Leo Walker Email & Phone Number
Managing Director - Investment Officer, Senior Financial Advisor @ Wells Fargo Advisors
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Leo Walker Location
- California, United States
Leo Walker Work
- 2009 -now Managing Director - Investment Officer, Senior Financial Advisor @
- 2006 -2009 Financial Advisor @
- 2001 -2006 Financial Advisor @
- 1998 -2001 Financial Advisor @
- 1993 -1998 Financial Consultant @
Leo Walker Education
- California State University-Fresno
B.A. (Communications)
1985-1988
Leo Walker Skills
- Financial Advice
- Investments
- Retirement Planning
- Executive Services
- 401k Plans
- Business Succession Planning
- Asset Allocation
- Stock Options-ISO/NSO
- Concentrated Stock
- Estate Planning Strategies
- Microsoft Excel
- Series 7
- Stock Options Iso/Nso
- Strategic Planning
- Financial Planning
- Financial Analysis
- Banking
- Credit
- Project Management
- Wealth Management
- Portfolio Management
- Insurance
- Finance
Leo Walker Summary
- Leo Walker, based in California, United States, is currently a Managing Director - Investment Officer, Senior Financial Advisor at Wells Fargo Advisors. Leo Walker brings experience from previous roles at Bank of America, Morgan Stanley and Guardian Life. Leo Walker holds a 1985 - 1988 B.A. in Communications @ California State University-Fresno. With a robust skill set that includes Financial Advice, Investments, Retirement Planning, Executive Services, 401k Plans and more. Leo Walker has 1 emails on RocketReach.
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