Resumes
Resumes
Private Wealth Manager
View pageLocation:
22928 Kathryn Ave, Torrance, CA 90505
Industry:
Financial Services
Work:
Creative Planning Inc.
Private Wealth Manager
Halbert Hargrove Aug 2015 - Jun 2018
Wealth Advisor
Private Wealth Manager
Halbert Hargrove Aug 2015 - Jun 2018
Wealth Advisor
Education:
University of California, Los Angeles 2016 - 2016
University of California, Berkeley, Haas School of Business 2005 - 2009
Bachelors, Bachelor of Science, Finance
University of California, Berkeley, Haas School of Business 2005 - 2009
Bachelors, Bachelor of Science, Finance
Interests:
Children
Education
Education
Certifications:
Cfa Charterholder
Chartered Financial Analyst
Certified Financial Planner
Chartered Financial Analyst
Certified Financial Planner