Msba West's Location
San Diego, CA, US
Msba West's Work
- Lead Financial Advisor @ Platt Wealth Management
- Senior Wealth Advisor @ Reilly Financial Advisors
- Financial Solutions Advisor @ Merrill Edge
- Financial Planning Analyst @ Wells Fargo Private Bank
- Regional Bank Private Banker @ Wells Fargo
Msba West's Education
- San Diego State University
Master's degree (Financial and Tax Planning)
2011 - 2013 - Clemson University
Bachelor of Science - BS (Management)
1996 - 2000
Msba West's Summary
Msba West, based in San Diego, CA, US, is currently a Lead Financial Advisor at Platt Wealth Management, bringing experience from previous roles at Reilly Financial Advisors, Merrill Edge, Wells Fargo Private Bank and Wells Fargo. Msba West holds a 2011 - 2013 Master's degree in Financial and Tax Planning @ San Diego State University. Msba West has 5 emails and 1 mobile phone number on RocketReach.
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Lead Financial Advisor at Platt Wealth Management
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