Todd Wilson Email & Phone Number

Founder and CEO @ Portola Creek Capital, LLC

5 free lookup(s).

Todd Wilson Location

California, United States

Todd Wilson Work

2017 - now Founder and CEO @ Portola Creek Capital, LLC
2016 - 2017 President and COO @ Grow Invest
2016 - 2016 Vice President, Wealth Manager @ BNY Wealth
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2008 - 2016 Portfolio Manager @ Atherton Lane Advisers, LLC
1998 - 2008 Financial Consultant @ Merrill Lynch
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Todd Wilson Education

University of California, Berkeley
B.A. (Economics)

Todd Wilson Skills

Investments
Strategic Financial Planning
Portfolio Management

Economics
Decision Analysis
Employee Stock Options
Asset Allocation
Negotiation
Sales
Small Business

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Todd Wilson Summary

Todd Wilson, based in California, United States, is currently a Founder and CEO at Portola Creek Capital, LLC. Todd Wilson brings experience from previous roles at Grow Invest, BNY Mellon Wealth Management, Atherton Lane Advisers, LLC and Merrill Lynch. Todd Wilson holds a B.A. in Economics @ University of California, Berkeley. With a robust skill set that includes Investments, Strategic Financial Planning, Portfolio Management, Economics, Decision Analysis and more. Todd Wilson has 3 emails and 1 mobile phone numbers on RocketReach.

Todd Wilson Emails

Found 3 emails

Todd Wilson Phone Numbers

Found 6 phone numbers

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Todd Wilson

President, Fiber Network Design and Implementation at JSI

McKinney, TX, US
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