Joanna C Aiken

age ~53

from Lafayette, CA

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Also known as:

Joanna Christin Cryan
Joanna C Cryan
Joann A Aiken
Ann S Liu
Ann S Chen

Phone and address:: 485 Helen Ave, Lafayette, CA 94549
(310)3848902

Connected to:

Joanna Aiken Phones & Addresses

485 Helen Ave, Lafayette, CA 94549 • (310)3848902
Oakland, CA
San Francisco, CA
Modesto, CA
San Luis Obispo, CA
Moraga, CA
Alameda, CA
426 Castello Rd, Lafayette, CA 94549 • (510)4824490

Work

Company:

Enso wealth management
Feb 2017 to Apr 2018
Position:

Director of financial services

Education

Degree:

Bachelors, Bachelor of Arts
School / High School:

California Polytechnic State University - San Luis Obispo
1989 to 1994
Specialities:

History

Skills

Equities • Finance • Due Diligence • Series 7 • Financial Analysis • Investments • Securities • Asset Allocation • Series 63 • Equity Trading • Reit Trading • Preferred Stock Trading • Master Limited Partnership Trading • Electronic Trading • Spread Trading • Distribution of Timely Market Information • Client Relations Skills • Client Service Oriented • Collaborative Problem Solving • Strategic Communications • Market Analysis • Analysis of Property • Asset Allocation Strategies • Asset Protection Strategies • Estate and Legacy Strategies • Portfolio Review • Portfolio Strategies • Wealth Management

Interests

Cooking • Community Service • Real Estate • Reading • Hiking

Industries

Financial Services

Resumes

Principal

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Location:

485 Helen Ave, Lafayette, CA 94549

Industry:

Financial Services

Work:

Enso Wealth Management Feb 2017 - Apr 2018
Director of Financial Services
Enso Wealth Management Feb 2017 - Apr 2018
Principal
Edward Jones Aug 2014 - Feb 2017
Financial Advisor
Citi May 2001 - Aug 2013
Sales and Trading Associate
Ubs Jan 1996 - May 2001
Registered Sales Associate

Education:

California Polytechnic State University - San Luis Obispo 1989 - 1994
Bachelors, Bachelor of Arts, History

Skills:

Equities
Finance
Due Diligence
Series 7
Financial Analysis
Investments
Securities
Asset Allocation
Series 63
Equity Trading
Reit Trading
Preferred Stock Trading
Master Limited Partnership Trading
Electronic Trading
Spread Trading
Distribution of Timely Market Information
Client Relations Skills
Client Service Oriented
Collaborative Problem Solving
Strategic Communications
Market Analysis
Analysis of Property
Asset Allocation Strategies
Asset Protection Strategies
Estate and Legacy Strategies
Portfolio Review
Portfolio Strategies
Wealth Management

Interests:

Cooking
Community Service
Real Estate
Reading
Hiking