Adam Werner Email & Phone Number
Vice President and Wealth Advisor @ EP Wealth Advisors
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Adam Werner Location
- San Diego, CA, US
Adam Werner Work
- Vice President and Wealth Advisor @ (June 2018 - Present)
- Financial Life Planner @ Donnelly Wealth Advisors, Inc. (December 2009 - May 2018)
- Intern @ Donnelly Wealth Advisors, Inc. (January 2009 - December 2009)
- Program Director of Camp Winton @ (May 2009 - August 2009)
- Research Analyst @ Gateway Partners (January 2008 - May 2008)
- Camping Department Sales Associate @ (October 2007 - May 2008)
Adam Werner Education
- San Diego State University
BS (Management)
2005-2009 - Dale Carnegie
Adam Werner Skills
- Microsoft Word
- Finance
- Marketing
- Social Media
- Public Speaking
- PowerPoint
- Strategic Planning
Adam Werner Summary
- Adam Werner, based in San Diego, CA, US, is currently a Vice President and Wealth Advisor at EP Wealth Advisors. Adam Werner brings experience from previous roles at Donnelly Wealth Advisors, Inc., Boy Scouts of America and Gateway Partners. Adam Werner holds a 2005 - 2009 BS in Management @ San Diego State University. With a robust skill set that includes Microsoft Word, Finance, Marketing, Social Media, Public Speaking and more. Adam Werner has 2 emails and 1 mobile phone numbers on RocketReach.
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