Whitney Willis Email & Phone Number
Co-Founder | Financial Consultant @ Sea to Summit Wealth Management
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Whitney Willis Location
- Los Angeles, CA, US
Whitney Willis Work
- 2019 -now Co-Founder | Financial Consultant @
- 2018 -now Financial Consultant @
- 2013 -2017 Financial Planning Analyst @
- 2011 -2013 Assistant Vice President, Alternative Investment Sales @
- 2009 -2011 Alternative Investments Product Specialist- LATAM @
- 2008 -2008 Client Operations Associate @
- 2007 -2007 Intern @
Whitney Willis Education
- University of Oregon
Bachelor of Science (B.S.)
2004-2008 - Mayfield Senior School 2000-2004
Whitney Willis Skills
- Alternative Investments
- Private Equity
- Asset Allocation
- Series 7
- Retirement Planning
- Hedge Funds
- Financial Planning
Whitney Willis Summary
- Whitney Willis, based in Los Angeles, CA, US, is currently a Co-Founder | Financial Consultant at Sea to Summit Wealth Management. Whitney Willis brings experience from previous roles at Cetera Advisor Networks LLC and Bank of America Merrill Lynch. Whitney Willis holds a 2004 - 2008 Bachelor of Science (B.S.) @ University of Oregon. With a robust skill set that includes Alternative Investments, Private Equity, Asset Allocation, Series 7, Retirement Planning and more. Whitney Willis has 2 emails and 1 mobile phone numbers on RocketReach.
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