Who has worked at U.S. Wealth Management
| Position at U.S. Wealth Management | Previous job position | |
|---|---|---|
| Alex Weiss | Wealth ManagerSince Feb 2010 |
Merrill LynchFinancial Advisor May 2009 - Feb 2010 |
| Barbara Purslow | Assistant Vice PResident |
|
| Bruce La Vigne | Vice President, Insurance StrategiesSince Dec 2009 |
TD BankVice President, Insurance Manager Jan 2008 - Jul 2009 |
| Dennis Mccarron | EVP/CCO/COO |
|
| Joan Napolitano | Director of Insurance Services |
|
| Kevin Major | Advisor |
|
| Lauren Stakutis | Marketing DirectorSince Dec 2012 |
Commonwealth Financial NetworkPractice Management Consultant May 2011 - Nov 2011 |
| Mary Smith | Agent |
|
| Rob Napolitano | Director of Investment OperationsSince Jan 2013 Associate Portfolio ManagerSince May 2011 |
Federal Management Co., Inc.Property Accountant Nov 2009 - Jun 2011 |
| Rob Stevenson | manager |
|
| Thomas Lally | Wealth Manager AssistantSince Nov 2011 |
New York Life Insurance CompanyFinancial Services Professional May 2011 - Oct 2011 |
| Tyler Prost | Marketer |
Former Employees
| Position at U.S. Wealth Management | Next job position | |
|---|---|---|
| Alice Mcdowell | ManagerJun 2009 - Dec 2009 |
GlobalData PublicationsConsultative Sales Since Aug 2010 |
| Andrew Costa | Intern Staff AccountantJul 2009 - Dec 2009 Intern Staff AccountantJun 2009 - Dec 2009 |
|
| Annie Roman | Insurance SpecialistJul 2005 - May 2006 |
DMI MarketingLife Wholesaler Since Aug 2006 |
| Bruce La Vigne | Vice President, Insurance StrategiesDec 2009 - May 2011 |
Allstate BenefitsRegional Sales Manager Since Mar 2012 |
| Christopher Mortara | VP Investment Operations and ComplianceSep 2006 - Jan 2011 |
CantellaChief Compliance Officer Since Jun 2012 |
| Harry Cavallaris | VP Business Development2006 - 2007 |
Euromonitor InternationalBusiness Development Executive Professional Services Since May 2007 |
| Ibrahim Ibrahim | Sr. Compliance SpecialistSince Mar 2012 Sr. Compliance SpecialistJun 2012 - Jan 2013 |
|
| Jacquie Stein | Accountant/Office ManagerDec 2001 - Jan 2005 |
NuBarter of Greater SavannahTerritory Owner Since Oct 2009 |
| Jay Yaworsky | Wealth Management InternMay 2011 - Aug 2011 |
PhilipsBusiness Process Analyst Since Aug 2012 |
| Jeffrey Tomaneng | Financial PlannerJun 2007 - Dec 2008 |
Lincoln Investment PlanningFinancial Representative Since Jan 2009 |
| Jill Graziano | Rep2006 - 2008 |
Focus Technology GroupOffice, Marketing & Sales Administrator Since Aug 2009 |
| Klair Conant | Registered AssistantApr 2001 - Nov 2004 |
Freeman FinancialRegistered Assistant Since Jul 2010 |
| Matthew Hightower | Financial AdvisorSince 2000 |
Hightower CavasinoCPA |
| Meryl Levenson | Technical DesignMar 2004 - Nov 2005 |
Temple Chayai ShalomExecutive Assistant to Rabbi Since Nov 2007 |
| Michelle Duff | Administrative AssistantSince Apr 2005 |
U.S. Financial Advisors, LLCInvestment Operations Associate Since Nov 2007 |
| Scott Donnelly | Chief Compliance Officer / OSJ Branch ManagerOct 2000 - May 2005 |
BNP ParibasInvestment Partners North America Co-Head Regulatory Compliance Since Dec 2011 |
| Siobhan Fitzgerald | CCO, contractNov 2012 - Jan 2013 |
|
| Thomas Napolitano | Associate Advisor2008 - 2009 |
EMCTerritory Manager Since Oct 2011 |
| Tim Mccarthy | Affiliate2005 - 2007 |
McCarthy Wealth Management, LLCOwner |
| William Casey | Investment Operations AssociateJun 2002 - Oct 2005 |
Fidelity Family Office ServicesAdvent Reporting Solutions Manager Since Apr 2012 |