Richard Tozer Email & Phone Number
Vice President, Performance Reporting and Analytics @ Whittier Trust Company
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Richard Tozer Location
- South Pasadena, CA, US
Richard Tozer Work
- 2007 -now Vice President, Performance Reporting and Analytics @
- 2005 -2007 Staffing Manager @
- 1999 -2004 Product Manager @
Richard Tozer Education
- University of California, Davis
Bachelor of Science - BS (Business/Managerial Economics)
1993-1998
Richard Tozer Skills
- Investment Management
- Project Management
- Business Development
- Business-to-Business (B2B)
- Analytical Skills
- Asset Allocation
- Financial Analysis
- Asset Management
- Performance Measurement
- Investment Advisory
- Equities
- Wealth Management
- Series 7
- Performance Attribution
- Bloomberg
- Investment Strategies
- Equity Research
- Asset Managment
- Securities
- Due Diligence
- Financial Markets
- Capital Markets
- Investments
- Trading
Richard Tozer Summary
- Richard Tozer, based in South Pasadena, CA, US, is currently a Vice President, Performance Reporting and Analytics at Whittier Trust. Richard Tozer brings experience from previous roles at Ajilon Finance Solutions and National Planning Corporation (NPC). Richard Tozer holds a 1993 - 1998 Bachelor of Science - BS in Business/Managerial Economics @ University of California, Davis. With a robust skill set that includes Investment Management, Project Management, Business Development, Business-to-Business (B2B), Analytical Skills and more. Richard Tozer has 2 emails and 1 mobile phone numbers on RocketReach.
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