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John Westerlund Location
San Francisco, California, United States
John Westerlund Work
2017 -now Chief Financial Officer @
2012 -2016 Senior Client Manager @
2011 -2012 Portfolio Strategist and Paraplanner @ Clarity Wealth Advisors
2011 -2011 Portfolio Analyst @ Consilium Wealth Management
2009 -2010 Financial Advisor @
2008 -2009 Financial Advisor @
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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