Resumes
Resumes
Financial Analyst At North Capital, Inc.
View pageLocation:
San Francisco Bay Area
Industry:
Investment Management
Managing Director
View pageLocation:
1275 Greenwich St, San Francisco, CA 94133
Industry:
Investment Management
Work:
Wells Fargo Private Bank 2011 - 2017
Vice President
Fort Point Capital Partners 2011 - 2017
Managing Director
North Capital Private Securities Corporation 2011 - 2011
Analyst
Christie's 2005 - 2009
Business and Client Development Sales Manager
Vice President
Fort Point Capital Partners 2011 - 2017
Managing Director
North Capital Private Securities Corporation 2011 - 2011
Analyst
Christie's 2005 - 2009
Business and Client Development Sales Manager
Education:
University of Maryland
Bachelors, Bachelor of Arts University of California, Berkeley
The Wharton School
Bachelors, Bachelor of Arts University of California, Berkeley
The Wharton School
Skills:
Wealth Management
Investment Management
Asset Management
Financial Advisory
Estate Planning
Financial Planning
Wealth
Asset Allocation
Strategic Financial Planning
Risk Management
Wealth Management Services
High Net Worth Individuals
Portfolio Management
Private Banking
Business Development
Strategy
Personal Financial Planning
Management
Relationship Management
Investment Management
Asset Management
Financial Advisory
Estate Planning
Financial Planning
Wealth
Asset Allocation
Strategic Financial Planning
Risk Management
Wealth Management Services
High Net Worth Individuals
Portfolio Management
Private Banking
Business Development
Strategy
Personal Financial Planning
Management
Relationship Management
Languages:
English
Certifications:
License 175821
License 125250
Cfp - Certified Financial Planner™
Cima - Certified Investment Management Analyst®
Certified Financial Planner™
Certified Investment Management Analyst®
Certified Financial Planner Board of Standards, Inc., License 175821
Investment Management Consultants Association, License 125250
License 125250
Cfp - Certified Financial Planner™
Cima - Certified Investment Management Analyst®
Certified Financial Planner™
Certified Investment Management Analyst®
Certified Financial Planner Board of Standards, Inc., License 175821
Investment Management Consultants Association, License 125250
Robin Brinckerhoff
View pageLocation:
San Francisco, CA
Work:
North Capital Private Securities Corporation
Financial Analyst
Christie's
Business and Client Development Sales Manager
Wells Fargo
Associate Wealth Advisor, Assistant Vice President
Financial Analyst
Christie's
Business and Client Development Sales Manager
Wells Fargo
Associate Wealth Advisor, Assistant Vice President
Education:
The Wharton School
University of California, Berkeley
University of Maryland
University of California, Berkeley
University of Maryland
Skills:
Estate Planning
Microsoft Office
Microsoft Word
Microsoft Excel
Insurance
Holistic Financial Planning
Sales
Investment Management
Microsoft Office
Microsoft Word
Microsoft Excel
Insurance
Holistic Financial Planning
Sales
Investment Management