Bryan Ward Email & Phone Number
Chief Investment Officer @ ProCore Advisors
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Bryan Ward Location
- California, United States
Bryan Ward Work
- Chief Investment Officer @ (August 2014 - Present)
- Chief Investment Officer @ QuickVest (January 2015 - Present)
- VP, Senior Private Client Analyst @ (April 2005 - October 2012)
- Lifeguard and EMT @ (May 1995 - March 2006)
- Financial Advisor @ (January 2002 - April 2005)
Bryan Ward Education
- California State University, Long Beach
Bachelor of Science (B.S.)
2000 - The Wharton School
Executive Education Program (Investment Analysis)
- UCLA
(Financial Planning & Taxation)
- William Howard Taft University
Master of Science (MS) (Masters of Law in Taxation)
Bryan Ward Skills
- Estate Planning
- Financial Advisory
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- Tax
- Investments
- Finance
- Investment Advisory
- Strategic Planning
- Financial Services
- Wealth Management
- Mutual Funds
- Executive Positions
- Strategic Financial Planning
- High Net Worth Individuals
- Asset Management
- Certified Financial Planner
- Financial Analysis
- Wealth
- Management
- Personal Finance
- Investment Management
Bryan Ward Summary
- Bryan Ward, based in California, United States, is currently a Chief Investment Officer at ProCore Advisors. Bryan Ward brings experience from previous roles at QuickVest, City National Bank, City of Newport Beach and AXA Advisors. Bryan Ward holds a Bachelor of Science (B.S.) @ California State University, Long Beach. With a robust skill set that includes Estate Planning, Financial Advisory, Insurance, Retirement Planning, Financial Planning and more. Bryan Ward has 2 emails and 2 mobile phone numbers on RocketReach.
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Top ProCore Advisors Employees
Keythe Ward-Aguilar
Certified Financial Plannerâ„¢ and Partner and CFO, CCO
Newport Beach, CA, US
Bryan Ward
Chief Investment Officer
California, United States
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