Todd Ingwersen resumes & CV records
Resumes
Managing Partner, Senior Wealth
Location:
Wellesley Hills, MA
Industry:
Financial Services
Work:
The Harvest Group, Wealth Management, Llc
Managing Partner, Senior Wealth Management Advisor, Chief Investment Strategist Ubs Dec 2008 - Sep 2016
Senior Portfolio Manager and Wealth Advisor The Harvest Group of Wachovia Securities Sep 1996 - Dec 2008
Senior Vice President - Investments Sep 1996 - Dec 2008
Managing Partner, Senior Wealth
Managing Partner, Senior Wealth Management Advisor, Chief Investment Strategist Ubs Dec 2008 - Sep 2016
Senior Portfolio Manager and Wealth Advisor The Harvest Group of Wachovia Securities Sep 1996 - Dec 2008
Senior Vice President - Investments Sep 1996 - Dec 2008
Managing Partner, Senior Wealth
Education:
University of South Carolina 1991 - 1995
Bachelors, Marketing
Bachelors, Marketing
Skills:
Wealth Management, Investments, Asset Allocation, Financial Services, Portfolio Management, Investment Strategies, Financial Planning, Wealth, Series 7, Finance
Interests:
Finance
Technologygolfing
Skiing and Travelling
Numbers
Technology Golfing
Technologygolfing
Skiing and Travelling
Numbers
Technology Golfing
Languages:
Spanish
Certifications:
Certified Financial Planner(Tm)
Certified Investment Management Analyst(Tm), Cima(R)
Ubs Financial Services Inc. Important Notices
Certified Investment Management Analyst(Tm), Cima(R)
Ubs Financial Services Inc. Important Notices
Senior Vice President
Location:
Boston, MA
Industry:
Financial Services
Work:
Wells Fargo
Senior Vice President
Senior Vice President
Education:
University of Connecticut 1992 - 1996
The University of Connecticut Health Center 1992 - 1995
Northeastern University
The University of Connecticut Health Center 1992 - 1995
Northeastern University