Todd McFarland
RVP- New Client Development at Wealth Enhancement Group
- Role
- Rvp - New Client Development at Wealth Enhancement
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Todd McFarland
I am a seasoned Advisor & business development executive with over 25 years of experience…
Experience
Rvp - New Client Development
Jul 2023 — Present · CA, US
Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships.Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC
Skills
- Prime Brokerage
- Series 65
- Wealth Management
- Finance
- Investment Management
- Electronic Trading
- Hedge Funds
- Hedging
- Investment Strategies
- Alternative Investments
- Trading
- Investments
- Equities
- Marketing
- Fund of Funds
- Asset Management
- Securities
- Capital Markets
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