Ben Littman
Founding Member, Corporate Development at Pure Financial Advisors, LLC | RIA Mergers & Acquisitions | Investment and Technology Innovation
- Role
- Founding Member, Corporate Development at Pure Financial Advisors, Llc
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Ben Littman
As a founding member of Pure Financial Advisors, instrumental in scaling the firm from…
Experience
Founding Member, Corporate Development
Mar 2024 — Present · San Diego, CA, US
Education
San Diego State University
BS, Financial Services
2003 — 2007
San Diego State University
MBA
2008 — 2010
San Diego State University
Personal Financial Planning Certificate
2005 — 2007
Skills
- Money Management
- Cash Flow
- Information Visualization
- Asset Management
- Pivot Tables
- Trading
- Asset Allocation
- Mutual Funds
- Microsoft Excel
- Analytics
- Retirement Planning
- Decision Support
- Integration
- Dashboards
- Wealth Management
- Vba
- Dashboard
- Cash Flow Management
- Force.com
- Excel
- Strategic Financial Planning
- Business Analysis
- Report Generation
- Product Innovation
- Portfolio Management
- Application Development
- Financial Planning
- Business Intelligence
- Saas
- Data Mining
- Time Management
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