Lowell Gibbs
Client Relationship Executive - PwC Private at PricewaterhouseCoopers LLC
- Role
- Client Relationship Executive - Pwc Private at PwC
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Lowell Gibbs
PwC Private provides customized audit, tax and advisory services to privately held…
Experience
Client Relationship Executive - Pwc Private
Apr 2018 — Present · San Francisco, CA, US
Skills
- Valuation
- Microsoft Office
- Sales
- Customer Service
- Insurance
- Equities
- Venture Capital
- Securities
- Investments
- Investment Management
- Customer Relationship Management (Crm)
- Alternative Investments
- Private Equity
- Portfolio Management
- Mergers
- Microsoft Powerpoint
- Strategic Planning
- Asset Management
- Business Development
- Wealth Preservation Planning
- Wealth Management
- Management
- Financial Advisory
- Finance
- Financial Analysis
- Intergenerational Wealth Transfer
- Financial Modeling
- Business Strategy
- Mergers & Acquisitions
- Corporate Finance
- Asset Allocation
- Mutual Funds
- Economics
- Succession Planning
- Multi-Generational Wealth Transfer
- Investment Banking
- Hedge Funds
- High Net Worth Individuals
- Separate Accounts
- Leadership
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