Ken Clift Email & Phone Number
Principle and Director of Advisory Services @ Schultz Collins
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Ken Clift Location
- Danville, CA, US
Ken Clift Work
- 2021 -now Principle and Director of Advisory Services @
- 2010 -now Sr. Financial Advisor @ Schultz Collins Investment Counsel
- 2007 -2010 Investment Consultant @ Charles Schwab
- 1993 -2007 Fixed Income and REIT Specialist @ Charles Schwab and Company
Ken Clift Education
- University of San Francisco
Masters of Science (Financial Analysis)
2004-2006 - University of San Francisco
BS (Applied Economics)
1999-2003
Ken Clift Skills
- Finance
- Asset Allocation
- Equities
- Fixed Income
- Portfolio Management
- Investments
- Mutual Funds
- Investment Advisory
- Wealth Management
- Financial Markets
- Economics
- Strategy
- Investment Strategies
- Securities
- Alternative Investments
- ETFs
- Series 24
- Capital Markets
- Financial Services
- Retirement
- Asset Management
- Strategic Financial Planning
- Financial Advisory
- Analysis
- Hedge Funds
- Equity Trading
- Valuation
- Trading
- Financial Modeling
- Derivatives
- Series 63
- Investment Management
- Corporate Finance
- Trading Systems
- Financial Risk
- Options
- Retirement Planning
- Banking
- Bloomberg
- Bonds
- Emerging Markets
- Financial Analysis
- Institutional Investments
- Private Equity
- Equity Research
- Leadership
- Microsoft Excel
- Training
- Project Management
- Strategic Financial
- Institutional
Ken Clift Summary
- Ken Clift, based in Danville, CA, US, is currently a Principle and Director of Advisory Services at Schultz Collins. Ken Clift brings experience from previous roles at Schultz Collins Investment Counsel, Charles Schwab and Charles Schwab and Company. Ken Clift holds a 2004 - 2006 Masters of Science in Financial Analysis @ University of San Francisco. With a robust skill set that includes Finance, Asset Allocation, Equities, Fixed Income, Portfolio Management and more. Ken Clift has 3 emails and 1 mobile phone numbers on RocketReach.
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