Curt Mcleod

Curt Mcleod Email and Phone Number

Managing Director, Senior Portfolio Manager Private Wealth Management @ Wells Fargo
san francisco, california, united states
Curt Mcleod's Location
United States, United States
Curt Mcleod's Contact Details
About Curt Mcleod

Curt Mcleod is a Managing Director, Senior Portfolio Manager Private Wealth Management at Wells Fargo. He possess expertise in portfolio management, equity valuation, equities, equity research, investment management and 8 more skills.

Curt Mcleod's Current Company Details
Wells Fargo

Wells Fargo

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Managing Director, Senior Portfolio Manager Private Wealth Management
san francisco, california, united states
Website:
wellsfargo.com
Employees:
246787
Curt Mcleod Work Experience Details
  • Wells Fargo
    Managing Director, Senior Portfolio Manager Private Wealth Management
    Wells Fargo Jun 2015 - Present
    Senior Portfolio Manager, Private Wealth Management. Responsible for directing investment strategies and providing Ultra High Net Worth/Family Office clients with strategic long-term investment guidance through a comprehensive and objective planning process.
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Curt Mcleod Skills

Portfolio Management Equity Valuation Equities Equity Research Investment Management Asset Management Capital Markets Asset Allocation Investment Strategies Financial Analysis Investments Series 7 Wealth Management

Frequently Asked Questions about Curt Mcleod

What company does Curt Mcleod work for?

Curt Mcleod works for Wells Fargo

What is Curt Mcleod's role at the current company?

Curt Mcleod's current role is Managing Director, Senior Portfolio Manager Private Wealth Management.

What is Curt Mcleod's email address?

Curt Mcleod's email address is cu****@****ing.com

What is Curt Mcleod's direct phone number?

Curt Mcleod's direct phone number is +161266*****

What are some of Curt Mcleod's interests?

Curt Mcleod has interest in Education.

What skills is Curt Mcleod known for?

Curt Mcleod has skills like Portfolio Management, Equity Valuation, Equities, Equity Research, Investment Management, Asset Management, Capital Markets, Asset Allocation, Investment Strategies, Financial Analysis, Investments, Series 7.

Who are Curt Mcleod's colleagues?

Curt Mcleod's colleagues are Harshitha C, Steve Zwaschka, Joann Steward, Camilla Simmons, Shiva Kumar, Yolanda Price, Anitha Venkatesh.

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