Drew McCurdy Location
- Sacramento, CA, US
Drew McCurdy Work
- 2023 - now Wealth Manager @
- 2018 - now Advisor @
- 2017 - 2018 Field Vice President @
- 2016 - 2018 National Sales Manager @ Transamerica Financial Solutions
- 2016 - 2018 Senior Financial Specialist @
- 2006 - 2016 Operations Manager @ ITS Technologies & Logistics
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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Top Desert Rose Capital Management Employees
Jim Rippel
Wealth Manager
Sylvania, OH, US
Jill Jackson
Office Manager and Insurance agent
Meridian, ID, US
Drew McCurdy
Wealth Manager
Sacramento, CA, US
Rohit Jahagirdar
Portfolio Analyst
Meridian, ID, US
Valerie C.
Sr. Wealth Manager
Spokane, WA, US
Garrett Berg
Investment Specialist
Meridian, ID, US
Mausmi Pala
Chief Compliance Officer
Miami, FL, US
John Carter
Chief Operating Officer, EVP of Sales
Eagle, ID, US
Paloma Guzman
Client Relations Specialist
Meridian, ID, US
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