Integrated Wealth Management Expands Staff

LOS ANGELES, June 13, 2011 /PRNewswire/ -- Integrated Wealth Management, under the leadership of President & CEO JIM CASEY, is an independent wealth management firm representing businesses, foundations and individuals, focusing on clients reaching their goals and objectives.  In the last 2 years they have increased assets under management 106%, and increased staff by 260% in their Los Angeles and Palm Springs offices.  

ERIN SCOTT has joined as Business Development Coordinator. She earned her MBA from Pepperdine University's Graziadio School of Business & Management.

JOHN WONG joins as Chief Compliance Officer and Operations Coordinator. He will be responsible for maintaining the firm's compliance with SEC rules and federal securities laws, maintaining business continuity plan and voting shareholder meeting proxies.

MELISSA SCHEINWALD will assist V.P of Operations in all areas associated with the operations of the company. She is a graduate of Arizona State University with a BA in sociology.

AMBER LEMBO is assigned to preparing all documentation for new and prospective clients joining the firm. Her background is in commercial banking and is a loan operations specialist.

Casey said, "I am delighted to welcome this great team of people aboard who I know will add a great deal to the servicing of our clients".

Since its inception, Integrated Wealth Management has actively supported no-profit fund-raising initiatives through sponsorships, donating time and money to Desert AIDS Project, Palm Springs Art Museum, Screen Actors Guild Foundation and many others.  

FOR MORE INFORMATION:
JEFFREY LANE 310 273 8814
[email protected]

SOURCE Integrated Wealth Management