Isaac Green Email & Phone Number
Regional Director @ North Square Investments
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Isaac Green Location
- Sacramento, CA, US
Isaac Green Work
- Regional Director @ (December 2023 - Present)
- Vice President of Sales @ (September 2021 - October 2023)
- Managing Director @ (March 2018 - September 2021)
- Retirement Planner CRPC® @ (August 2017 - February 2018)
- Retirement Planner CRPC® @ (August 2015 - August 2017)
- Retirement Solutions Representative @ (March 2014 - August 2015)
- Investment Solutions Representative @ (August 2013 - February 2014)
- Premium Relationship Associate @ (October 2012 - July 2013)
- Customer Service Representative @ (June 2011 - September 2012)
- Financial Representative @ (January 2010 - May 2011)
Isaac Green Education
- Westminster College
Bachelor of Science (BS) (Finance, General)
2006-2010
Isaac Green Skills
- Retirement Planning
- Investments
- Customer Service
- Public Speaking
- Sales
- Research
- Project Management
- Portfolio Management
- Microsoft Word
- Management
Isaac Green Summary
- Isaac Green, based in Sacramento, CA, US, is currently a Regional Director at North Square Investments. Isaac Green brings experience from previous roles at ROBO Global, Pacer ETFs and Fidelity Investments. Isaac Green holds a 2006 - 2010 Bachelor of Science (BS) in Finance, General @ Westminster College. With a robust skill set that includes Retirement Planning, Investments, Customer Service, Public Speaking, Sales and more. Isaac Green has 2 emails and 2 mobile phone numbers on RocketReach.
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