Quentin Anderson

Investment Specialist & Retirement Plan Specialist at Appreciation Financial/Encompass More Group

Role
Investment Consultant at Appreciation Financial
Location
Orange County, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Quentin Anderson

Throughout my career as a Director - Sales Manager, Director of Business Development and…

Experience

  1. Investment Consultant

    Appreciation Financial

    Oct 2020 — Present · Orange County, CA, US

Education

  • California State University, Long Beach

    MBA

    1989 — 1991

  • The Wharton School

    CIMA

    2006 — 2007

  • Texas Tech University

    Finance/Political Science

    1981 — 1985

  • The University of Alabama

    BS/BA, Finance/Political Science

    1985 — 1987

Skills

  • Investment Strategies
  • Alternative Investments
  • Separately Managed Accounts
  • Private Equity
  • Series 65
  • Series 63
  • Financial Advisory
  • Investment Advisory
  • Series 7
  • Investments
  • Investment Management
  • Strategy
  • Talent Management
  • Securities
  • Asset Allocation
  • Mutual Funds

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