Strategic Investment Advisors
Company Profile
Categories:Business Brokers
Site:investwithstrategic.com
Phone:
Specialties:Retirement Planning
Products:Assessments, Asset Management, Cash Flow Analysis, Estate Planning, Expert Portfolio Design, Investment Advice, Investment Review, Investments, Retirement Planning, Tax Saving Strategies, Tax Services
Additional:Free No-Obligation, 27 Years Experience, Strategic Group
Who has worked at Strategic Investment Advisors
| Position at Strategic Investment Advisors | Previous job position | |
|---|---|---|
| Pamela Matambanadzo | Operations/Client RelationsSince May 2001 |
Rosenfeld Zweig & DonenbergClient Services Since Mar 2001 |
| Scott Mccartney | President and CIO |
|
| Vinayak Rao | Portfolio ManagerSince Jun 2010 Assistant Portfolio ManagerSince Jun 2011 |
Round Table Investment ManagementSummer Associate Jun 2009 - Aug 2009 |
Former Employees
| Position at Strategic Investment Advisors | Next job position | |
|---|---|---|
| Bahrudin Kajtezovic | Operations SpecialistJul 2003 - Nov 2007 |
Steinberg Asset ManagementAssociate Since Nov 2007 |
| Cristian Aligue | Equity AnalystFeb 2008 - Nov 2011 |
KINGSMEAD ASSET MANAGEMENTVice President and Senior Analyst Since Apr 2012 |
| Elsa Mata | Portfolio ManagerSince Jan 2012 |
Uwharrie Capital CorpPortfolio Manager Since Jul 2006 |
| Idrees Faridi | Business Analyst/Software EngineerAug 2003 - Apr 2006 |
Cigna CorporationProduction Application Director/Production Enterprise Applications Owner Since Sep 2012 |
| Marcia Veverka | Executive Assistant to the President/Client Service AdministratorJun 2008 - Jun 2010 |
Green Tree ServicingSr. Executive Assistant/Department Administrator to the Sr. Vice President of Recovery Since Jul 2010 |
| Megan Thomson | Financial InternSep 2009 - Dec 2009 |
Bainbridge FarmsRider Since Oct 2010 |
| Natalie Almond | Assistant Portfolio ManagerJan 2010 - Dec 2011 |
|
| Natalie Hinton | Assistant Portfolio ManagerJan 2010 - May 2012 |
Old Dominion UniversityAdjunct Mathematics Instructor Since Aug 2012 |
| Susan Carr | CERTIFIED FINANCIAL PLANNER™ PractitionerMar 2009 - Sep 2009 |
Private Wealth Consultants, Ltd.Financial Planner Since Oct 2009 |