Drew McCurdy Email & Phone Number
Wealth Manager @ Desert Rose Capital Management
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Drew McCurdy Location
- Sacramento, CA, US
Drew McCurdy Work
- Wealth Manager @ (June 2023 - Present)
- Advisor @ (January 2018 - Present)
- Field Vice President @ (April 2017 - January 2018)
- National Sales Manager @ Transamerica Financial Solutions (February 2016 - January 2018)
- Senior Financial Specialist @ (January 2016 - January 2018)
- Operations Manager @ ITS Technologies & Logistics (March 2006 - January 2016)
Drew McCurdy Skills
- Customer Service
- Sales
- Team Building
- Time Management
- Marketing
- Retirement Planning
- Life Insurance
- Customer Relationship Management (CRM)
- 403 b
- Roth IRA
- IRA
- Indexed Annuities
- Leadership
- Management
Drew McCurdy Summary
- Drew McCurdy, based in Sacramento, CA, US, is currently a Wealth Manager at Desert Rose Capital Management. Drew McCurdy brings experience from previous roles at Aspen Creek Financial and Insurance Services LLC, Appreciation Financial, Transamerica Financial Solutions and WealthWave. With a robust skill set that includes Customer Service, Sales, Team Building, Time Management, Marketing and more. Drew McCurdy has 3 emails and 2 mobile phone numbers on RocketReach.
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