Anne Atkinson Location

San Francisco, CA, US

Anne Atkinson Work

  • 2021 - now  Wealth Manager @ Parallel Advisors, LLC
  • 2017 - 2021 Partner @ Sirius Wealth Management Strategies, LLC
  • 2004 - 2016 Owner @ Thomas & Atkinson Capital Management LLC

Anne Atkinson Education

  • Golden Gate University

    Master of Business Administration (MBA) (Finance & Investments)

  • San Jose State University

    Bachelor of Science (BS) (Small Business Administration/Management)

Anne Atkinson Skills

  • Business Development
  • Human Resources
  • Customer Service
  • Strategic Planning
  • Strategy
  • Sales Management
  • Startups
  • Team Building
  • New Business Development
  • Due Diligence

Anne Atkinson Summary

Anne Atkinson, based in San Francisco, CA, US, is currently a Wealth Manager at Parallel Advisors, LLC. Anne Atkinson brings experience from previous roles at Sirius Wealth Management Strategies, LLC and Thomas & Atkinson Capital Management LLC. Anne Atkinson holds a Master of Business Administration (MBA) in Finance & Investments @ Golden Gate University. With a robust skill set that includes Business Development, Human Resources, Customer Service, Strategic Planning, Strategy and more. Anne Atkinson has 2 emails and 1 mobile phone numbers on RocketReach.

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