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Gillian Vapnek, Cfa
Head of Wealth Strategies at enTrust Wealth Advisors
Chartered Financial Analyst delivering wealth management and portfolio management expertise.
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Location
San Diego, California, United States, US
Skills
- Chartered Financial Analyst
- Wealth Management
- Portfolio Management
- Investment Research
- Personal Financial Planning
- Show all
Bio
Generated by
Topline AI
Gillian Vapnek is a seasoned Chartered Financial Analyst with 6 years of experience in wealth management and portfolio management. She has expertise in investment research, personal financial planning, and alternative investments. Gillian holds a BS in Accounting from Binghamton University and is a certified Chartered Financial Analyst (CFA).
Credentials
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Chartered Financial Analyst (CFA)
CFA Institute
Experience
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enTrust Wealth Advisors
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Greater San Diego Area
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Head of Wealth Strategies
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2018 - Present
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Greater San Diego Area
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DiversyFund, Inc.
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Greater San Diego Area
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Director of Investor Relations
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2017 - 2018
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Greater San Diego Area
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Gupta Wealth Management (formerly the Gupta Group of UBS)
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Greater San Diego Area
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Senior Research Analyst
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2013 - 2016
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Greater San Diego Area
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Wells Fargo Advisors, LLC
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Greater San Diego Area
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Client Associate
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2011 - 2013
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Greater San Diego Area
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Education
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Binghamton University - School of Management
BS, Accounting
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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