Rachael L. Selfridge
Plus aucun poste en cours
Profil
Ms. Selfridge earned a B.S., summa cum laude, in Finance from Golden Gate University, where she was also named Outstanding Finance Graduate.
She holds the CERTIFIED FINANCIAL PLANNERä designation and is currently a Level I candidate in the Chartered Financial Analyst (CFA) program.
Her prior financial planning and investment experience include working with complex trust and estate issues as well as portfolio management at Wells Fargo Private Client Services.
In addition, she has a strong background in retirement plans, specifically those regulated by ERISA. She is a member of the Financial Planning Association (FPA) and is a volunteer for Hospice and Palliative Care of Contra Costa.
Anciens postes connus de Rachael L. Selfridge
| Sociétés | Poste | Fin |
|---|---|---|
Bingham, Osborn & Scarborough LLC
 Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | Gestionnaire de Portefeuille-Actions | 30/09/2007 |
| Wells Fargo Private Investment Advisors LLC | Corporate Officer/Principal | - |
Formation de Rachael L. Selfridge
| Golden Gate University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | Finance |
| Wells Fargo Private Investment Advisors LLC | Finance |
