Todd Barney Email & Phone Number
Partner and President Wealth Management @ Potentia Wealth
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Todd Barney Location
- Burlingame, CA, US
Todd Barney Work
- 2024 -now Private Wealth Advisor @
- 2024 -now Partner and President Wealth Management @
- 2019 -2024 Senior Advisor Consultant @
- 2016 -2024 Vice President, Senior Advisor Consultant @
- 2010 -2015 Vice President, External Investment Consultant @
- 2009 -2010 Regional Vice President @
- 2009 -2010 Vice President, Institutional Sales @ Aletheia Research and Management
- 2001 -2008 Associate Regional Director @
- 1999 -2001 Personal Banker Supervisor and Financial Consultant @ Cal Fed Investments
Todd Barney Education
- UC Santa Barbara
BA (History)
1994-1999 - De La Salle High School 1990-1994
Todd Barney Skills
- Project Management
- Financial Advisory
- Account Management
- Customer Relationship Management (CRM)
- Social Media
- Teamwork
- Time Management
- Team Management
- Retirement Solutions
- Presentations
- Presentation Skills
- Negotiation
- Interpersonal Skills
- Consultative Selling
- Client Relations
- Investments
- Wealth Management
- Business Development
- Communication
- Wealth Management Services
- Team Building
- Strategic Vision
- Marketing Strategy
- Campaigns
- Hosting Events
- Lead Qualification
- High Net Worth Individuals
- Analytical Skills
- Investment Strategies
- Mutual Funds
- Risk Management
- Asset Management
- Capital Markets
- Series 7
- Equities
- Portfolio Management
- Separately Managed Accounts
- Asset Allocation
- Fixed Income
- Relationship Management
- Etfs
Todd Barney Summary
- Todd Barney, based in Burlingame, CA, US, is currently a Partner and President Wealth Management at Potentia Wealth. Todd Barney brings experience from previous roles at Potentia Wealth, Invesco US, OppenheimerFunds and Allianz Global Investors. Todd Barney holds a 1994 - 1999 BA in History @ UC Santa Barbara. With a robust skill set that includes Project Management, Financial Advisory, Account Management, Customer Relationship Management (CRM), Social Media and more. Todd Barney has 3 emails on RocketReach.
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Top Potentia Wealth Employees
Todd Barney
Partner and President Wealth Management
Burlingame, CA, US
Austin Hardy
Investment Administrator
San Jose, CA, US
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