Tj Troutner Email & Phone Number
Sr. Vice President, Financial Advisor (Team Lead) @ Wealth Enhancement Group
Tj Troutner's Location
Novato, CA, US
Tj Troutner's Work
- Sr. Vice President, Financial Advisor (Team Lead) @ Wealth Enhancement Group
- Managing Partner @ Equius Partners
- Senior Wealth Advisor @ Equius Partners
- Chief Relationship Officer @ Equius Partners
- Director of Client Services @ Equius Partners
- Director of Operations @ Equius Partners
- Operations Manager @ Equius Partners
Tj Troutner's Education
- Golden Gate University
Master of Science (MS) (Finance and Financial Management Services)
2009 - 2012 - Embry-Riddle Aeronautical University
BS - Aeronautical Science (Aviation)
2001 - 2005
Tj Troutner's Skills
- Wealth Management
- Mutual Funds
- Asset Allocation
- Portfolio Management
- Asset Managment
- Financial Analysis
- Asset Management
- Investments
- Business Development
- Relationship Management
Tj Troutner's Summary
TJ Troutner, based in Novato, CA, US, is currently a Sr. Vice President, Financial Advisor (Team Lead) at Wealth Enhancement Group, bringing experience from previous roles at Equius Partners and Equius Partners, Inc.. TJ Troutner holds a 2009 - 2012 Master of Science (MS) in Finance and Financial Management Services @ Golden Gate University. With a robust skill set that includes Wealth Management, Mutual Funds, Asset Allocation, Portfolio Management, Asset Managment and more, TJ Troutner contributes valuable insights to the industry. TJ Troutner has 3 emails and 1 mobile phone number on RocketReach.
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