Mike Barry, Cima®

Mike Barry, Cima® Email and Phone Number

Managing Partner at Quorum Private Wealth @ Quorum Private Wealth
Mike Barry, Cima®'s Location
Danville, California, United States, United States
About Mike Barry, Cima®

Mike Barry, Cima® is a Managing Partner at Quorum Private Wealth at Quorum Private Wealth. They is proficient in English.

Mike Barry, Cima®'s Current Company Details
Quorum Private Wealth

Quorum Private Wealth

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Managing Partner at Quorum Private Wealth
Mike Barry, Cima® Work Experience Details
  • Quorum Private Wealth
    Managing Partner
    Quorum Private Wealth Apr 2021 - Present
    Walnut Creek, California, United States
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  • Merrill Lynch Wealth Management
    Wealth Management Advisor, Senior Vice President
    Merrill Lynch Wealth Management Jun 1989 - Apr 2021
    Lead partner alongside a team of 8 professionals, all of whom have knowledge and experience from complimentary industries.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management consultants.*C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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Mike Barry, Cima® Education Details

Frequently Asked Questions about Mike Barry, Cima®

What company does Mike Barry, Cima® work for?

Mike Barry, Cima® works for Quorum Private Wealth

What is Mike Barry, Cima®'s role at the current company?

Mike Barry, Cima®'s current role is Managing Partner at Quorum Private Wealth.

What schools did Mike Barry, Cima® attend?

Mike Barry, Cima® attended The Wharton School, University Of California At Santa Barbara, Uc Santa Barbara.

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