Robert Britton's Location
Temecula, CA, US
Robert Britton's Work
- Senior Wealth Advisor @ TCG, a HUB International company
- Treasurer @ The Vine House Bed & Breakfast
- Portfolio Manager @ WFA San Diego
- Business Systems Consultant @ Wells Fargo
- Investment Manager and Equity Analyst @ Wells Fargo Private Bank
- Financial Advisor @ Wells Fargo
- Premier Banker and Financial Advisor @ Wells Fargo
Robert Britton's Education
- San Diego State University-California State University
Bachelor of Arts (International Economics)
1997 - 2003
Robert Britton's Skills
- Portfolio Management
- Investment Management
- Financial Modeling
- Equity Valuation
- Project Implementation
- Corporate Finan
- Database Management
- VBA
- Pivot Tables
- Cash Flow Forecasting
Robert Britton's Summary
Robert Britton, based in Temecula, CA, US, is currently a Senior Wealth Advisor at TCG Trusted Capital Group, LLP., bringing experience from previous roles at The Vine House Bed & Breakfast, WFA Wealth Managers, Wells Fargo and Wells Fargo Private Bank. Robert Britton holds a 1997 - 2003 Bachelor of Arts in International Economics @ San Diego State University-California State University. With a robust skill set that includes Portfolio Management, Investment Management, Financial Modeling, Equity Valuation, Project Implementation and more, Robert Britton contributes valuable insights to the industry. Robert Britton has 2 emails and 1 mobile phone number on RocketReach.
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