Senior Client Manager @ (November 2012 - November 2016)
Portfolio Strategist and Paraplanner @ (July 2011 - November 2012)
Portfolio Analyst @ Consilium Wealth Management (January 2011 - July 2011)
Financial Advisor @ (January 2009 - January 2010)
Financial Advisor @ (January 2008 - January 2009)
John Westerlund Education
University of California, Berkeley
Bachelor of Arts (, Political Science)
2002-2006
Dublin High School
John Westerlund Skills
Portfolio Management
Microsoft Excel
Finance
Strategy
Wealth Management
Customer Experience
Financial Advisory
Series 63
Memory
Build Strong
Speaks
Market
Exams
Computer Hardware
Portfolio
Nurture
Community
Applications
Ability To Learn
TeamMate
Reports
Software
Financial Services
SAN
Genuine
Computer Program
Work Ethic
Aptitude
Poly
Deloitte
Computer Science
Scenario
CRM
Series 7
Internal Audit
John Westerlund Summary
John Westerlund, based in San Francisco, California, United States, is currently a Chief Financial Officer at Roses in Concrete Community School. John Westerlund brings experience from previous roles at Edtec, Clarity Wealth Advisors, Consilium Wealth Management and Ycmnet Advisors. John Westerlund holds a 2002 - 2006 Bachelor of Arts in , Political Science @ University of California, Berkeley. With a robust skill set that includes Portfolio Management, Microsoft Excel, Finance, Strategy, Wealth Management and more. John Westerlund has 1 emails and 1 mobile phone numbers on RocketReach.
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