Kenneth W Email

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Senior Portfolio Administrator @ (January 2024 - Present)
Portfolio Administrator @ (September 2021 - January 2024)
Portfolio Manager @ (January 2021 - May 2021)
Investment Analyst @ (April 2020 - January 2021)
Director of Operations and Corporate Relations Assistant @ (October 2019 - May 2021)
Vice President @ (May 2020 - January 2021)
Director of Equity @ (December 2019 - May 2020)
Equity Lead @ (August 2019 - December 2019)
Treasurer @ (August 2017 - May 2018)
Student Intern @ (February 2016 - May 2016)

California State University, Fullerton
Business Administration (Finance)
2016-2021
Del Norte high school
High School
2012-2016

Kenneth W, based in Irvine, CA, US, is currently a Senior Portfolio Administrator at Apriem Advisors. Kenneth W brings experience from previous roles at Apriem Advisors, Titan Capital Management and Finance Association - CSUF. Kenneth W holds a 2016 - 2021 Business Administration in Finance @ California State University, Fullerton. Kenneth W has 1 emails on RocketReach.