Marshall Eichenauer Jr. Email & Phone Number
Owner - Investment Advisor @ Sagent Wealth Management
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Marshall Eichenauer Jr. Location
- Laguna Beach, CA, US
Marshall Eichenauer Jr. Work
- 2008 -now Owner - Investment Advisor @
- 1996 -2008 Senior Vice President @
- 1993 -1996 Financial Advisor @
- 1984 -1993 Assistant Superintendent | Project Manager | Vice President Land Acquisition @ Home Building
Marshall Eichenauer Jr. Education
- Wharton Executive Education
Certified Investment Management Analyst® (Marshall Eichenauer Jr. holds the )
2004-2005 - Arizona State University
Bachelor of Science - BS (Activities and societies: Kappa Sigma Fraternity Obtained a Bachelor of Science degree in Business Finance. Financial coursework focused on Accounting and Real Estate Finance)
1979-1983
Marshall Eichenauer Jr. Skills
- Accounting
- Financial Accounting
- Analytical Skills
- Financial Reporting
- Financial Modeling
- Certified Investment Management Analyst
- Wealth Management
- Asset Management
- Retirement Planning
- Financial Planning
- Estate Planning
- Financial Services
- Investment Advisory
- Mutual Funds
- Investments
- Securities
- Investment Strategies
- Risk Management
- Equities
- Fixed Income
- Asset Allocation
- Hedge Funds
- Series 63
- Portfolio Management
- Insurance
- Retirement
- Financial Analysis
- Fixed Annuities
- Strategic Financial Planning
- Real Estate
- Asset Managment
- Investment Management
- Financial Advisory
- Finance
- Wealth
- Series 65
Marshall Eichenauer Jr. Summary
- Marshall Eichenauer Jr., based in Laguna Beach, CA, US, is currently a Owner - Investment Advisor at Sagent Wealth Management. Marshall Eichenauer Jr. brings experience from previous roles at UBS, Smith Barney and Home Building. Marshall Eichenauer Jr. holds a 2004 - 2005 Certified Investment Management Analyst® in Marshall Eichenauer Jr. holds the @ Wharton Executive Education. With a robust skill set that includes Accounting, Financial Accounting, Analytical Skills, Financial Reporting, Financial Modeling and more. Marshall Eichenauer Jr. has 2 emails and 1 mobile phone numbers on RocketReach.
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