Mitch Sands Email & Phone Number
Founding Partner - Lead Advisor @ Catalyst Private Wealth
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Mitch Sands Location
- California, United States
Mitch Sands Work
- Founding Partner - Lead Advisor @ (January 2018 - Present)
- Board Member - Northern California Chapter @ (January 2016 - Present)
- Advisor @ (January 2016 - January 2025)
- Senior Wealth Advisor @ (January 2013 - December 2017)
- Ballpark Operations Associate @ (June 2012 - August 2012)
- Real Estate Associate @ (May 2011 - August 2011)
- Real Estate Associate @ (June 2010 - August 2010)
Mitch Sands Education
- University of San Diego
Bachelor's Degree (Finance and Business Administration)
- University of San Diego-Buenos Aires
Grade: Junior
- Corona Del Mar High School
Activities and societies: Football (Baseball, Basketball, Best Buddies)
- Collegiate School
Mitch Sands Skills
- Concentrated Equity Diversification
- Equity Compensation Planning (RSUs, NSOs, ISOs, ESPPs)
- Financial Planning and Analysis (FP&A)
- IPO & Liquidity Event Strategy
- Investments
- New Business Development
- Portfolio Management
- Pre-IPO Secondary Market
- QSBS and Founder-Friendly Tax Strategies
- Wealth Management
- Secondary Market
- Networking
- Fantasy Football
- Leadership
- Securities
- Entrepreneurship
- Advisory
- Services
- Microsoft Excel
- Resources
- Advisory Services
- Sellers
- Securities License
- Planning
- Investment Properties
- Solutions
- Investment Advisory Services
- Investment Management
Mitch Sands Summary
- Mitch Sands, based in California, United States, is currently a Founding Partner - Lead Advisor at Catalyst Private Wealth. Mitch Sands brings experience from previous roles at Best Buddies California, uSTADIUM, ClearPath Capital Partners and San Diego Padres. Mitch Sands holds a Bachelor's Degree in Finance and Business Administration @ University of San Diego. With a robust skill set that includes Concentrated Equity Diversification, Equity Compensation Planning (RSUs, NSOs, ISOs, ESPPs), Financial Planning and Analysis (FP&A), IPO & Liquidity Event Strategy, Investments and more. Mitch Sands has 2 emails and 2 mobile phone numbers on RocketReach.
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