Melissa Aust
Client Advisor Associate at Whittier Trust Company
- Role
- Client Advisor Associate at Whittier Trust Company
- Location
- Huntington Beach, CA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Client Advisor Associate
Jun 2019 — Present · Newport Beach, CA, US
Skills
- Asset Management
- Bloomberg
- Portfolio Management
- Financial Analysis
- Retirement Planning
- Investments
- Wealth Management
- Securities
- Asset Allocation
- Banking
- Mutual Funds
- Fixed Income
- Equities
- Finance
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