Bryan Ward Email & Phone Number
Chief Investment Officer @ ProCore Advisors
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Bryan Ward Location
- California, United States
Bryan Ward Work
- 2014 -now Chief Investment Officer @
- 2015 -now Chief Investment Officer @ QuickVest
- 2005 -2012 VP, Senior Private Client Analyst @
- 1995 -2006 Lifeguard and EMT @
- 2002 -2005 Financial Advisor @
Bryan Ward Education
- California State University, Long Beach
Bachelor of Science (B.S.)
2000 - University of California, Los Angeles
(Financial Planning & Taxation)
- William Howard Taft University
Master of Science (MS) (Masters of Law in Taxation)
- The Wharton School
Executive Education Program (Investment Analysis)
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.
Looking for a different Bryan Ward?
Find contact details for 700 million professionals.
Others Named Bryan Ward
Bryan Ward
Founder
San Antonio, TX, US
Bryan Ward
Senior Partner
Chicago, IL, US
Bryan Ward
SBA Credit Administrator
Los Angeles, CA, US
Bryan Ward
President Private Banking, Lakeside Bank, Dallas
Dallas, TX, US
Bryan Ward
VP of Engineering
Boulder, CO, US
Bryan Ward
President and Chief Executive Officer
Allen, TX, US
Bryan Ward
Senior Embedded Systems Software Engineer
Boulder, CO, US
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
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co