Bob Ward
VP Investments Wedbush Securities - Custom Client Strategies - Business Succession Consulting
- Role
- Vice President Investments at Wedbush
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Bob Ward
Small Business Succession - From introductory conversation to closing, I facilitate the…
Experience
Vice President Investments
Sep 2006 — Present · Seattle, WA, US
Financial Advisor - managing personalized wealth strategies with a risk-adjusted portfolio discipline
Skills
- Technical Analysis
- 401k
- Investments
- Financial Services
- Strategic Planning
- Customer Service
- Management
- Team Building
- Investment Strategies
- Small Business
- Business Development
- Simple Ira
- Bonds
- Securities
- Public Speaking
- Deferred Compensation
- Series 65
- Series 7
- Portfolio Management
- Disability Insurance
- Customer Satisfaction
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.