Romy Brown Email & Phone Number
Managing Partner @ Beta Wealth Group
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Romy Brown Location
- San Diego, CA, US
Romy Brown Work
- 2021 -now Managing Partner @
- 2018 -now Chief Operations and Compliance Officer @
- 2000 -2018 Chief Operations and Compliance Officer @
- 2005 -2017 OSJ Supervisor and Branch Manager @ Girard Securities, Inc
Romy Brown Education
- Fort Lewis College
BA (Business Administration and Management, General)
-
MBA (Business Administration and Management, General)
Romy Brown Skills
- Operations Management
- Strategic Planning
- Wealth Management
- Software Implementation
- Registered Investment Advisor
- Project Management
- Strategic Financial Planning
- Series 7
- Series 24
- Series 66
- Insurance
- FINRA
- Financial Advisory
- Wealth
- Asset Managment
- CRM Databases
- Morningstar Office
- dbCAMS
- ACT!
- Retirement Planning
- Securities
- Business Process Improvement
- Managerial Finance
- Portfolio Management Software
- Risk Management
- Mutual Funds
- Software Implementation Management
- Information Technology
- Cyber-security
- Human Resources
- Vendor Management
- NetX360
- Cyber Security
Romy Brown Summary
- Romy Brown, based in San Diego, CA, US, is currently a Managing Partner at Beta Wealth Group. Romy Brown brings experience from previous roles at Beta Wealth Group, Pacific Wealth Management LLC and Girard Securities, Inc. Romy Brown holds a BA in Business Administration and Management, General @ Fort Lewis College. With a robust skill set that includes Operations Management, Strategic Planning, Wealth Management, Software Implementation, Registered Investment Advisor and more. Romy Brown has 3 emails and 2 mobile phone numbers on RocketReach.
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