Adam Werner's Location
San Diego, CA, US
Adam Werner's Work
- Vice President and Wealth Advisor @ EP Wealth Advisors
- Financial Life Planner @ Donnelly Wealth Advisors, Inc
- Intern @ Donnelly Wealth Advisors, Inc
- Program Director of Camp Winton @ Boy Scouts of America
- Research Analyst @ Gateway
- Camping Department Sales Associate @ REI
Adam Werner's Education
- San Diego State University
BS (Management)
2005 - 2009 - Dale Carnegie
Adam Werner's Skills
- Microsoft Word
- Finance
- Marketing
- Social Media
- Public Speaking
- PowerPoint
- Strategic Planning
Adam Werner's Summary
Adam Werner, based in San Diego, CA, US, is currently a Vice President and Wealth Advisor at EP Wealth Advisors, bringing 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 contributes valuable insights to the industry. Adam Werner has 3 emails and 1 mobile phone number on RocketReach.
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