Andrea Wolcott

age ~51

from Healdsburg, CA

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Andrea Wolcott Phones & Addresses

Healdsburg, CA
Kelseyville, CA
Santa Rosa, CA
Petaluma, CA
Sonoma, CA
Cloverdale, CA
New York, NY
Napa, CA
Chautauqua, NY
Wilton, CT

Work

Company:

Wolcott financial solutions, inc.
Oct 2014
Position:

Certified financial planner and certified licensed professional fiduciary at wolcott financial solutions, inc

Education

School / High School:

California State University, Fullerton
2015 to 2015
Specialities:

Management

Skills

Investments • Portfolio Management • Series 7 • Asset Allocation • Certified Financial Planner • Hedge Funds • Retirement • Estate Planning • Securities • Financial Planning • Series 63 • Finance • Trading • Investment Management • Asset Management • Private Fiduciary • Studying For Certified Private Wealth Ad...

Languages

English

Interests

Cooking • Human Rights • Knitting and Traveling • Education • Baking • Photography • Poverty Alleviation • Swimming • Arts and Culture

Industries

Financial Services

Resumes

Certified Financial Planner And Certified Licensed Professional Fiduciary At Wolcott Financial Solutions, Inc

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Location:

324 Moonlight Cir, Cloverdale, CA 95425

Industry:

Financial Services

Work:

Wolcott Financial Solutions, Inc.
Certified Financial Planner and Certified Licensed Professional Fiduciary at Wolcott Financial Solutions, Inc
5T Wealth Management, Llc Dec 2013 - Aug 2014
Certified Financial Plannerâ
Gilder Gagnon Howe Oct 2006 - Nov 2012
Client Relationship Manager
Total Asset Planning Jan 2005 - Feb 2006
Financial Planner
Bear Stearns & Company Aug 1996 - Jan 2005
Salesperson

Education:

California State University, Fullerton 2015 - 2015
New York University 2000 - 2002
University of Colorado Boulder 1992 - 1996
Bachelors, Bachelor of Arts, Political Science Northfield Mount Hermon School 1990 - 1992

Skills:

Investments
Portfolio Management
Series 7
Asset Allocation
Certified Financial Planner
Hedge Funds
Retirement
Estate Planning
Securities
Financial Planning
Series 63
Finance
Trading
Investment Management
Asset Management
Private Fiduciary
Studying For Certified Private Wealth Adviser Qualification

Interests:

Cooking
Human Rights
Knitting and Traveling
Education
Baking
Photography
Poverty Alleviation
Swimming
Arts and Culture

Languages:

English