1999 -
2006 Investment Advisor @ Merriman Capital Management, Inc.
1996 -
1999 Investment Advisor @ Legacy Group Financial
Edward Ward Education
Institute of Business and Finance
Masters program (MS Financial Institutions)
1998
-
2009
California State University
(Business Administration)
1980
-
1983
Chabot College
(Economics)
1978
-
1980
Hvitfeltska Gynmnasiet
(International Relations)
1977
-
1978
New York Institute of Finance
(Commodites)
1980null
Edward Ward Skills
Retirement Planning
Estate Planning
Portfolio Management
Retirement
Investments
Investment Advisory
Wealth Management
Asset Allocation
Financial Planning
Investment Strategies
Financial Advisory
Retirement Income Strategies
Equities
Private Wealth Management
Securities
Series 7
ETFs
High Net Worth Individuals
Charitable Giving
Mutual Funds
Asset Management
Trusts
Wealth
401k
IRA's
Edward Ward Summary
Edward Ward, based in Kirkland, WA, US, is currently a CEO at Robinswood Financial. Edward Ward brings experience from previous roles at Merriman Capital Management, Inc. and Legacy Group Financial. Edward Ward holds a 1998 - 2009 Masters program in MS Financial Institutions @ Institute of Business and Finance. With a robust skill set that includes Retirement Planning, Estate Planning, Portfolio Management, Retirement, Investments and more. Edward Ward has 1 mobile phone numbers on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.