Marty Rascon's Location
San Diego, CA, US
Marty Rascon's Work
- Wealth Management Associate Advisor @ Weatherly Asset Management
- Financial Advisor and Investment Manager @ Platt Wealth Management
- Financial Advisor Associate @ Platt Wealth Management
- Finance Intern @ Platt Wealth Management
- Executive Manager @ G R Catering
- General Manager @ G R Catering
Marty Rascon's Education
- San Diego State University
Bachelor of Science - BS (Finance)
2015 - 2020 - Corporate Finance Institute® (CFI)
Financial Modeling & Valuation Analysis Certification (Banking, Corporate, Finance, and Securities Law)
2019 - 2020 - St Augustine High School2012 - 2015
Marty Rascon's Skills
- Leadership
- Team Coordination
- Collaborative Problem Solving
- Corporate Finance
- Valuation
- Sales
- Expense Analysis
- Microsoft PowerPoint
- Event Planning
- Financial Modeling
Marty Rascon's Summary
Marty Rascon, based in San Diego, CA, US, is currently a Wealth Management Associate Advisor at Weatherly Asset Management, bringing experience from previous roles at Platt Wealth Management and GR Catering. Marty Rascon holds a 2015 - 2020 Bachelor of Science - BS in Finance @ San Diego State University. With a robust skill set that includes Leadership, Team Coordination, Collaborative Problem Solving, Corporate Finance, Valuation and more, Marty Rascon contributes valuable insights to the industry. Marty Rascon has 1 email on RocketReach.
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