Adele Young Email & Phone Number
Managing Director and Senior Portfolio Manager @ One Capital Management, LLC
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Adele Young Location
- Danville, CA, US
Adele Young Work
- 2025 -now Managing Director and Senior Portfolio Manager @
- 2011 -2025 Senior Portfolio Manager @
- 2009 -2011 Portfolio Mangement and Client Service @ McCullough & Associates, LLC
- 2006 -2009 Corporate Training Analyst @
- 2005 -2006 Chief Financial Officer @ EFCI DESIGNS
- 2004 -2004 Financial Analyst @
- 2003 -2003 Financial Advisor @
- 2002 -2002 Account Executive @ KIRLIN SECURITIES
Adele Young Education
- California Polytechnic State University-San Luis Obispo
Business Administration (Finance & International Management, Minor in Economics)
Adele Young Skills
- Fiduciary Responsibility
- Portfolio Management
- Financial Analysis
- Investments
- Wealth Management
- Asset Allocation
- Asset Management
- Equities
- Estate Planning
- Fiduciary
- Financial Advisory
- Finance
- Financial Modeling
- Leadership
- Management
- Retirement
- Risk Management
- Strategy
- Training
- Insurance
- Corporate Finance
- Networking
- Financial Services
- SAN
- Services
Adele Young Summary
- Adele Young, based in Danville, CA, US, is currently a Managing Director and Senior Portfolio Manager at One Capital Management, LLC. Adele Young brings experience from previous roles at TIAA, McCullough & Associates, LLC, Fisher Investments and EFCI DESIGNS. Adele Young holds a Business Administration in Finance & International Management, Minor in Economics @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Fiduciary Responsibility, Portfolio Management, Financial Analysis, Investments, Wealth Management and more. Adele Young has 2 emails and 1 mobile phone numbers on RocketReach.
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