Rita Email & Phone Number
Senior Vice President- Operations, Executive Partner and Director, Planning Strategy @ Destination Wealth Management
5 free lookup(s).
Rita Location
- South San Francisco, CA, US
Rita Work
- 2016 - now Senior Vice President- Operations, Executive Partner and Director, Planning Strategy @
- 2011 - 2016 Sr. Vice President, Operations and Sr. Partner and and Director, Planing Strategy @
- 2009 - 2011 Banker @ Bank of America
- 1999 - 2003 Financial Consultant @ Charles Schwab
Rita Education
- College of Financial Planning
CFP (Financial Planning and Services)
2001 - 2003 - DE LIN Institute of Technology
Engineer's degree (Electrical and Electronics Engineering)
Rita Skills
- Wealth Management
- Asset Allocation
- Investment Management
- Strategic Financial Planning
- Investments
- Equities
- Retirment Planning
- Emotional Intelligence
- Personal Development
- Leadership
- Communication
- Teamwork
- Team Leadership
- Business Strategy
- Loans
- Financial Analysis
- Customer Service
- Management
Rita Summary
- Rita, based in South San Francisco, CA, US, is currently a Senior Vice President- Operations, Executive Partner and Director, Planning Strategy at Destination Wealth Management. Rita brings experience from previous roles at Destination Wealth Management, Bank of America and Charles Schwab. Rita holds a 2001 - 2003 CFP in Financial Planning and Services @ College of Financial Planning. With a robust skill set that includes Wealth Management, Asset Allocation, Investment Management, Strategic Financial Planning, Investments and more. Rita has 2 emails on RocketReach.
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Top Destination Wealth Management Employees
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Sophia Feng
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Rita
Senior Vice President- Operations, Executive Partner and Director, Planning Strategy
South San Francisco, CA, US
Quinton McDermott
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Jeanne Suh
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Preetika Pande
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Jessica Coy
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Jian Lin
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Steven Gasparini
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Elena Song
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Geoffrey Cable
Managing Director and Executive Partner
Walnut Creek, CA, US
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