Stuart Ashwood
Wealth Advisor
- Role
- Wealth Advisor at MAI Capital Management
- Location
- Danville, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Stuart Ashwood
Stuart is a Wealth Advisor for MAI CapitalSpecialties: Financial Analysis, International Finance, Financial Valuation, Client service and reporting
Experience
Wealth Advisor
Dec 2022 — Present · San Ramon, CA, US
Education
University of Louisville
Bachelor's Degree, Finance and Economics
2006 — 2007
Belmont University
BBA, finance
2007 — 2010
Belmont University
BBA, Finance
2007 — 2010
Skills
- Financial Services
- Microsoft Excel
- Wealth Management
- Leadership
- Marketing
- Retirement Planning
- Organization
- Accounting
- Social Media
- Strategic Financial Planning
- Financial Analysis
- Series 7
- Financial Risk
- Asset Management
- Management
- Trading
- Golf
- Asset Allocation
- Mutual Funds
- Interviews
- Financial Reporting
- Portfolio Management
- Start-Ups
- Research
- Cooking
- Valuation
- Finance
- Investments
- Coaching
- Time Management
- Entrepreneurship
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