Altfest Personal Wealth Management
Company Profile
Industry:Financial Services
Site:altfest.com
Description:www.altfest.com .
Company size:11-50 employees
Who has worked at Altfest Personal Wealth Management
| Position at Altfest Personal Wealth Management | Previous job position | |
|---|---|---|
| Brendan Hartney | Investment ResearchSince Feb 2012 |
iKindiSenior Business Analyst Mar 2011 - Aug 2011 |
| Crystal Zhao | Finance InternSince Oct 2012 |
WTS Proprietary Trading Group, LLCResearch Intern Jul 2012 - Sep 2012 |
| David Novak | Director of Business Development and MarketingSince Jun 2011 |
Legal Marketing AssociationMember 2002 - 2013 |
| Guanrong Yu | Personal Wealth Planning InternSince Nov 2012 |
Lanzhou BankFinancial Department Intern Mar 2011 - May 2011 |
| John Valentini | Chief Compliance Officer, Operations ManagerSince Jan 2008 |
|
| Laura Wortham | Senior Executive AssistantSince Jan 2011 |
Clinique Laboratories, LLCExecutive Administrative Assistant Dec 2007 - Aug 2010 |
| Robert Altfest | Director Administration |
Cadbury AdamsDirector Sales Administration 2002 - 2006 |
Former Employees
| Position at Altfest Personal Wealth Management | Next job position | |
|---|---|---|
| Anthony Reinhart | Client Relations AssistantSep 2004 - Jan 2010 |
The Office of Senator Andrew J. LanzaDeputy Chief Of Staff Since Nov 2012 |
| Arjun Modi | Bond Research InternJun 2012 - Dec 2012 |
|
| Brooke Petersen | Client Relations InternApr 2012 - Oct 2012 |
Scholastic Inc.Marketing Associate Since Oct 2012 |
| Colin Drake | Financial Planner1998 - 2001 |
Drake Wealth ManagementPrincipal and Founder Since Sep 2011 |
| Dina Marracolla | Marketing AssistantJan 2008 - Jul 2010 Legal AssistantJul 2009 - Jan 2010 |
Fifth Avenue FinancialCompliance & Marketing Assistant Since Jul 2010 |
| Eleanor Peterkin | Director of Client Relations and Business Development2010 - 2011 |
EFP CONSULTINGManaging Director Since 2012 |
| Jesse Forjan | Research AssistantJan 2010 - Dec 2010 |
Gerstein FisherQuantitative Research Analyst Since Dec 2011 |
| Jie Yuan | Investment Management InternMay 2010 - Feb 2011 |
|
| Jonathan Bernstein | Financial Advisor2007 - 2012 |
|
| Katie Chan | Marketing InternMay 2010 - Jun 2011 |
TinderCustomer Support Intern Since Jun 2013 |
| Kristine Jones | Executive Administrative Assistant to the CEOSep 2010 - Oct 2010 |
Morgan StanleyAnti Money Laundering Analyst Since Dec 2010 |
| Ning Tian | Intern, Financial Planning & Investment AnalysisApr 2013 - Dec 2013 |
|
| Noelle Dai | Marketing Assistant InternSep 2010 - Jul 2011 |
|
| Paul Barskiy | Summer AnalystMay 2010 - Sep 2010 |
Nationwide InsuranceFinancial Leadership Rotation Program Associate Since Aug 2011 |
| Pavel Barskiy | Summer InternJun 2010 - Sep 2010 |
Prudential Capital GroupInvestment Analyst Since Jan 2013 |
| Prateeksha Sabhani | Summer InternMay 2014 - Aug 2014 |
SunerisFinance and Market Strategy Intern Since Jan 2015 |
| Rajdeep Sandhu | Marketing InternJun 2009 - Sep 2009 |
Penske Truck LeasingRMT Since Sep 2012 |
| Ryan Pollack | Intern, Investment TeamMay 2009 - Aug 2009 |
Bank of America-Merrill LynchOfficer, Electronic Trading Technology Since Mar 2010 |
| Sarah Simon | ParaplannerSep 2011 - Jul 2012 |
LLBH Private Wealth Management LLCPlanning Associate Since Sep 2012 |
| Sean Clark | Financial Advisor InternMay 2009 - Aug 2009 |
Auriemma Consulting GroupAssociate, Partnerships Since Nov 2011 |
| Sisi He | Wealth Management Team InternJan 2014 - Jun 2014 |
|
| Wen Shi | InternApr 2012 - Aug 2012 |
EFA PartnersInvestment Banking Associate Since Sep 2012 |