Annie Wight Email & Phone Number
Financial Advisor @ RBC Wealth Management
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Annie Wight Location
- Newport Beach, CA, US
Annie Wight Work
- Financial Advisor @ (January 2014 - Present)
- Investment Associate @ (September 2007 - January 2014)
Annie Wight Education
- University of California, Berkeley 2003-2007
Annie Wight Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Bloomberg
- CFP®
- Equities
- Finance
- Financial Advisory
- Financial Modeling
- Investments
- Mutual Funds
- Passed level 1 CFA
- Portfolio Management
- Securities
- Series 63
- Series 7
- Wealth Management
Annie Wight Summary
- Annie Wight, based in Newport Beach, CA, US, is currently a Financial Advisor at RBC Wealth Management. Annie Wight brings experience from previous roles at RBC Wealth Management. Annie Wight holds a 2003 - 2007 University of California, Berkeley. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Bloomberg, CFP® and more. Annie Wight has 2 emails and 1 mobile phone numbers on RocketReach.
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