Since 2018, Wale Kajopaiye has been working in Savant Investment Group based 1176, 1176. Wale Kajopaiye is a proficient Director of Retirement Plan Services with over eight years of work experience. According to Wale's CV and work profile, this person has worked at more than seven companies with numerous backgrounds and gained different skills. Wale attended school at the University of California, Riverside from 2004 to 2009. This professional has professional certification in Accredited Asset Management Specialist℠ Or Aams® Professional Designation and Series 65. Wale can be found in San Francisco, California – where this expert currently lives. You can search for the professional's email address and phone number. We can also provide you with exhaustive contact information upon request.
Name variants:
Wale Kajopaiye
Last updated May 25, 2024
Contact Information
Last Update
Jun 30, 2022
Email
wa**@gmail.com, wa**@gmail.com
Location
San Francisco, CA
Company
Workplace
Director of Retirement Plan Services
San Francisco, CA
Industry
Financial Services, Investment Advisory Service
Colleagues
Work History
Director of Retirement Plan Services
555 12Th St SUITE 925, Oakland, CA 94607
We are a fee-only RIA who has been serving the Bay Area for over 25 years. Along with our private wealth division, we help companies with 401k's, and non-profits with 403b’s, endowments and ...
from Dec 2018
Industry Workflow Analyst
600 Harrison St Suite #120, San Francisco, CA
Nov 2017 — Aug 2018
Sales Consultant
875 Stevenson St, San Francisco, CA 94103
NerdWallet gives consumers and small businesses clarity around all of life's financial decisions. When it comes to credit cards, bank accounts, mortgages, insurance, loans or expenses like h...
Jan 2017 — Jul 2017
Associate Wealth Management Advisor
730 3Rd Ave, New York, NY 10017
Reponsible for managing Book of over 200 Client Relationships with assets totaling over $225 Million
14 Million in exteranal asset growth in 2015
18.7 Million in total sales in 2015
Rank...
May 1, 2014 — Jul 2016
Financial Solutions Advisor and Assistant Vice President
Leveraged financial knowledge to determine prudent and appropriate investment/banking strategy to meet client's needs
Q1 2014: 200% to goal in funded investment accounts, 146% to goal in i...
Aug 2011 — May 2014
Account Executive
8515 east Orchard Rd, Greenwood Village, CO 80111
Assisted in helping service $10 Billion deferred compensation plan for nearly 5,000 San Francisco City and County employees
Educated employees on various subjects such as asset allocation,...
Nov 2010 — Aug 2011
Financial Advisor
6300 Lamar Ave, Mission, KS 66202
Analyzed current financial situation of prospective clients and provided solutions to help clients reach financial goals
Analyzed clients current cash flow, retirement plans, estate plans,...
Oct 2009 — Oct 2010
Education
2004 — 2009
Occupations
Executive
Director
Lawyer
Fiduciary
Speaker
Health Specialist
Certified Nurse Aide
Analyst
Operations Manager
Trust Law Attorney
Lawyer
Spokesperson
Representative
Nurse
Nurse Practitioner
Analysts
Skills
Pensions
Investments
Budgets
Banking
Retirement Planning
Investment Strategies
Mutual Funds
Asset Allocation
Strategic Financial Planning
Retirement
Fixed Annuities
Series 7
Data Analysis
Securities
Portfolio Management
Asset Managment
Risk Management
Iras
Investment Management
Financial Advisory
401K
Series 65
Cash Management
Etfs
Variable Annuities
401K Rollovers
Equities
Fixed Income
Financial Analysis
Bonds
Wealth Management
Relationship Management
Trading
Insurance
Financial Services
Finance
Investment Advisory
Asset Management
Financial Planning
Customer Service
Strategy
FAQs about Wale Kajopaiye
What is the main profession of Wale Kajopaiye?
Wale Kajopaiye is a Director of Retirement Plan Services.
What jobs is Wale Kajopaiye proficient at at?
Wale Kajopaiye is a professional such jobs as Executive and Director.
Where is Wale Kajopaiye currently located?
The expert is currently located in San Francisco, California.
Does Wale have the email address?
wa**@gmail.com and wa**@gmail.com is Wale's email address.
How many companies did Wale Kajopaiye work at?
Wale Kajopaiye worked at seven jobs.
What education does Wale Kajopaiye have?
Wale studied at the University of California, Riverside from 2004 to 2009.
Are there any professional certifications Wale Kajopaiye has?
The professional received the following certifications: Accredited Asset Management Specialist℠ Or Aams® Professional Designation, Series 65, Accredited Investment Fiduciary (Aif®), Series 7, and Series 66.
What is the industry that Wale Kajopaiye worked in?
Wale Kajopaiye works in Investment Management industry.