Drew McCurdy Email & Phone Number

Wealth Manager @ Desert Rose Capital Management

5 free lookup(s).

Drew McCurdy Location

Sacramento, CA, US

Drew McCurdy Work

2023 - now Wealth Manager @ Desert Rose Capital Management
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2018 - now Advisor @ Aspen Creek Financial and Insurance Services LLC
2017 - 2018 Field Vice President @ Appreciation Financial
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2016 - 2018 National Sales Manager @ Transamerica Financial Solutions
2016 - 2018 Senior Financial Specialist @ WealthWave
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2006 - 2016 Operations Manager @ ITS Technologies & Logistics

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Drew McCurdy Skills

Customer Service
Sales
Team Building

Time Management
Marketing
Retirement Planning
Life Insurance
Customer Relationship Management (CRM)
403 b
Roth IRA

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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.

Drew McCurdy Emails

Found 3 emails

Drew McCurdy Phone Numbers

Found 3 phone numbers

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Top Desert Rose Capital Management Employees

Jim Rippel

Wealth Management Consultant at Desert Rose Capital Management

Sylvania, OH, US
3
- yahoo.com
- rocketwealth.com
- desertrosecapital.com
2
- 419318XXXX
- 419569XXXX
Drew McCurdy

Wealth Manager at Desert Rose Capital Management

Sacramento, CA, US
3
- aspencreekfinancial.com
- gmail.com
- desertrosecapital.com
3
- 209570XXXX
- 321506XXXX
- 209951XXXX
Spencer Anderson

Wealth Manager at Desert Rose Capital Management

Boise, ID, US
4
- gmail.com
- desertrosecapital.com
- theflexmethod.com
- army.mil
1
- 208570XXXX
Valerie C.

Sr. Wealth Manager at Desert Rose Capital Management

Spokane, WA, US
1
- desertrosecapital.com
Sherika Ralliford

Wealth Manager at Desert Rose Capital Management

Meridian, ID, US
4
- gmail.com
- redzonewealthandlegacy.com
- desertrosecapital.com
- uslifepro.com
4
- 561276XXXX
- 561229XXXX
- 954242XXXX
- 954203XXXX
Rohit Jahagirdar

Portfolio Analyst at Desert Rose Capital Management

Meridian, ID, US
2
- desertrosecapital.com
- yahoo.com
Garrett Berg

Investment Specialist at Desert Rose Capital Management

Meridian, ID, US
1
- 208860XXXX
Jill Jackson

Office Manager and Insurance agent at Desert Rose Capital Management

Meridian, ID, US
5
- msn.com
- yahoo.com
- hotmail.com
- att.net
- desertrosecapital.com
5+
- 208871XXXX
- 989233XXXX
- 727421XXXX
- 208246XXXX
- 503838XXXX
- 208375XXXX
Cade Stafford

Financial Analyst at Desert Rose Capital Management

Meridian, ID, US
1
- desertrosecapital.com
2
- 208219XXXX
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