2008 -2016 Senior Vice President - Wealth Management @
2008 -2016 Senior Portfolio Manager and Wealth Advisor @
2008 -2014 Sr. VP - Wealth Management @
1996 -2008 Senior Vice President - Investments @ The Harvest Group of Wachovia Securities
Todd Ingwersen Education
University of South Carolina
Bachelor's Degree (Marketing)
1991-1995
Wharton Executive Education
Todd Ingwersen Skills
Wealth Management
Investments
Asset Allocation
Financial Services
Portfolio Management
Investment Strategies
Financial Planning
Wealth
Series 7
Finance
Certified Investment Management Analyst
R
Harvest
Strategy
Todd Ingwersen Summary
Todd Ingwersen, based in Wellesley, MA, US, is currently a Founder - Chief Investment Officer at Savior Wealth. Todd Ingwersen brings experience from previous roles at Savior Wealth, Malipo AI, The Harvest Group, Wealth Management, LLC and The Harvest Group of UBS Financial Services. Todd Ingwersen holds a 1991 - 1995 Bachelor's Degree in Marketing @ University of South Carolina. With a robust skill set that includes Wealth Management, Investments, Asset Allocation, Financial Services, Portfolio Management and more. Todd Ingwersen has 4 emails on RocketReach.
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