Rick Holbrook
President @Holbrook Global Strategies
San Mateo, CA, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Aug 2003 — Present
President @Holbrook Global Strategies
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Palo Alto, CA, US
I established Holbrook Global Strategies in August 2003 to help individuals and families with the wise management of their investment portfolios. I serve clients with both growth oriented and income producing objectives. I care deeply about my clients and work hard to help them enjoy success with their precious investment monies.
EDUCATION
1971 — 1977
Brigham Young University
Economics, Economics
1977 — 1979
Stanford University Graduate School of Business
MBA, Investments and economics
SKILLS
Corporate FinanceStrategyNegotiationSeries 7Investment StrategiesAlternative InvestmentsPrivate EquityInvestment ManagementBloombergStrategic PlanningAsset AllocationMutual FundsManagementEtfsStrategic Financial PlanningEquitiesWealth ManagementInvestment AdvisoryPortfolio ManagementAsset ManagementEntrepreneurshipFinanceInvestmentsSeries 63Financial PlanningRetirement PlanningAsset ManagmentHedge Funds
ABOUT RICK HOLBROOK
President at Holbrook Global Strategies
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