Edward CFP®’s Email & Phone

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Edward CFP®

Company Name Bank of the West @

Edward CFP® Contact Details

Location:
Newport Beach, California
Work:
Company Name Bank of the West @
National Director of Wealth Planning @ Union Bank
Senior Strategy Consultant @ Deloitte
Education:
BSBA @ California State University-Long Beach - College of Business Administration
About:

Regional Wealth Executive, Southern California and Southwest @ From July 2014 to Present (1 year 6 months)

MBA @ Loyola Marymount University, College of Business Administration From 1998 to 2000 BSBA @ California State University-Long Beach - College of Business Administration From 1989 to 1993 Graduate Studies @ Golden Gate University From 2006 to 2008

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