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Todd Barney, Cima®, Cpwa®, Cfp®, Cepa® Email & Phone Number
Partner and President Wealth Management
at
Potentia Wealth
1 work email found
@invesco.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and President Wealth Management
Location
Burlingame, California, United States
Company size
Who is Todd Barney, Cima®, Cpwa®, Cfp®, Cepa®? Overview
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Quick answer
Todd Barney, Cima®, Cpwa®, Cfp®, Cepa® is listed as Partner and President Wealth Management at Potentia Wealth, a company with 9 employees, based in Burlingame, California, United States. AeroLeads shows a work email signal at invesco.com and a matched LinkedIn profile for Todd Barney, Cima®, Cpwa®, Cfp®, Cepa®.
Todd Barney, Cima®, Cpwa®, Cfp®, Cepa® previously worked as Private Wealth Advisor at Potentia Wealth and Senior Advisor Consultant at Invesco Us. Todd Barney, Cima®, Cpwa®, Cfp®, Cepa® holds Ba, History from Uc Santa Barbara.
Company email context
Email format at Potentia Wealth
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*@invesco.com
68% confidence
AeroLeads found 1 current-domain work email signal for Todd Barney, Cima®, Cpwa®, Cfp®, Cepa®. Compare company email patterns before reaching out.
Profile bio
About Todd Barney, Cima®, Cpwa®, Cfp®, Cepa®
RESULTS ORIENTED INVESTMENT CONSULTANT with 20 years of financial services industry experience successfully driving sales of mutual funds, ETFs, SMA’s, DCIO, and alternative products through all distribution channels. Seeking a strategic role that will leverage my strong leadership and advanced understanding of financial markets in Northern California and Western United States.• PROVEN FINANCIAL SALES- Continuously drive sales with a consistent and focused approach to create presence, uncover opportunities, and execute with proven success metrics. • RELATIONSHIP MANAGEMENT- Demonstrated track record of educating, coaching and motivating teams on capital markets and products that grow and retain client assets. Provide leadership to advisors offering a range of actionable insights, tools, and resources to enhance the success of their practice. • OPERATIONAL EXCELLENCE- Deliver operational excellence with impressive time management, communication, and organizational skills while demonstrating a strong work ethic and high integrity.
Listed skills include Investment Strategies, Mutual Funds, Portfolio Management, Capital Markets, and 9 others.
Current workplace
Todd Barney, Cima®, Cpwa®, Cfp®, Cepa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Potentia Wealth
9 roles
Todd Barney, Cima®, Cpwa®, Cfp®, Cepa® work experience
A career timeline built from the work history available for this profile.
Private Wealth Advisor
Current
Jul 2024 - Present
Senior Advisor Consultant
May 2019 - Aug 2024
Vice President, Senior Advisor Consultant
As a Senior Advisor Consultant at Oppenheimer Funds, I believe that it is critical to build trust with clients. I partner with my clients to learn about the issues and concerns that they are facing in order to help them make informed decisions and provide better outcomes for their clients. I am a highly successful financial professional with a strong.
Jan 2016 - Aug 2024
Vice President, External Investment Consultant
Dec 2010 - Dec 2015
Regional Vice President
Dec 2009 - Dec 2010
Vice President, Institutional Sales
Aletheia Research And Management
Feb 2009 - Jan 2010
Associate Regional Director
Sep 2001 - Dec 2008
Personal Banker Supervisor & Financial Consultant
Cal Fed Investments
Jan 1999 - 2001
2 education records
Todd Barney, Cima®, Cpwa®, Cfp®, Cepa® education
Ba, History
Education record
De La Salle High School
FAQ
Frequently asked questions about Todd Barney, Cima®, Cpwa®, Cfp®, Cepa®
Quick answers generated from the profile data available on this page.
What company does Todd Barney, Cima®, Cpwa®, Cfp®, Cepa® work for?
Todd Barney, Cima®, Cpwa®, Cfp®, Cepa® works for Potentia Wealth.
What is Todd Barney, Cima®, Cpwa®, Cfp®, Cepa®'s role at Potentia Wealth?
Todd Barney, Cima®, Cpwa®, Cfp®, Cepa® is listed as Partner and President Wealth Management at Potentia Wealth.
What is Todd Barney, Cima®, Cpwa®, Cfp®, Cepa®'s email address?
AeroLeads has found 1 work email signal at @invesco.com for Todd Barney, Cima®, Cpwa®, Cfp®, Cepa® at Potentia Wealth.
Where is Todd Barney, Cima®, Cpwa®, Cfp®, Cepa® based?
Todd Barney, Cima®, Cpwa®, Cfp®, Cepa® is based in Burlingame, California, United States while working with Potentia Wealth.
What companies has Todd Barney, Cima®, Cpwa®, Cfp®, Cepa® worked for?
Todd Barney, Cima®, Cpwa®, Cfp®, Cepa® has worked for Potentia Wealth, Invesco Us, Oppenheimerfunds, Allianz Global Investors, and Ing Investment Management.
How can I contact Todd Barney, Cima®, Cpwa®, Cfp®, Cepa®?
You can use AeroLeads to view verified contact signals for Todd Barney, Cima®, Cpwa®, Cfp®, Cepa® at Potentia Wealth, including work email, phone, and LinkedIn data when available.
What schools did Todd Barney, Cima®, Cpwa®, Cfp®, Cepa® attend?
Todd Barney, Cima®, Cpwa®, Cfp®, Cepa® holds Ba, History from Uc Santa Barbara.
What skills is Todd Barney, Cima®, Cpwa®, Cfp®, Cepa® known for?
Todd Barney, Cima®, Cpwa®, Cfp®, Cepa® is listed with skills including Investment Strategies, Mutual Funds, Portfolio Management, Capital Markets, Series 7, Asset Management, Separately Managed Accounts, and Risk Management.
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