Since 2016, Christie Whitney has been working in Rebalance Ira situated 1104, 1104. This expert is a proficient Vice President, Investment Advice with over 17 years of work experience. According to Christie's resume and work profile, this person has worked at more than eight places with numerous backgrounds and got various skills. Christie attended school at the University of California, Berkeley from 2005 to 2009. This expert has professional certification as Certified Financial Planner Tm and this professional has studied English. Christie can be found in Folsom, California – where the professional is currently located. You can search for Christie Whitney's e-mail and phone. We can also provide you with additional contact information upon request.
Name variants:
Christine Whitney
Last updated Jul 07, 2024
Contact Information
Last Update
Jul 5, 2022
Email
cw**@rebalance360.com, ch**@gmail.com
Location
Folsom, CA
Company
Workplace
Colleagues
Work History
Vice President, Investment Advice
Palo Alto, CA
OUR PROMISERebalance IRA manages your retirement investments with some of the lowest fees in the industry. We can save you on average 45% to 72% in annual fees. And when it comes to saving f...
Jul 2016 — Feb 2019
Manager, Associate Wealth Advisor
5375 Kietzke Ln, Reno, NV 89511
Client relationship management and new business development. 9/08
8/10. Financial Planning 8/10
7/14
Sep 2008 — Jul 2014
Client Service Manager
580 California St SUITE 1900, San Francisco, CA 94104
Feb 2004 — Aug 2008
Client Service Manager
580 California St SUITE 1900, San Francisco, CA 94104
Education
2005 — 2009
1995 — 1999
1992 — 1995
Occupations
Executive
Director
Vice President
Health Specialist
Certified Nurse Aide
Accountant
Finance and Accounting Specialist
Manager
Supporting Member
Advisor
Operations Manager
Chief Executive
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
Team Member
Skills
Wealth Management
Retirement Planning
Strategic Financial Planning
Asset Management
Alternative Investments
Estate Planning
Portfolio Management
Investment Management
Investment Advisory
Asset Allocation
Wealth
Financial Planning
Succession Planning
Risk Management
Financial Services
Strategy
Asset Protection
FAQs about Christie Whitney
What is the main profession of Christie Whitney?
The expert is a Vice President, Investment Advice.
What jobs is Christie proficient at at?
The expert is a professional Executive and Director jobs.
Where does Christie Whitney currently live?
Christie currently lives in Folsom, California.
What is Christie Whitney's email?
The professional's email is cw**@rebalance360.com and ch**@gmail.com.
How many companies did Christie Whitney work at?
Christie Whitney worked at eight jobs.
Where has Christie Whitney studied?
Christie studied at the University of California, Berkeley from 2005 to 2009.
Are there any certifications Christie Whitney has?
Christie received the following certifications: Certified Financial Planner Tm.
What languages does Christie Whitney speak?
Christie Whitney speaks English.