Craig McBarnes Email & Phone Number
Assistant Portfolio Manager @ Intrepid Financial, LLC
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Craig McBarnes Location
- Palm Desert, CA, US
Craig McBarnes Work
- Wealth Advisor @ (February 2023 - Present)
- Wealth Advisor @ Anchor Wealth Management Group LLC (February 2023 - Present)
- Assistant Portfolio Manager @ (November 2012 - Present)
Craig McBarnes Education
- Butler University
Bachelor of Science (B.S.) (Finance)
2008-2012 - Frankfort Senior High School 2004-2008
Craig McBarnes Skills
- Strategic Financial Planning
- Financial Modeling
- Investments
- Bloomberg
- Microsoft Excel
- Series 65
- DCF
- Asset Allocation
- Financial Analysis
- Equities
- Mutual Funds
- Equity Research
Craig McBarnes Summary
- Craig McBarnes, based in Palm Desert, CA, US, is currently a Assistant Portfolio Manager at Intrepid Financial, LLC. Craig McBarnes brings experience from previous roles at The Wealth Consulting Group and Anchor Wealth Management Group LLC. Craig McBarnes holds a 2008 - 2012 Bachelor of Science (B.S.) in Finance @ Butler University. With a robust skill set that includes Strategic Financial Planning, Financial Modeling, Investments, Bloomberg, Microsoft Excel and more. Craig McBarnes has 1 emails and 2 mobile phone numbers on RocketReach.
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