Greg Harder Email & Phone Number

Financial Consultant @ Caldwell Sutter Capital, Inc.

5 free lookup(s).

Greg Harder Location

Santa Rosa, CA, US

Greg Harder Work

2023 - now Financial Consultant @ Caldwell Sutter Capital, Inc.
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2019 - 2023 Vice President Financial Consultant @ NBC Securities, Inc.
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2008 - 2019 Financial Advisor @ Edward Jones
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2003 - 2014 VP @ Sonoma Co. Horse Council

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Greg Harder Education

Cal Poly San Luis Obispo
Masters of Science (General Agriculture)

Greg Harder Skills

Pensions
Fixed Income
Portfolio And Retirement Plan Reviews

Variable Annuities
Finance
Roth IRA
Fixed Income Investments
Mutual Funds
Systematic Investing
Estate Considerations

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Greg Harder Summary

Greg Harder, based in Santa Rosa, CA, US, is currently a Financial Consultant at Caldwell Sutter Capital, Inc.. Greg Harder brings experience from previous roles at NBC Securities, Inc., Edward Jones and Sonoma Co. Horse Council. Greg Harder holds a Masters of Science in General Agriculture @ Cal Poly San Luis Obispo. With a robust skill set that includes Pensions, Fixed Income, Portfolio And Retirement Plan Reviews, Variable Annuities, Finance and more. Greg Harder has 1 emails and 1 mobile phone numbers on RocketReach.

Greg Harder Emails

Found 1 emails

@cald.com

Greg Harder Phone Numbers

Found 3 phone numbers

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Top Caldwell Sutter Capital, Inc. Employees

Christopher Anderson

Chief Financial Officer at Caldwell Sutter Capital, Inc.

Daly City, CA, US
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Christopher Maloy

Managing Director at Caldwell Sutter Capital, Inc.

Merrick, NY, US
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Frank Soriano

Senior Managing Director at Caldwell Sutter Capital, Inc.

California, United States
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Joe Raymond

Portfolio Manager at Caldwell Sutter Capital, Inc.

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