Todd Wilson

Todd Wilson Email and Phone Number

Investment Management Professional - Impact Investing @ Portola Creek Capital, LLC
Todd Wilson's Location
San Francisco Bay Area, United States, United States
Todd Wilson's Contact Details
About Todd Wilson

25+ years experience providing wealth management and investment counseling to individuals and families. Issues may include maximizing employee equity decisions, timing income realization and deductions, reviewing advisory board agreements and subscription documents for private investments, comprehensive decision analysis, and investment management.

Todd Wilson's Current Company Details
Portola Creek Capital, LLC

Portola Creek Capital, Llc

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Investment Management Professional - Impact Investing
Todd Wilson Work Experience Details
  • Portola Creek Capital, Llc
    Founder & Ceo
    Portola Creek Capital, Llc Apr 2017 - Present
    San Francisco, Ca, Us
    View
  • Grow Invest
    President & Coo
    Grow Invest Aug 2016 - Apr 2017
    San Francisco, California, Us
    View
  • Bny Mellon Wealth Management
    Vice President, Wealth Manager
    Bny Mellon Wealth Management Apr 2016 - Sep 2016
    New York, Ny, Us
    View
  • Atherton Lane Advisers, Llc
    Portfolio Manager
    Atherton Lane Advisers, Llc Dec 2008 - Apr 2016
  • Merrill Lynch
    Financial Consultant
    Merrill Lynch Sep 1998 - Dec 2008
    New York, Ny, Us
    View

Todd Wilson Skills

Leadership Auditing International Business Restructuring Corporate Real Estate Economics Executive Management Leases Managed Futures Financial Planning Sales Structured Finance Loan Origination Portfolio Management Tax Data Analysis Forecasting Swaps Investments Negotiation Competitive Analysis Investor Relations Asset Allocation Fund Of Funds Decision Analysis Financial Accounting Strategic Financial Planning Bloomberg Terminal Business Valuation Microsoft Excel New Business Development Asset Management Market Analysis Acquisition Integration Disposition Budgets Small Business Commodity M&a Experience Financial Reporting Management Employee Stock Options Ipo Investment Properties Hedging Pricing Structured Products

Todd Wilson Education Details

  • University Of California, Berkeley
    University Of California, Berkeley
    Economics

Frequently Asked Questions about Todd Wilson

What company does Todd Wilson work for?

Todd Wilson works for Portola Creek Capital, Llc

What is Todd Wilson's role at the current company?

Todd Wilson's current role is Investment Management Professional - Impact Investing.

What is Todd Wilson's email address?

Todd Wilson's email address is to****@****ail.com

What is Todd Wilson's direct phone number?

Todd Wilson's direct phone number is +141599*****

What schools did Todd Wilson attend?

Todd Wilson attended University Of California, Berkeley.

What are some of Todd Wilson's interests?

Todd Wilson has interest in Mobile, Clean Technology, Electronics, Exercise, Health Care, Reading, Sports, Automobiles, Consumer Internet, Enterprise Software.

What skills is Todd Wilson known for?

Todd Wilson has skills like Leadership, Auditing, International Business, Restructuring, Corporate Real Estate, Economics, Executive Management, Leases, Managed Futures, Financial Planning, Sales, Structured Finance.

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