Anthony Puma Email & Phone Number
Financial Advisor @ Spinnaker Investment Group, LLC
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Anthony Puma Location
- California, United States
Anthony Puma Work
- 2016 -now Financial Advisor @
Anthony Puma Education
- California Polytechnic State University-San Luis Obispo
Bachelor of Business Administration (BBA)
1993-1997
Anthony Puma Skills
- Mortgage Banking
- Management
- Customer Service
- Leadership
- Team Building
- Strategic Planning
- Marketing Strategy
- Public Speaking
- Investment Management
- Microsoft Office
- Investments
- CRM
- Mutual Funds
- Seminar Marketing
- Manage Client Relationships
- Financial Services
- Financial Analysis
- Practice Development
- Practice Management
- Practice Operations
- Sales
- Marketing
- New Business Development
- Product Marketing
- Sales Process
- Business Development
- Sales Management
- Account Management
- Strategy
- Portfolio Management
- Microsoft Word
- Research
- Microsoft Excel
Anthony Puma Summary
- Anthony Puma, based in California, United States, is currently a Financial Advisor at Spinnaker Investment Group, LLC. Anthony Puma holds a 1993 - 1997 Bachelor of Business Administration (BBA) @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Mortgage Banking, Management, Customer Service, Leadership, Team Building and more. Anthony Puma has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Spinnaker Investment Group, LLC Employees
Joe Stapleton
President
Newport Beach, CA, US
Nikki Wood
Client Concierge
Newport Beach, CA, US
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Andrew Krongold
Partner
Newport Beach, CA, US
Eric Frazier
Financial Advisor
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Erik Haven
Director of Operations
Tustin, CA, US
Nicole Caris
Head of Operations and Client Services
Newport Beach, CA, US
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