Sandi Bragar Location
- San Francisco, CA, US
Sandi Bragar Work
- 2022 -now Chief Client Officer @
- 2020 -now Podcast Host @
- 2008 -now Director - Wealth Management, Partner @
- 2021 -2025 Board Treasurer @
- 2019 -2024 Member @
- 2018 -2021 Managing Director - Planning Strategy and Research, Partner @
- 2019 -2021 Member of the Board of Directors @
- 2014 -2021 Member of the Board of Directors @
- 2012 -2014 Director of Planning, Partner @
- 1999 -2007 Wealth Manager @ Kochis Fitz
- 1993 -1999 Senior Tax Accountant @
Sandi Bragar Education
- UCSB 1989-1993
Sandi Bragar Skills
- Wealth Management
- Investment Strategies
- Charitable Giving
- Financial Planning
- stock option
- Concentrated Stock Management
- Investment Management
- Estate Planning
- Concentrated Wealth
- Stock Option Planning
Sandi Bragar Summary
- Sandi Bragar, based in San Francisco, CA, US, is currently a Chief Client Officer at Aspiriant. Sandi Bragar brings experience from previous roles at Aspiriant, Jewish Community Relations Council and Forbes Finance Council. Sandi Bragar holds a 1989 - 1993 UCSB. With a robust skill set that includes Wealth Management, Investment Strategies, Charitable Giving, Financial Planning, stock option and more. Sandi Bragar has 2 emails and 3 mobile phone numbers on RocketReach.
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