Walter Rizo
Analyst-Equity presso Mission Wealth Management LP
Profilo
Mr. Walter Rizo is a Senior Investment Associate at Mission Wealth Management LP.
He has been in the financial services industry since 2015.
Prior to Mission Wealth, he spent a combined 7 years at Charles Schwab and Merrill Lynch where he gained extensive wealth management experience including portfolio management, trading, and wealth planning.
He has a BBA in Finance and Economics from Loyola University, New Orleans.
Posizioni attive di Walter Rizo
| Società | Posizione | Inizio |
|---|---|---|
Mission Wealth Management LP
 Mission Wealth Management LP Investment ManagersFinance Mission Wealth Management LP (MWM) is a SEC-registered investment advisor headquartered in Santa Barbara, California. The firm was founded in 2000 by Seth Streeter and Brad Stark. MWM provides investment advice to affluent individuals/families, pension/profit sharing plans, trusts, estates, and charitable organizations. | Analyst-Equity | - |
Formazione di Walter Rizo
| Loyola University New Orleans | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Mission Wealth Management LP
Mission Wealth Management LP Investment ManagersFinance Mission Wealth Management LP (MWM) is a SEC-registered investment advisor headquartered in Santa Barbara, California. The firm was founded in 2000 by Seth Streeter and Brad Stark. MWM provides investment advice to affluent individuals/families, pension/profit sharing plans, trusts, estates, and charitable organizations. | Finance |
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