Ian Venzon Email & Phone Number
Senior Analyst @ Pence Wealth Management
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Ian Venzon Location
- California, United States
Ian Venzon Work
- Senior Analyst @ (August 2022 - Present)
- Analyst @ (January 2018 - August 2022)
- Equity Research Analyst @ Big Sky Capital Investments LLC (March 2017 - September 2017)
- Junior Analyst, Mergers and Acquisitions @ Harvey & Company LLC (September 2016 - January 2017)
- Operations Clerk 2 @ (August 2014 - May 2016)
- Accounting Intern @ (February 2014 - April 2014)
Ian Venzon Education
- California State Polytechnic University-Pomona
Bachelor of Science (BS)
- Richmond American University London
Ian Venzon Skills
- Financial Modeling
- Equity Valuation
- Investments
- Financial Institutions
- FactSet
- Real Estate
- Research
- Microsoft Excel
- Finance
- Bloomberg Terminal
- Mergers & Acquisitions
- Financial Statements
- Microsoft Office
- Microsoft Word
- PowerPoint
- Microsoft PowerPoint
- Due Diligence
- Morningstar
- S&P CapIQ
- Financial Analysis
- Data Analysis
- Portfolio Management
- Valuation
- Investment Management
- Trading Systems
- Pivot Tables
- Vlookup
- Market Research
- Fundamental Analysis
Ian Venzon Summary
- Ian Venzon, based in California, United States, is currently a Senior Analyst at Pence Wealth. Ian Venzon brings experience from previous roles at Pence Wealth, Big Sky Capital Investments LLC, Harvey & Company LLC and Wells Fargo Advisors. Ian Venzon holds a Bachelor of Science (BS) @ California State Polytechnic University-Pomona. With a robust skill set that includes Financial Modeling, Equity Valuation, Investments, Financial Institutions, FactSet and more. Ian Venzon has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Pence Wealth Management Employees
Douglas Frazier
Senior Vice President, Private Wealth Manager
Newport Beach, CA, US
Laila Pence
President
Newport Beach, CA, US
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Branch Director of Compliance Operations
Newport Beach, CA, US
Ethan Parker
Client Service Specialist
Laguna Niguel, CA, US
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Marketing and Media Assistant
Orange, CA, US
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