Steven Gasparini
Senior Vice President - Wealth Management Services at Destination Wealth Management
- Role
- Senior Vice President - Wealth Management Services at Destination Wealth Management
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Steven Gasparini
Duke Economics. CFA Charterholder. CFP.
Experience
Senior Vice President - Wealth Management Services
Aug 2024 — Present · San Francisco, CA, US
Education
Duke University
Bachelor of Science (BS), Economics
2011 — 2014
Clemson University
Bachelor’s Degree, Economics
2010 — 2011
Skills
- Global Economics
- Financial Advisory
- Finra
- Mathematics
- Financial Analysis
- Client Services
- French
- Market Research
- Economic Research
- Finra Regulations
- Public Speaking
- Analysis
- Teamwork
- Sec Regulations
- Business Development
- Marketing Strategy
- Tax Preparation
- Web Design
- Stata
- Social Media Marketing
- Networking
- Microsoft Excel
- Microsoft Word
- Economics
- Research
- Administrative Assistance
- Social Media Advertising
- Rias
- Client Development
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