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Edward Wright Location
Bellbrook, OH, US
Edward Wright Work
Partner @ (June 2024 - Present)
Senior Retirement Planner @ (May 2023 - June 2024)
Wealth Advisor and Retirement Plan Consultant @ (November 2017 - May 2023)
Client Associate @ (February 2015 - November 2017)
Owner @ Wright up Your Alley, LLC (January 2011 - February 2015)
Trader and Research Analyst @ C.H. Dean Inc (June 2008 - March 2011)
Student Trainee @ (September 2007 - June 2008)
Edward Wright Education
Wright State University
Bachelors of Science (Business; Finance, Investment)
2006-2008
Edward Wright Skills
Avoiding unnecessary market risk
Customer Service
Finance
Financial Planning
Investment Properties
Investments
Lowering fees
Minimizing taxes
Protecting against long term care costs
Real Estate
Retirement Planning
Edward Wright Summary
Edward Wright, based in Bellbrook, OH, US, is currently a Partner at Golden Reserve. Edward Wright brings experience from previous roles at Golden Reserve, C.H. Dean, LLC and Wright up Your Alley, LLC. Edward Wright holds a 2006 - 2008 Bachelors of Science in Business; Finance, Investment @ Wright State University. With a robust skill set that includes Avoiding unnecessary market risk, Customer Service, Finance, Financial Planning, Investment Properties and more. Edward Wright has 1 emails and 2 mobile phone numbers on RocketReach.
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