Caroline Durand

Caroline Durand Email and Phone Number

Strategic Program Design Executive @ Sig Fig Wealth Management LLC
Tucson, AZ, US
Caroline Durand's Location
Tucson, Arizona, United States, United States
Caroline Durand's Contact Details

Caroline Durand work email

Caroline Durand personal email

About Caroline Durand

After spending 12+ years creating and managing Schwab's Advisor Network referral program I have joined Wikinvest/SigFig Wealth Management to build and launch our own friction free referral program for our Portfolio Tracker users.Our proprietary software and the most up-to-date visionary thinking will give our users great information and excellent referrals. Top notch advisory firms are being interviewed now.

Caroline Durand's Current Company Details
Sig Fig Wealth Management LLC

Sig Fig Wealth Management Llc

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Strategic Program Design Executive
Tucson, AZ, US
Website:
wikinvest.com
Employees:
5
Caroline Durand Work Experience Details
  • Sig Fig Wealth Management Llc
    Strategic Program Design Executive
    Sig Fig Wealth Management Llc
    Tucson, Az, Us
    View
  • Sig Fig Wealth Management Llc
    Investment Committee Member
    Sig Fig Wealth Management Llc Jul 2011 - Present
    San Francisco Ca
    Creating a network of outstanding Investment Advisory firms to participate in the SigFig Referral Program launch.Wikinvest Portfolio Platform will love this program!!
    View
  • Sig Fig Wealth Management Llc
    Strategic Program Design Executive
    Sig Fig Wealth Management Llc Jul 2011 - Present
    Phoeinx Arizona
  • Six Thousand Waves Spa
    Cfo - Financial Advisor
    Six Thousand Waves Spa Jan 2008 - Sep 2011
  • Charles Schwab
    Director Advisor Network Relations
    Charles Schwab 1996 - 2008
    Phoeniz Arizona
    View
  • Schwab Institutional
    Director
    Schwab Institutional 1996 - 2008

Caroline Durand Skills

Investments Wealth Management Portfolio Management Strategy Investment Advisory Equities Financial Advisory Finance Management Program Management Securities Financial Planning Series 7 Series 63 Asset Allocation Mutual Funds Hedge Funds

Frequently Asked Questions about Caroline Durand

What company does Caroline Durand work for?

Caroline Durand works for Sig Fig Wealth Management Llc

What is Caroline Durand's role at the current company?

Caroline Durand's current role is Strategic Program Design Executive.

What is Caroline Durand's email address?

Caroline Durand's email address is cd****@****hoo.com

What skills is Caroline Durand known for?

Caroline Durand has skills like Investments, Wealth Management, Portfolio Management, Strategy, Investment Advisory, Equities, Financial Advisory, Finance, Management, Program Management, Securities, Financial Planning.

Who are Caroline Durand's colleagues?

Caroline Durand's colleagues are Matt Harrison, Jason Young.

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