2018 -
now Senior Vice President, Private Wealth Director @
2001 -
now Senior Investment Officer, Vice President @
Maggie Traverso Education
University of Portland
Executive Certificate in Financial Planning
2008
-
2009
Cannon Financial Institute
Investment Management School
2006
-
2008
Willamette University
BA (Spanish, Economics and Politics)
1997
-
2001
Maggie Traverso Skills
Investment Management
Wealth Management
Certified Financial Planner
Trust Services
Retirement Planning
Asset Allocation
Mutual Funds
Banking
Financial Analysis
Maggie Traverso Summary
Maggie Traverso, based in Portland, OR, US, is currently a Senior Vice President, Private Wealth Director at Riverview Trust Company. Maggie Traverso brings experience from previous roles at Riverview Trust Company. Maggie Traverso holds a 2008 - 2009 Executive Certificate in Financial Planning @ University of Portland. With a robust skill set that includes Investment Management, Wealth Management, Certified Financial Planner, Trust Services, Retirement Planning and more. Maggie Traverso has 2 emails and 1 mobile phone numbers on RocketReach.
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