Montano Dalla Gasperina from San Francisco, CA, age 38

Montano Gasperina Phones & Addresses

San Francisco, CA
Dallas, TX
Seattle, WA
2849 Gough St, San Francisco, CA 94123

Work

Company:

Wells fargo advisors - Bellevue, WA
Feb 2010
Position:

Pf financial advisor

Education

School / High School:

Seattle University- Seattle, WA
2008

Skills

Investments • Series 7 • Mutual Funds • Asset Allocation • Asset Management • Equities • Series 63 • Investment Strategies • Alternative Investments • Wealth Management • Portfolio Management • Fixed Income • Financial Services • Financial Analysis • Securities • Investment Management • Financial Modeling • Bloomberg • Finance • Hedge Funds

Industries

Financial Services

Resumes

Founding Partner And Chief Development Officer

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Location:

San Francisco, CA

Industry:

Financial Services

Work:

Socialwyze
Founding Partner and Chief Development Officer
S&P Global Market Intelligence Sep 2017 - Jun 2019
Director
Natixis Investment Managers Feb 2013 - Oct 2016
Investment Consultant
Wells Fargo Advisors 2010 - 2012
Pf Financial Advisor

Education:

University of San Francisco 2015 - 2017
Master of Business Administration, Masters, Finance Seattle University 2004 - 2008
Bachelors, Economics, Finance

Skills:

Investments
Series 7
Mutual Funds
Asset Allocation
Asset Management
Equities
Series 63
Investment Strategies
Alternative Investments
Wealth Management
Portfolio Management
Fixed Income
Financial Services
Financial Analysis
Securities
Investment Management
Financial Modeling
Bloomberg
Finance
Hedge Funds

Montano Gasperina San Francisco, CA

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Work:

Wells Fargo Advisors
Bellevue, WA
Feb 2010 to Aug 2012
PF Financial Advisor Young's ColumbiaSeattle, Wa

Jul 2008 to Mar 2010
Sales Representative Smith Barney
Seattle, WA
Aug 2005 to Apr 2007
Intern