Elizabeth Peterson Wahlig

Current Employers

Employment History

• 04/2011 → Present
  Falconer & Daughters, Llc
  Summit, NJ
• 05/2015 → 01/2018
  Minnesota Life Insurance Company
  St Paul, MN
• 05/2015 → 01/2018
  Allied Wealth Partners
  Martinsville, NJ
• 05/2015 → 01/2018
  Securian Financial Services, Inc
  St Paul, MN

Previous Registrations

• 2015-10-16 → 2018-01-26
  Securian Financial Services, Inc.
  Martinsville, NJ
• 2012-12-10 → 2015-04-27
  Chatham Wealth Management
  Chatham, NJ

Other Businesses

FALCONER & DAUGHTERS, LLC; 9 COUNTRYSIDE DRIVE SUMMIT NJ 07901; NOT INVESTMENT RELATED; OWNER; 04/2011-ONGOING; 10 HRS PER MONTH; 0 HRS PER MONTH DURING SECURITIES TRADING HRS** 05/2015-ONGOING; 1-3 HRS PER MONTH; 1-3 HRS PER MONTH DURING SECURITIES TRADING HRS. Part-time Director of Finance; Christian Churches United of Tri-State Area; Investment Related: No; 413 S. 19th St. Harrisburg, PA 17104; Description of the business: The organization is a nonprofit focused on providing services to the homeless. I help maintain an efficient and accountable Financial Office for all of CCU's programs and fund balances, as well as provide financial administration and monitoring of grant funding.; Responsibilities Duties: maintain general ledger on accounting software, In conjunction with office administrator, coordinate fiscal accounting entries, accounts receivable/payable, and management of receipt and expenditures for all CCU's programs, grants and fund balances, reconcile all accounts and funds on a monthly basis, In conjunction with executive director, report to and advise the Finance Committee regarding the current financial state of CCU, attending meetings of the committee on a regular basis, In conjunction with office administrator, maintain positive relationships with vendors and manage all CCU banking activities and relationships, track and file all necessary IRS 1099 forms, oversee bi-weekly payroll in conjunction with office administrator and outside payroll vendor, perform other duties as may be assigned by the Executive Director; Start date with business: 2022-01-03; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 80; Percentage of total yearly compensation expected to be derived from the business: 5.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-10-26

Other Names

• Elizabeth Jane Peterson