Jeffrey Harwood's Location
California, United States
Jeffrey Harwood's Work
- Wealth Manager, President @ Ventura Advisors
- Portfolio Manager @ Wells Fargo Bank
Jeffrey Harwood's Education
- USC Marshall School of Business
MBA (Finance)
1990 - 1993 - University of Southern California
BA (Economics)
1982 - 1987 - Harvard School
Jeffrey Harwood's Skills
- Portfolio Management
- Wealth Management
- Finance
- Financial Planning
- Investment Management
- Financial Advisory
- Fiduciary
- Analytical Skill
- Planning
- Analysis
Jeffrey Harwood's Summary
Jeffrey Harwood, based in California, United States, is currently a Wealth Manager, President at Ventura Advisors, bringing experience from previous roles at Wells Fargo Bank. Jeffrey Harwood holds a 1990 - 1993 MBA in Finance @ USC Marshall School of Business. With a robust skill set that includes Portfolio Management, Wealth Management, Finance, Financial Planning, Investment Management and more, Jeffrey Harwood contributes valuable insights to the industry. Jeffrey Harwood has 1 email on RocketReach.
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