SkyOak

SkyOak

Financial Services United States 10 employees
Employees
10
Contacts
3
Emails
3
Phones
2

SkyOak Overview

Headquarters
United States
Phone Number
Available in AeroLeads
Website
skyoak.com
Industry
Financial Services
Employees
10
Founded
2010
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About SkyOak

SkyOak is a team of independent fiduciary financial advisors serving the Las Vegas, San Francisco Bay Area, Scottsdale, AZ, and the Pacific Northwest. We are CFPs (Certified Financial Planner), MBAs (Masters of Business Administration), and Fiduciaries. Further, SkyOak is an RIA (Registered Investment Advisor). Being independent also allows us to find an investment that is best for the client.

SkyOak Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
2
50.0% coverage

SkyOak Org Chart

Sample employees and titles
Name Title Contact
Beth Boyd Chief Operating Officer at Skyoak
Email
Derek Davis Raamps / Portfoliocoach
Email Phone
Jason Stuhmer Director of Corporate Services
View
Jennifer Davis Offering Business Owners an Innovative
Email Phone

Employees by Management Level

Individual contributor 5 profiles
Executive 1 profile
Director 1 profile
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 3 3 2
General 1 1 1
Executive 1 1 0

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