Barbara Grant Email & Phone Number
CFP ®, CIMA ®, First Vice President - Investments @ Wells Fargo Advisors
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Barbara Grant Location
- Denver, CO, US
Barbara Grant Work
- 2019 -now CFP ®, CIMA ®, First Vice President - Investments @
- 1989 -2019 Vice President - Wealth Management @
Barbara Grant Education
- Arizona State University
MBA (Management / Finance)
1977-1977 - University of Minnesota, Moorhead
2 - BS's (Financia, Management)
1973-1976 - Alexandria High School
general (math)
1970-1973
Barbara Grant Skills
- Financial Planning
- Wealth Management
- Risk Management
- Portfolio Managmeent
- Estate Planning
- Research
- Retirement Planning
- Time Managment
- Communication
- Relationship management
- Organization
- Attention to Detail
Barbara Grant Summary
- Barbara Grant, based in Denver, CO, US, is currently a CFP ®, CIMA ®, First Vice President - Investments at Wells Fargo Advisors. Barbara Grant brings experience from previous roles at UBS. Barbara Grant holds a 1977 - 1977 MBA in Management / Finance @ Arizona State University. With a robust skill set that includes Financial Planning, Wealth Management, Risk Management, Portfolio Managmeent, Estate Planning and more. Barbara Grant has 3 emails and 2 mobile phone numbers on RocketReach.
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