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Wayne Kurtz
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 I am a big believer in "Netweaving", helping other individual's first with no self-interest. This is how my reputation has grown through the years. I want to make sure I can help folks get to their goals by sharing some of my life experiences.
Education
Robert Morris College | BS Finance/Math
Duquesne University | Masters Science in Taxation
Additional Training
College for Financial Planning - Denver, CO
CERTIFIED FINANCIAL PLANNER, 1992
Licensed
* Registered Investment Advisor
* Securities Licensed Series, 7, 63, 65, 24
* Life and Health Insurance Licenses
Experience
Paid Position
VICE PRESIDENT / FINANCIAL PLANNER 7 years
Muia Financial Planning Services, Inc, Pittsburgh, PA
Paid Position
SENIOR DIRECTOR, TAX AND FINANCIAL SERVICES PRACTICE, 4 Years
Arthur Andersen, LLP, Pittsburgh, PA
Paid Position
PRINCIPAL / MANAGING DIRECTOR, CLIENT DEVELOPMENT AND MANAGEMENT 3 years
The Todd Organization of Pittsburgh, Inc., Pittsburgh, PA
Paid Position
MANAGING DIRECTOR / SENIOR VICE PRESIDENT, OPERATIONS 7 years
Aon Corporation, Pittsburgh, PA
Extra-Curricular/Volunteer Activities
Race ultra-distance running and triathlons nationally
Work Related Strengths
Strategic / Tactical Planning
Startup / Turnaround
Operations Management
Infrastructure / Organizational Development
Fiscal Planning
P&L Management / Cost Controls
Product Management
Marketing / Sales
Relationship Building / Management
Change Management / Best Practices
M&A / Due Diligence / Negotiations
Regulatory Compliance
Staff Development / Mentoring
MS Office, QuickBooks, Real Estate Financial cash Flow Modeling, Tax Software
Rewards, Recognition, or Accolades
See Resume
Organization Affiliations
Founder of Tax-Prepare, Inc./ Carr and Associates, KAP Properties, LLC
Past President, The Pittsburgh Chapter of the American Association of Individual Investors
Member, The National Association of Investment Companies
Member, The Financial Planning Association
Member, The National Association of Tax Preparers
Member and National Award Winner - Tau Alpha Chi National Tax Fraternity
Member, The Rivers Club and Wildwood Golf Club
Member, Financial Executives Institute
Member, TEC, An International Organization of CEO’s
Member, The Pittsburgh Technology Council
Adjunct Faculty Member, CFP Program, Robert Morris College
Member, Association for Corporate Growth
Professional Accomplishments
See Resume
Personality Strengths
I am a driven, type A individual who is relentless to get the job done. I normally outwork and out-prepare against my competition. I instill these traits to my team members and the current colleagues I mentor.
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Wayne Kurtz |
FINANCE: Interpreting Financial Statements |
| 3 Months | 9 Hours | $1575.00 |
Learn about reviewing financial statements, federal and state tax issues, and budget planning.
Mentor Program Details |
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($2,025 for in-person mentoring, travel not included) Set better goals, make better decisions, have someone to collaborate with, and become a better manager, executive or businessperson.
This program includes:
- 3 months of mentoring
- 3 hours telephone mentoring per month for $525/month (or in-person mentoring for $675/month) with unlimited email support. (Travel expenses are not included in the program cost.)
- DiSC Indra Assessment
- Access to new networks
- Access to Ingage's mentoring resource library, articles, and discussion board
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Wayne Kurtz |
COMMUNICATION SKILLS: Networking Skills |
| 3 Months | 9 Hours | $1575.00 |
In this program you will learn how to effectively network, how to "Netweave" and build the business, as well as learn how to develop long term client and partner relationships.
Mentor Program Details |
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($2,025 for in-person mentoring, travel not included) Set better goals, make better decisions, have someone to collaborate with, and become a better manager, executive or businessperson.
This program includes:
- 3 months of mentoring
- 3 hours telephone mentoring per month for $525/month (or in-person mentoring for $675/month) with unlimited email support. (Travel expenses are not included in the program cost.)
- DiSC Indra Assessment
- Access to new networks
- Access to Ingage's mentoring resource library, articles, and discussion board
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Wayne Kurtz |
SALES AND MARKETING: Sales & Marketing Plans |
| 3 Months | 9 Hours | $1575.00 |
Learn how to develop a comprehensive sales and marketing plan.
Mentor Program Details |
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($2,025 for in-person mentoring, travel not included) Set better goals, make better decisions, have someone to collaborate with, and become a better manager, executive or businessperson.
This program includes:
- 3 months of mentoring
- 3 hours telephone mentoring per month for $525/month (or in-person mentoring for $675/month) with unlimited email support. (Travel expenses are not included in the program cost.)
- DiSC Indra Assessment
- Access to new networks
- Access to Ingage's mentoring resource library, articles, and discussion board
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Wayne Kurtz |
ENTREPRENEURIAL SKILLS: Purchasing a Business |
| 3 Months | 9 Hours | $1575.00 |
This program will provide you a background on the due diligence necessary to develop an offer. Also, business plan construction and development of a marketing plan.
Mentor Program Details |
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($2,025 for in-person mentoring, travel not included) Set better goals, make better decisions, have someone to collaborate with, and become a better manager, executive or businessperson.
This program includes:
- 3 months of mentoring
- 3 hours telephone mentoring per month for $525/month (or in-person mentoring for $675/month) with unlimited email support. (Travel expenses are not included in the program cost.)
- DiSC Indra Assessment
- Access to new networks
- Access to Ingage's mentoring resource library, articles, and discussion board
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