Gregory Rutherford Email & Phone Number
President and CEO @ Adaptive Investments
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Gregory Rutherford Location
- Carmel Valley, CA, US
Gregory Rutherford Work
- 2015 -now President and CEO @
- 2011 -2015 Co-Founder RiskX Funds and Portfolios by FolioMetrix @ RiskX Funds and Portfolios by FolioMetrix
- 1993 -2011 President @ Tagge*Rutherford Financial Group
- 1984 -1989 Finance Supervisor @
Gregory Rutherford Education
- Golden Gate University
MBA (Finance)
1986-1989 - University of Nebraska at Omaha
BSBA (Finance)
1982-1984 - University of Nebraska-Lincoln 1981-1982
- Omaha Northwest Magnet High School 1978-1981
Gregory Rutherford Skills
- Wealth Management
- Investments
- Estate Planning
- Asset Management
- Financial Analysis
- 401k
- Retirement
- Due Diligence
- Retirement Planning
- Investment Advisory
- Financial Planning
- Portfolio Management
- Financial Advisory
- Risk Management
- Business Planning
- Insurance
- Securities
- Strategic Financial Planning
- Mutual Funds
- Strategy
- Investment Management
- Asset Allocation
- Finance
- Fixed Annuities
- Investment Strategies
- Series 7
- 401(k) Retirement Savings Plans
- Trading
- 401k Retirement Savings Plans
- Microsoft Excel
- Sales
- Marketing
- Project Management
- Customer Service
- Training
- 401 Retirement Savings Plans
Gregory Rutherford Summary
- Gregory Rutherford, based in Carmel Valley, CA, US, is currently a President and CEO at Adaptive Investments. Gregory Rutherford brings experience from previous roles at RiskX Funds and Portfolios by FolioMetrix, Tagge*Rutherford Financial Group and Lockheed. Gregory Rutherford holds a 1986 - 1989 MBA in Finance @ Golden Gate University. With a robust skill set that includes Wealth Management, Investments, Estate Planning, Asset Management, Financial Analysis and more. Gregory Rutherford has 1 emails and 1 mobile phone numbers on RocketReach.
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