Margie Determan Email

Margie Determan Email

Vice President @ Robert W. Baird & Co. Private Wealth Mgt.

Margie Determan's Location

Grass Valley, CA, US

Margie Determan's Work

  • Vice President @ Robert W. Baird & Co. Private Wealth Mgt.
  • President, CEO @ Yuba River Wealth Mgt.
  • Owner, C.E.O. @ Yuba River Wealth Management

Margie Determan's Skills

  • Estate Planning
  • Microsoft Office
  • Financial Reporting
  • Social Media
  • Microsoft Excel
  • Public Speaking
  • Healthcare
  • Training
  • Customer Service
  • Strategic Planning

Margie Determan's Summary

Margie Determan, based in Grass Valley, CA, US, is currently a Vice President at Robert W. Baird & Co. Private Wealth Mgt., bringing experience from previous roles at Yuba River Wealth Mgt., Yuba River Wealth Management and Commonwealth Financial Network. With a robust skill set that includes Estate Planning, Microsoft Office, Financial Reporting, Social Media, Microsoft Excel and more, Margie Determan contributes valuable insights to the industry.

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