For over eight years Riley Barr worked in different jobs. Recently, this person worked as a Director - Client Advisor in Freestone Capital Management developing required skills. This professional graduated from Santa Clara University where the professional got all the knowledge and skills. This person has all required skills and knowledge for his job, that's proven by the following certifications in Series 7, Series 66, and Certified Financial Planner (Cfp). You can find this professional in San Francisco, California, where he lives nowadays. SoftwareOfficial has all the personal info you need to be in touch with Riley Barr, such as Riley Barr's phone number or email. Send us the request to get more data.
Name variants:
Rylee Barr,
Ryleigh Barr,
Rylie Barr
Last updated Jun 15, 2024
Contact Information
Workplace
Director - Client Advisor
Seattle, WA
Industry
Investment Management, Investment Advisory Service, Investment Business
Colleagues
Work History
Director - Client Advisor
701 5Th Ave, Seattle, WA 98104
Our primary focus is to simplify the complexities created by wealth. As a fee-only Registered Investment Advisor (RIA), we operate as a fiduciary on behalf of our clients. Guided by the pers...
from May 2019
Vice President - Investment Advisor
5619 Scotts Valley Dr SUITE 140, Scotts Valley, CA 95066
Jan 2016 — May 2019
Relationship Manager - Private Wealth
5619 Scotts Valley Dr SUITE 140, Scotts Valley, CA 95066
Feb 2015 — Jan 2016
Summer Analyst
New York, NY
Global Wealth & Investment Management (GWIM) summer internship.
2010 — 2010
Education
Occupations
Executive
Director
Advisor
Lawyer
Fiduciary
Vice President
Operations Manager
Trust Law Attorney
Lawyer
Chief Executive
Skills
Investments
Portfolio Management
Series 7
Financial Analysis
Microsoft Office
Finance
Equities
Fixed Income
Wealth Management
Trading
Leadership
Options
FAQs about Riley Barr
What is the main profession of Riley Barr?
The expert is a Director - Client Advisor.
What are the profession of Riley Barr?
These person's professions are Executive and Director
Where is Riley Barr currently located?
Riley Barr is located in San Francisco, California.
Where did Riley Barr work?
Riley Barr worked at Freestone Capital Management, Scharf Investments, Llc.
Where has Riley Barr studied?
Riley studied at the Santa Clara University from 2019.
Are there any professional certifications Riley Barr has?
The professional received the following certifications: Series 7, Series 66, Certified Financial Planner (Cfp), License 5992701, Series 7 & Series 66, and Us Securities and Exchange Commission, License 5992701.
What is professional industry that Riley Barr is connected to?
This professional works in Investment Management industry.
Are there any professional skills Riley Barr has?
Riley has skills in the following areas: Investments, Portfolio Management, Series 7, Financial Analysis, Microsoft Office, Finance, Equities, Fixed Income, Wealth Management, Trading, and Leadership.