Rick Holbrook Location
- San Mateo, CA, US
Rick Holbrook Work
- 2003 - now President @
- 1998 - 2003 Senior Vice President @ Wells Fargo Private Client Services
- 1997 - 1998 Senior Portfolio Manager @ Montgomery Asset Management
- 1979 - 1996 Senior Vice President @ Bailard, Biehl and Kaiser
Rick Holbrook Education
- Stanford University Graduate School of Business
MBA (Investments and economics)
1977 - 1979 - Brigham Young University
Economics (Economics)
1971 - 1977
Rick Holbrook Skills
- Mutual Funds
- Investment Advisory
- Investments
- Investment Strategies
- Asset Allocation
- Alternative Investments
- Series 7
- Portfolio Management
- Strategy
- Private Equity
- Retirement Planning
- Investment Management
- Strategic Financial Planning
- Equities
- Negotiation
- Asset Management
- Strategic Planning
- Bloomberg
- Financial Planning
- Wealth Management
- ETFs
- Asset Managment
- Series 63
- Management
- Hedge Funds
- Finance
- Entrepreneurship
- Corporate Finance
- Risk Management
- Microsoft Excel
- Sales
- Banking
- Planning
- Leadership
Rick Holbrook Summary
- Rick Holbrook, based in San Mateo, CA, US, is currently a President at Holbrook Global Strategies. Rick Holbrook brings experience from previous roles at Wells Fargo Private Client Services, Montgomery Asset Management and Bailard, Biehl and Kaiser. Rick Holbrook holds a 1977 - 1979 MBA in Investments and economics @ Stanford University Graduate School of Business. With a robust skill set that includes Mutual Funds, Investment Advisory, Investments, Investment Strategies, Asset Allocation and more. Rick Holbrook has 3 emails and 1 mobile phone numbers on RocketReach.
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