Troy Pugh Email & Phone Number
Owner @ Waypoint Wealth Management
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Troy Pugh Location
- Ephrata, WA, US
Troy Pugh Work
- 2005 -now Owner @
- 2007 -now Trustee @
- 2002 -2005 Investment Representative @
- 2000 -2002 Business Analyst @
- 1996 -2000 Business Analyst @ Enrich International
Troy Pugh Education
- Boston University
Certificate in Financial Planning (Insurance, Risk, Investment, Tax, Retirement, Estate, Employee Benefits, and Financial Planning)
2007-2009 - Utah State University
MBA (Management)
1999-2000 - Brigham Young University
BS (Marketing)
1995-1996 - Brigham Young University - Idaho
Associates (Business)
1990-1994
Troy Pugh Skills
- Strategic Financial
- Estate Planning
- Financial Advisory
- Investments
- Financial Analysis
- Customer Service
- Retirement Planning
- Strategic Financial Planning
- Investment Management
- Wealth Management
- Microsoft Excel
- Analysis
- Marketing
- Investment Advisory
- Mutual Funds
- Financial Modeling
- Asset Allocation
- Finance
- Financial Strategies
- Asset Protection Strategies
- Strategic Planning
Troy Pugh Summary
- Troy Pugh, based in Ephrata, WA, US, is currently a Owner at Waypoint Wealth Management. Troy Pugh brings experience from previous roles at The Waypoint Foundation, Edward Jones, Unicity International and Enrich International. Troy Pugh holds a 2007 - 2009 Certificate in Financial Planning in Insurance, Risk, Investment, Tax, Retirement, Estate, Employee Benefits, and Financial Planning @ Boston University. With a robust skill set that includes Strategic Financial, Estate Planning, Financial Advisory, Investments, Financial Analysis and more. Troy Pugh has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Waypoint Wealth Management Employees
Troy Pugh
Owner
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