George Berry Email & Phone Number
Wealth Advisor @ Bank of Stockton
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George Berry Location
- California, United States
George Berry Work
- Wealth Advisor @ (June 2023 - Present)
- Relationship Manager @ (September 2021 - October 2022)
- Senior Private Banker at Wells Fargo @ Wells Fargo (January 2018 - September 2021)
- Senior Private Client Advisor @ (January 2012 - January 2018)
- Regional Credit Director @ (April 2011 - December 2011)
- Wealth Management Banking @ (May 2009 - April 2011)
- Adjunct Instructor @ (January 2008 - January 2010)
- Premier Client Manager @ (January 2006 - January 2009)
- Financial Consultant @ (January 2004 - January 2006)
- Life and Annuity Wholesaler @ TPS Brokerage / Roster Financial (January 2002 - January 2004)
George Berry Education
- Southern New Hampshire University
Master of Science - MS (Applied Economics)
2025 - California State University, Chico
BA (Urban and Economic Geography)
- Harvard Kennedy School
Executive Education Certificate in Investment Decisions and Behavioral Finance (Behavioral Finance)
George Berry Skills
- Series 7
- Loans
- Banking
- Securities
- Mortgage Lending
- Asset Allocation
- Credit Analysis
- Cash Management
- Credit
- Mutual Funds
- Portfolio Management
- Series 63
- Strategic Financial Planning
- Asset Management
- Wealth Management
- Financial Planning
- Retirement Planning
- Investments
- Finance
- Financial Analysis
- Asset Managment
- Certified Financial Planner
- Estate Planning
- Financial Planners
- Fixed Annuities
- Investment Management
- Retirement
- Series 24
- Series 65
- Support
- Leadership
- Public Speaking
- Sales
- Services
- Financial Services
- Customer Service
George Berry Summary
- George Berry, based in California, United States, is currently a Wealth Advisor at Bank of Stockton. George Berry brings experience from previous roles at First Republic, Wells Fargo, Bank of the West and Merrill Lynch Wealth Management. George Berry holds a Master of Science - MS in Applied Economics @ Southern New Hampshire University. With a robust skill set that includes Series 7, Loans, Banking, Securities, Mortgage Lending and more. George Berry has 2 emails and 1 mobile phone numbers on RocketReach.
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