Todd Wilson's Location
California, United States
Todd Wilson's Work
- Founder & CEO @ Portola Creek Capital, LLC
- President & COO @ Grow Invest
- Vice President, Wealth Manager @ BNY Mellon Wealth Management
- Portfolio Manager @ Atherton Lane Advisers, LLC
- Financial Consultant @ Merrill Lynch
Todd Wilson's Education
- University of California, Berkeley
Todd Wilson's Skills
- Investments
- Strategic Financial Planning
- Portfolio Management
- Economics
- Decision Analysis
- Employee Stock Options
- Asset Allocation
- Negotiation
- Sales
- Small Business
Todd Wilson's Summary
Todd Wilson, based in California, United States, is currently a Founder & CEO at Portola Creek Capital, LLC, bringing experience from previous roles at Grow Invest, BNY Mellon Wealth Management, Atherton Lane Advisers, LLC and Merrill Lynch. Todd Wilson holds a University of California, Berkeley. With a robust skill set that includes Investments, Strategic Financial Planning, Portfolio Management, Economics, Decision Analysis and more, Todd Wilson contributes valuable insights to the industry. Todd Wilson has 4 emails and 1 mobile phone number on RocketReach.
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