With work experience over nine years, Awma Chad Willardson is now working at City of Corona situated in 660 as a Elected City Treasurer. Awma received his education at the Harvard Business School Executive Education. This person is a proven expert, that is proven by qualifications : Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor. Awma Chad Willardson speaks fluently two languages: Lithuanian and English. Awma is located in Orange, California. To contact directly with Awma, you can search for their phone number or e-mail address or get further information by requesting access to their further details on this website.
Name variants:
Awma Willardson
Last updated Oct 10, 2024
Contact Information
Last Update
Jul 3, 2022
Email
ch**@pacificcapital.com, ch**@gmail.com
Location
Orange, CA
Company
Workplace
Colleagues
Work History
Elected City Treasurer
400 south Vicentia Ave, Corona, CA 92882
In 2016, I was elected as the City Treasurer for Corona and am responsible for managing the $325 million investment portfolio for our city. I appreciate the trust and confidence of all the v...
from Nov 2016
Senior Vice President-Investments
New York, NY
Before founding Pacific Capital, I spent nine years working for Merrill Lynch Wealth Management and ranked in the top 2% nationally. I reached the level of Senior Vice President and PIA Port...
May 2003 — Nov 2011
President, Founder of Pacific Capital
1881 California Ave, Corona, CA 92881
I don’t work for the big Wall Street banks (anymore) - I only work for you, our clients. I left the big brokerage world on 11/11/11 to start Pacific Capital as an independent and professiona...
from Nov 2011
Certified Professional
12707 High Bluff Dr, San Diego, CA 92130
As a fiduciary, my entire business is based on trust and integrity. I'm a certified member of the National Ethics Association, which helps consumers find business professionals who uphold th...
from May 2011
Investment Analyst Intern
505 Wakara Way, Salt Lake City, UT 84108
I worked directly with the Portfolio Manager of a $10 Billion mutual fund company, researching small and mid-size stocks and this experience ignited my passion for investing and financial pl...
Dec 2002 — Jan 2003
Occupations
Executive
Chairperson
Founder
Treasurer
Senior Vice President
Financial Broker
Portfolio Manager
Chief Executive
Founding Member
Financial Officer
Financial Manager
Vice President
Investment Analyst
Financial Analyst
Skills
Investments
Wealth Management
Leadership
Portfolio Management
Retirement Planning
Customer Service
Entrepreneurship
Strategic Financial Planning
Team Building
Public Speaking
Mutual Funds
Financial Planning
Management
Finance
Asset Management
Risk Management
Financial Services
Estate Planning
Strategic Planning
Financial Advisory
Sales
Negotiation
Securities
Wealth Management Services
Financial Analysis
FAQs about Awma Chad Willardson
What's the profession of Awma Chad Willardson?
This professional's job is President, Founder of Pacific Capital
What jobs is Awma Chad Willardson proficient at at?
Awma is proficient at Executive and Chairperson jobs.
Where does Awma Chad Willardson live?
Orange, California is the place where Awma Chad Willardson lives
Does the professional have the email address?
ch**@pacificcapital.com and ch**@gmail.com is The expert's email address.
How many companies did Awma Chad Willardson work at?
The professional worked at five jobs.
Where has Awma Chad Willardson studied?
Awma studied at the Harvard Business School Executive Education.
What are the certifications of Awma Chad Willardson?
Awma Chad Willardson received the following certifications: Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor.
What languages does Awma Chad Willardson speak?
Awma Chad Willardson speaks Lithuanian and English.