Fred Workman Email & Phone Number
Advisor Operations Specialist-Virtual @ Inspire Advisors
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Fred Workman Location
- Sacramento, CA, US
Fred Workman Work
- 2021 -now Advisor Operations Specialist-Virtual @
- 2021 -2022 President @ Living Water Style
- 2020 -2020 Caregiver @ self employed
- 2010 -2019 Financial Advisor, Director-Portfolio Strategies @ SCF Securities
- 2003 -2009 Marketing Manager @ Trans Cal Associates
- 2002 -2005 Financial Manager @ Trans Cal Associates
- 1997 -2002 Assistant Underwriter @ Trans Cal Associates
- 1991 -1995 Courtesy Clerk @
Fred Workman Education
- California State University-Sacramento
BS (Finance)
1994-1997
Fred Workman Skills
- Investment Management
- Retirement Planning
- Analytical Skills
- Life Insurance
- Portfolio Management
- Financial Planning
- Regulatory Compliance
- Regulatory Requirements
- Finance
- Investments
- Insurance
- Financial Services
- Financial Planners
- Financial Advisory
- Research
- Strategic Planning
- Wealth Management
- Securities
- Insurance Planning
- Analytics
- Investment Strategies
- Asset Allocation
- Quality Control
- Data Analysis
- Corporate Finance
- Business Analytics
- Business Analysis
- Financial Statements
- Financial Accounting
- Sales
- Accounting
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Adobe Acrobat
- Time Management
- Certified Financial Planner
- College Education Planning
- Retirement Income Strategies
- Portfolio Performance Analysis
- Operational Efficiency
- Office Operations
- Client Accounts
- Operation Efficiencies
- Method Development
- Client Relationships Strengthening
- Hold Series 7
- Series 66
- Life & Health Insurance Licenses
- Budgeting
Fred Workman Summary
- Fred Workman, based in Sacramento, CA, US, is currently a Advisor Operations Specialist-Virtual at Inspire Advisors. Fred Workman brings experience from previous roles at Living Water Style, self employed, SCF Securities and Trans Cal Associates. Fred Workman holds a 1994 - 1997 BS in Finance @ California State University-Sacramento. With a robust skill set that includes Investment Management, Retirement Planning, Analytical Skills, Life Insurance, Portfolio Management and more. Fred Workman has 2 emails on RocketReach.
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