Robert Souza Email & Phone Number
Founder @ Uthentic Wealth
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Robert Souza Location
- Thousand Oaks, CA, US
Robert Souza Work
- 2023 -now Founder @
- 2023 -2023 Principal @
- 2010 -2023 Analyst and Portfolio Manager @
- 2007 -2010 Client Service Associate @
Robert Souza Education
- UC Santa Barbara
Robert Souza Skills
- Financial Analysis
- Strategy
- Risk Management
- Portfolio Management
- Customer Service
- Leadership
- Financial Services
- Equities
- Investment Management
- Hedge Funds
- Investments
Robert Souza Summary
- Robert Souza, based in Thousand Oaks, CA, US, is currently a Founder at Uthentic Wealth. Robert Souza brings experience from previous roles at Cerity Partners, Gamble Jones Investment Counsel and Western Asset Management. Robert Souza holds a UC Santa Barbara. With a robust skill set that includes Financial Analysis, Strategy, Risk Management, Portfolio Management, Customer Service and more. Robert Souza has 1 emails and 2 mobile phone numbers on RocketReach.
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