Debra Cappos Email & Phone Number
President, PDC Asset Management @ Momentum Independent Network
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Debra Cappos Location
- Oak Park, CA, US
Debra Cappos Work
- President, PDC Asset Management @ (September 2022 - Present)
- Sr. Vice President, Wealth Manager, Private Client Group @ (October 2008 - September 2022)
- Sr. Vice President @ Wachovia Secutities, Inc. (February 2001 - October 2008)
- SR. VICE PRESIDENT @ (March 1994 - February 2001)
- Vice President @ Bateman, Eichler, Hill, Richards, Inc. (September 1985 - March 1994)
Debra Cappos Education
- California State University-Northridge
Bachelor of Science (BS) (Accounting and Finance)
1979-1982 - San Diego State University-California State University
(Accounting and Business/Management)
1978-1979
Debra Cappos Skills
- Financial Advisory
- Wealth Management
- Retirement
- Asset Allocation
- Mutual Funds
- Investments
- Retirement Planning
- Investment Advisory
- Strategic Financial Planning
- Investment Strategies
- Series 7
- Series 31
- Series 63
- Series 66
- Equities
Debra Cappos Summary
- Debra Cappos, based in Oak Park, CA, US, is currently a President, PDC Asset Management at Momentum Independent Network. Debra Cappos brings experience from previous roles at Western International Securities, Wachovia Secutities, Inc., Smith Barney Brokerage Firm and Bateman, Eichler, Hill, Richards, Inc.. Debra Cappos holds a 1979 - 1982 Bachelor of Science (BS) in Accounting and Finance @ California State University-Northridge. With a robust skill set that includes Financial Advisory, Wealth Management, Retirement, Asset Allocation, Mutual Funds and more. Debra Cappos has 4 emails and 4 mobile phone numbers on RocketReach.
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