Wealth Management Advisors
Company Profile
Categories:Financial Services
Phone:
Who has worked at Wealth Management Advisors
| Position at Wealth Management Advisors | Previous job position | |
|---|---|---|
| Annette Latigue | Registered Client Services Manager |
|
| Debbie Peacock | CFO |
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| Janice Mcgarry | Operations SupervisorSince Aug 2010 |
Colman Knight Advisory Group, LLCAdministrative Director Oct 2001 - Aug 2010 |
| Marie Deary | Senior Financial AdvisorsSince May 2012 |
LB Wealth ManagementSenior Financial Adviser Jan 2007 - Apr 2012 |
| Norman Raymer | CEO CEOSince Jun 1981 |
|
| Norman Raymer | CEOSince Jun 1981 |
|
| Russell Childs | OwnerSince Jun 1993 Owner |
|
| Sharla Taylor | Wealth Management Service Rep |
Former Employees
| Position at Wealth Management Advisors | Next job position | |
|---|---|---|
| Bijan Rafison | Financial ConsultantMay 2010 - Nov 2010 |
|
| Byron Preuss | Service AdvisorDec 2003 - Apr 2009 |
Howard Capital ManagementSales Consultant-Central and Western US Since Apr 2009 |
| Elizabeth Fonseca | Registered Account Manager and Executive AssistantMar 2003 - Nov 2004 |
Enterprise Products CompanyEHS&T Training Specialist Since Jun 2004 |
| Jake Osselburn | Office Manager/Executive AssistantNov 2003 - Jan 2008 |
ChevronOperations Assistant Since Feb 2013 |
| James O'malley | Registered Investment Advisor2005 - 2010 |
|
| Keith Ganis | Financial Advising AssistantMay 2008 - Aug 2008 |
CohnReznick LLPAssociate Since Sep 2012 |
| Melissa Rodriguez | Client Service ManagerNov 2005 - Jun 2009 Client Service ManagerNov 2005 - Jul 2009 |
Morgan Stanley Smith BarneyClient Service Since Mar 2013 |
| Michael Antonello | President & ChairmanSince Jan 2004 |
Insurance Associated Ltd.Owner |
| Robert Fiondella | Owner/MemberJul 2000 - Jun 2009 |
Wealth Preservation PartnersOwner Since Jun 2009 |
| Sally Clark | Administrative AssistantMay 2006 - Mar 2013 Administrative AssistantSince May 2006 |
Affiliated CommunicationsCustomer Service Coordinator Since Mar 2013 |
| Steve Nestico | Investment Advisor AssistantJun 2002 - Jan 2007 |
Saslow Lufkin & Buggy, LLPStaff Auditor II Since Nov 2009 |