Todd Haney Location
- San Jose, CA, US
Todd Haney Work
- 2024 - now General Manager @
- 2021 - 2024 Design Consultant @
- 2020 - 2021 Handyman @ Haney's Handyman Service
- 2015 - 2020 Owner and General Manager @ Emperor Norton's Italian Restaurant
- 2012 - 2015 Financial Consultant @
- 2002 - 2012 Operations Manager @ Citibank
Todd Haney Education
- University of Phoenix
Bachelor's Degree (Business Management, Finance)
2006 - 2008
Todd Haney Skills
- Leadership
- Product Marketing
- Series 63
- Modern Portfolio Theory
- Fixed Annuities
- Indexed Annuities
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Variable Annuities
- Unified Managed Accounts
- Asset Allocation
- Strategy
- Tactical Asset Allocation
- Financial Services
- Life Insurance
- Mutual Funds
- Consolidation
- Diversification
- Separately Managed Accounts
- Training
- Product Management
- Disability Insurance
- College Funding Strategies
- Long Term Care Insurance
- Management
- ETFs
- Series 65
- Fixed Income Portfolio Management
- Series 7
Todd Haney Summary
- Todd Haney, based in San Jose, CA, US, is currently a General Manager at Tomato Thyme-Willow Glen. Todd Haney brings experience from previous roles at System Pavers, Haney's Handyman Service, Emperor Norton's Italian Restaurant and E*TRADE Financial. Todd Haney holds a 2006 - 2008 Bachelor's Degree in Business Management, Finance @ University of Phoenix. With a robust skill set that includes Leadership, Product Marketing, Series 63, Modern Portfolio Theory, Fixed Annuities and more. Todd Haney has 1 emails on RocketReach.
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