Chuck Cattano Email & Phone Number
Managing Principal, Executive Director of Wealth Management and Family Office Services @ Occidental Asset Management
5 free lookup(s).
Chuck Cattano Location
- Burlingame, CA, US
Chuck Cattano Work
- 2013 - now Managing Principal, Executive Director of Wealth Management and Family Office Services @
- 2001 - 2013 President and CIO @ ACC Investment Management, Inc.
- 2000 - 2000 Sr. Product Marketing Manager @ Achex
- 1999 - 2000 Sr. Product Marketing Manager @ OneDemocracy.com
- 1994 - 1999 Associate Vice President @
- 1993 - 1994 Director of Sales @ Nobel Farms
- 1992 - 1993 Regional Sales Manager @
- 1991 - 1992 Corporate Risk Manager @
Chuck Cattano Education
- Investments & Wealth Institute 2026 - 2026
- Creighton University's Heider College of Business 2016 - 2017
- Saint Mary's College of California 1998 - 1999
- University of California, Berkeley 1985 - 1989
- Rio Mesa High School
Chuck Cattano Skills
- Asset Management
- Risk Management
- Investment Management
- Investments
- Investment Advisory
- Strategic Financial Planning
- Strategic Planning
- Retirement Planning
- Financial Planning
- Portfolio Management
- Wealth Management
- Alternative Investments
- Venture Capital
- Hedge Funds
- Real Estate
- Cross-functional Team Leadership
- Entrepreneurship
- Strategy
- CRM
- Mergers & Acquisitions
- Equities
- Trading
- Customer Service
- Microsoft Excel
- Cross Functional Team Leadership
- Mergers and Acquisitions
- Public Speaking
- Community Outreach
Chuck Cattano Summary
- Chuck Cattano, based in Burlingame, CA, US, is currently a Managing Principal, Executive Director of Wealth Management and Family Office Services at Occidental Asset Management, LLC (OCCAM). Chuck Cattano brings experience from previous roles at ACC Investment Management, Inc., Achex, OneDemocracy.com and Morgan Stanley. Chuck Cattano holds a 2026 - 2026 Investments & Wealth Institute. With a robust skill set that includes Asset Management, Risk Management, Investment Management, Investments, Investment Advisory and more. Chuck Cattano has 3 emails and 1 mobile phone numbers on RocketReach.
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