry Investment Banking
Experience
ZT Wealth   December 2007 - Present
Bank of America  December 2003 - June 2007

Education
University of Houston   2000 — 2004
BBA, Double Major in Finance and Marketing

Sarah Loh, MHA Sarah Loh, MHA Houston, Texas Area Details
Sarah Loh, MHA's ZT Wealth Experience February 2015 - Present
Job Financial Analyst at ZT Wealth
Industry Hospital & Health Care
Experience
ZT Wealth   February 2015 - Present
ZT Wealth   June 2013 - Present
Texas A&M Health Science Center  August 2011 - May 2013
Meridian Health  June 2012 - August 2012
Central Texas Endoscopy Center   November 2011 - May 2012
Capitol Pain Institute  November 2010 - August 2011
Capitol Pain Institute  2010 - February 2011
Abercrombie & Fitch  December 2007 - July 2008

Skills
Healthcare Management, Healthcare, Hospitals, Public Health, Healthcare Information..., EMR, Data Analysis, EHR, Physician Relations, PowerPoint, Research, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Program Development, Access, HIPAA, Healthcare Consulting, Revenue Cycle

Education
Texas A&M University System Health Science Center   2011 — 2013
MHA, Health/Health Care Administration/Management

The University of Texas at Austin   2003 — 2007
Bachelor of Arts (BA), Apparel Design, Business

Rosanne Konarik Rosanne Konarik Houston, Texas Details
Rosanne Konarik's ZT Wealth Experience October 2009 - February 2012
Job Accounting Professional and Executive Assistant
Industry Staffing and Recruiting
Experience
Medpoint Search   April 2013 - Present
ZT Wealth   October 2009 - February 2012
Altus Healthcare Management Services  October 2009 - February 2012
The Siska Group   June 2009 - September 2009
Synagro  January 2006 - June 2009
The Siska Group   February 2000 - January 2006
GLYP, Inc   January 1999 - February 2000
Domingo G. Gonzalez, MD, PA (now Houston Metropolitan Cardiology Associates)   August 1993 - December 1998

Skills
Accounting, Executive..., Personal Assisting, Office Management, High Organizational..., Close Attention to..., Online Research, Sourcing, Account Reconciliation, Internal Controls, Accounts Receivable, Accounts Payable, Financial Reporting, General Ledger, Journal Entries, Fixed Assets, Auditing, Financial Statements, Great Plains Software, Financial Analysis, Revenue Recognition, Monthly Close, QuickBooks, Bank Reconciliation, Financial Accounting, Depreciation, Microsoft Word, Leadership, Management, Customer Service

Education
University of Houston   1994 — 1995
General Studies

University of Phoenix
Accounting

Houston Community College
General Studies

Nichole Davis Nichole Davis Houston, Texas Area Details
Nichole Davis's ZT Wealth Experience August 2011 - Present
Job Project accountant at ZT Wealth
Industry Financial Services
Experience
Altus Healthcare Management Services  August 2011 - Present
ZT Wealth   August 2011 - Present
Advanced Aromatics, L.P.   October 2004 - June 2011
Kroger  June 1996 - October 2004

Skills
Accounting, Financial Reporting, Microsoft Excel, Accounts Payable, Microsoft Office, General Ledger, Internal Audit, Payroll, Accounts Receivable, Account Reconciliation, Internal Controls, Financial Analysis, US GAAP, Microsoft Word, PowerPoint, QuickBooks, Strategic Planning, Journal Entries, Financial Statements, Budget Monitoring, Non-profit...

Education
University of Houston-Downtown   2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of Houston-Downtown   2006 — 2009
BBA, Accounting

San Jacinto College   2004 — 2006
Associate of Science (A.S.), Business Administration and Management, General

Faith Manley Faith Manley Houston, Texas Area Details
Faith Manley's ZT Wealth Experience August 2011 - Present
Job Educated Psychology Major
Industry Mental Health Care
Experience
ZT Wealth   August 2011 - Present
hhgregg  January 2010 - June 2011
Blockbuster Video  January 2008 - August 2008
Dean of Students  August 2005 - May 2007

Skills
Customer Service, Leadership, Customer Satisfaction, Time Management, Training, Cashiering, Microsoft Office, Microsoft Word

Education
Lee University   2004 — 2008
Bachelor, Psychology

Lee University   2004 — 2008
Bachelor of Arts, Psychology; Psychology

Abey Abraham Abey Abraham Stafford, Texas Details
Abey Abraham's ZT Wealth Experience October 2012 - Present
Job Financial Analyst at ZT Wealth
Industry Financial Services
Experience
ZT Wealth   October 2012 - Present
Grace Software   2010 - 2011
Plaza Jewelers   May 2005 - July 2008

Skills
Microsoft Office, Marketing Communications, Sales Management, Sales Presentations, Customer Service, Portfolio Management

Education
University of Houston - Downtown (UHD)   2008 — 2012
B.B.A, Finance; Finance, Business Strategy

University of Houston-Downtown   2008 — 2012
Bachelor's degree, Finance, General

Houston Community College   2005 — 2007
Associate's degree, Business/Commerce, General