Brian Romag's Location
Newport Beach, CA, US
Brian Romag's Work
- Operations Specialist @ Tarbox Family Office, Inc.
- Financial Planning Assistant @ Carlsbad Wealth Advisory Group
- Accounting Assistant @ Alcala Co., Inc.
- Investment Advisor @ Cardiff Park Advisors Back Office Support
- Class C Member @ T3 Trading Group
- Accounting and Financial Analyst Intern @ Benchmark Landscape
- Accounting and Financial Analyst Intern @ Benchmark Landscape
- Accounting and Financial Analyst Intern @ Benchmark Landscape
- Accounting and Financial Analyst Intern @ Benchmark Landscape
- Accounting Assistant @ Nicholas Painting and Decorating
Brian Romag's Education
- California Polytechnic State University-San Luis Obispo
BS in Business Administration (Financial Management)
2008 - 2012 - Poway High School
- CFA Level II Candidate (June 2019)
- CFA Level II Candidate (June 2020)
Brian Romag's Skills
- Forecasting
- Cash Flow
- Microsoft Excel
- Financial Statements
- Spreadsheets
- Financial Analysis
- Financial Modeling
- PowerPoint
- Microsoft Office
- Equity Trading
Brian Romag's Summary
Brian Romag, based in Newport Beach, CA, US, is currently a Operations Specialist at Tarbox Family Office, Inc., bringing experience from previous roles at Carlsbad Wealth Advisory Group, Alcala Co., Inc., Cardiff Park Advisors Back Office Support and T3 Trading Group, LLC. Brian Romag holds a 2008 - 2012 BS in Business Administration in Financial Management @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Forecasting, Cash Flow, Microsoft Excel, Financial Statements, Spreadsheets and more, Brian Romag contributes valuable insights to the industry. Brian Romag has 3 emails on RocketReach.
5 free lookups per month.
Not the Brian Romag you were looking for?
Find contact details for 700 million professionals.
Others Named Brian Romag
-
32
Top Tarbox Family Office, Inc. Employees
-
ViewMichael Nozzarella
Chief Investment Officer at Tarbox Family Office, Inc.
Newport Beach, CA, US35+ -
23
-
31
-
1
-
31
-
1
-
33
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
