Leah K.

Associate Wealth Manager at Waypoint Wealth Partners
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
San Francisco Bay Area, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Chartered SRI Counselor
    College for Financial Planning
    Jun, 2022
    - Nov, 2024
  • Series 63
    FINRA
  • Series 7
    FINRA

Experience

  • Waypoint Wealth Partners
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Associate Wealth Manager
      • Aug 2021 - Present

  • Ameriprise Financial Services, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Wealth Management - Client Relationship Manager
      • Dec 2019 - Aug 2021

  • Neuberger Berman
    • United States
    • Financial Services
    • 700 & Above Employee
    • Wealth Management Associate
      • Apr 2017 - Dec 2019

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Wealth Management Associate
      • May 2016 - Apr 2017

  • Deutsche Bank
    • Germany
    • Financial Services
    • 700 & Above Employee
    • Wealth Management La Placa Casey Group
      • Oct 2014 - Jun 2016

    • Wealth Management
      • Oct 2013 - Jul 2015

  • Department of Social Protection
    • Ireland
    • Government Administration
    • 700 & Above Employee
    • Maternity Benefit - Temporary Contract
      • Apr 2012 - May 2013

Education

  • University College Dublin
    Economics
    2010 - 2013

Community

You need to have a working account to view this content. Click here to join now