Drew McCurdy Email & Phone Number
Wealth Manager @ Desert Rose Capital Management
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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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