Brian Whitney Email & Phone Number
President and CEO and Chief Investment Strategist
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Brian Whitney Location
- Orange, CA, US
Brian Whitney Work
- 2008 -now President and CEO and Chief Investment Strategist @ Vestige Wealth Management
- 2002 -2007 Financial Advisor @ Compak Asset Management
- 2000 -2002 Trading @
Brian Whitney Education
- California State University-Fullerton - College of Business and Economics
Bachelor or Arts (Finance and Investments)
1996-1999 - Orange Lutheran High School 1990-1994
Brian Whitney Skills
- Financial Planning
- Wealth Management
- Investment Strategies
- Investments
- Investment Advisory
- Portfolio Management
- Asset Management
- Retirement Income Strategies
- ETFs
- Mutual Funds
- Trading
- Financial Markets
- Asset Allocation
- Equities
- Microsoft Office
- Project Management
- Sales
- Microsoft Excel
- Social Media
Brian Whitney Summary
- Brian Whitney, based in Orange, CA, US, is currently a President and CEO and Chief Investment Strategist at Vestige Wealth Management. Brian Whitney brings experience from previous roles at Compak Asset Management and Washington Mutual. Brian Whitney holds a 1996 - 1999 Bachelor or Arts in Finance and Investments @ California State University-Fullerton - College of Business and Economics. With a robust skill set that includes Financial Planning, Wealth Management, Investment Strategies, Investments, Investment Advisory and more. Brian Whitney has 2 emails and 3 mobile phone numbers on RocketReach.
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