Earl C. Email & Phone Number
Investment Strategist | Where Tradition Meets Digital: Institutional Wealth Reimagined @ Spirit Global Investment Advisors
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Earl C. Location
- San Diego, CA, US
Earl C. Work
- Investment Strategist | Where Tradition Meets Digital: Institutional Wealth Reimagined @ (June 2014 - Present)
- Investment Advisor | Entrepreneurial Wealth, Professional Rigor @ (June 2010 - June 2014)
- Director of Finance | Specialist in Franchise Expansion and Financial Structuring @ (June 2008 - June 2010)
- Chief Investment Officer | Early-Stage Venture Capitalist and Business Innovator @ (June 1993 - June 2008)
- Chief Information Officer | Hospitality Portfolio with 350+ Locations @ (June 1984 - June 1993)
Earl C. Education
- University of Notre Dame - Mendoza College of Business
Foundation degree (Foresight and Innovation Program)
2017-2017 - UC San Diego
MS Computer Science-Candidate (Computer Science)
1996-1997
Earl C. Skills
- Leadership
- Series 63
- Financial Advisory
- Real Estate Economics
- Business Relationship Management
- Executive Management
- Retail
- Sales
- Start Ups
- Portfolio Management
- Financial Modeling
- Business Development
- Investments
- Mortgage Lending
- Negotiation
- Team Leadership
- Finance
- Fundraising
- Franchising
- Strategic Planning
- Strategy
- Financial Services
- Mutual Funds
- Entrepreneurship
- New Business Development
- Asset Management
- Nonprofits
- Training
- Financial Analysis
- Wealth
- Non Profits
- Small Business
- Management
- Due Diligence
- Mergers and Acquisitions
- Small Business Lending
- CRM
- Series 7
- Employee Benefits
Earl C. Summary
- Earl C., based in San Diego, CA, US, is currently a Investment Strategist | Where Tradition Meets Digital: Institutional Wealth Reimagined at Spirit Global Investments. Earl C. brings experience from previous roles at Wells Fargo Private Bank, GE Capital, VS Venture Partners and The Hillman Company. Earl C. holds a 2017 - 2017 Foundation degree in Foresight and Innovation Program @ University of Notre Dame - Mendoza College of Business. With a robust skill set that includes Leadership, Series 63, Financial Advisory, Real Estate Economics, Business Relationship Management and more. Earl C. has 1 emails on RocketReach.
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