Todd Wilson Email & Phone Number
Founder and CEO @ Portola Creek Capital, LLC
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Todd Wilson Location
- California, United States
Todd Wilson Work
- 2017 -now Founder and CEO @
- 2016 -2017 President and COO @
- 2016 -2016 Vice President, Wealth Manager @
- 2008 -2016 Portfolio Manager @ Atherton Lane Advisers, LLC
- 1998 -2008 Financial Consultant @
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
- Structured Finance
- Financial Reporting
- Hedging
- Loan Origination
- Disposition
- Leases
- Financial Accounting
- Microsoft Excel
- Data Analysis
- International Business
- Bloomberg Terminal
- Structured Products
- IPO
- Acquisition Integration
- Commodity
- Budgets
- New Business Development
- Business Valuation
- Restructuring
- Corporate Real Estate
- Managed Futures
- Executive Management
- Fund Of Funds
- Leadership
- M&A experience
- Pricing
- Market Analysis
- Investment Properties
- Management
- Forecasting
- Auditing
- Swaps
- Competitive Analysis
- Tax
- Financial Planning
- Asset Management
- Business Development
- Finance
- Investor Relations
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 4 mobile phone numbers on RocketReach.
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