Todd McFarland
Rvp - New Client Development @Wealth Enhancement
San Francisco, CA, US
EMAILS
t••••••••@wealthenhancement.com
MOBILE NUMBERS
+19•••••••92
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WORK HISTORY
Jul 2023 — Present
Rvp - New Client Development @Wealth Enhancement
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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 BrokerageSeries 65Wealth ManagementFinanceInvestment ManagementElectronic TradingHedge FundsHedgingInvestment StrategiesAlternative InvestmentsTradingInvestmentsEquitiesMarketingFund of FundsAsset ManagementSecuritiesCapital Markets
ABOUT TODD MCFARLAND
I am a seasoned Advisor & business development executive with over 25 years of experience…
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