Marci Kerr
- Role
- Director, Wealth Advisor at Aprio
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Marci Kerr
Driven and charismatic self-starter. Keen ability to foster, develop and maintain…
Experience
Director, Wealth Advisor
Sep 2022 — Present
Skills
- Fixed Income
- Asset Management
- Capital Markets
- Equities
- Credit
- Investments
- Wealth
- Estate Planning
- Retirement
- Securities
- Relationship Management
- Risk Management
- Etfs
- Bloomberg
- Mutual Funds
- Series 65
- Strategic Financial Planning
- Financial Services
- Hedge Funds
- Insurance
- Asset Allocation
- Investment Strategies
- Valuation
- Retirement Planning
- Financial Modeling
- Alternative Investments
- 401k
- Finance
- Analysis
- Wealth Management
- Loans
- Banking
- Investment Advisory
- Retail Banking
- Investment Management
- Financial Analysis
- Trading
- Wealth Management Services
- High Net Worth Individuals
- Portfolio Management
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