Louis Isaac Dagen
age ~57
from San Ramon, CA
- Also known as:
-
- Louis I Dagen
- Louis Isaac Te Dagen
- Louis T Dagen
- Louis I Bagen
- Phone and address:
-
4117 Lilac Ridge Rd, San Ramon, CA 94582
5107582820
Louis Dagen Phones & Addresses
- 4117 Lilac Ridge Rd, San Ramon, CA 94582 • 5107582820
- 4508 Sweetgale Dr, San Ramon, CA 94582 • 9253651819
- 1001 Sandpoint Dr, Rodeo, CA 94572
- 244 Lakeshore Ct, Richmond, CA 94804 • 4155361506 • 5102340076
- 1242 Fascination Cir, El Sobrante, CA 94803 • 5107582820
- Pleasant Hill, CA
- Ithaca, NY
- San Francisco, CA
- 4117 Lilac Ridge Rd, San Ramon, CA 94582
Work
-
Company:Raymond james & associates, inc.Feb 2009
-
Position:First vice president, certified financial planner
Education
-
Degree:Bachelor of Science (B.S.)
-
School / High School:Cornell University1986 to 1992
-
Specialities:Human Development and Family Studies, General
Skills
Investments • Retirement Planning • Portfolio Management • Mutual Funds • Investment Advisory • Asset Allocation • Financial Planning • Wealth Management • Customer Service • Strategic Financial Planning • Risk Management • Certified Financial Planner • Research • Teaching • Securities • Financial Analysis • Asset Management • Financial Services • Financial Advisory • Investment Strategies
Interests
Poverty Alleviation • Economic Empowerment
Industries
Investment Management
Resumes
Branch Manager And Certified Financial Planner
view sourceLocation:
4117 Lilac Ridge Rd, San Ramon, CA 94582
Industry:
Investment Management
Work:
Raymond James & Associates, Inc. since Feb 2009
First Vice President, Certified Financial Planner
Morgan Stanley Smith Barney Jun 1991 - Feb 2009
First Vice President, Certified Financial Planner
First Vice President, Certified Financial Planner
Morgan Stanley Smith Barney Jun 1991 - Feb 2009
First Vice President, Certified Financial Planner
Education:
Cornell University 1986 - 1992
Bachelor of Science (B.S.), Human Development and Family Studies, General College for Financial Planning 1995 - 1997
Certified Financial Planner
Bachelor of Science (B.S.), Human Development and Family Studies, General College for Financial Planning 1995 - 1997
Certified Financial Planner
Skills:
Investments
Retirement Planning
Portfolio Management
Mutual Funds
Investment Advisory
Asset Allocation
Financial Planning
Wealth Management
Customer Service
Strategic Financial Planning
Risk Management
Certified Financial Planner
Research
Teaching
Securities
Financial Analysis
Asset Management
Financial Services
Financial Advisory
Investment Strategies
Retirement Planning
Portfolio Management
Mutual Funds
Investment Advisory
Asset Allocation
Financial Planning
Wealth Management
Customer Service
Strategic Financial Planning
Risk Management
Certified Financial Planner
Research
Teaching
Securities
Financial Analysis
Asset Management
Financial Services
Financial Advisory
Investment Strategies
Interests:
Poverty Alleviation
Economic Empowerment
Economic Empowerment
Youtube
Mylife
Louis Dagen San Ram CA
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Get Report for Louis Isaac Dagen from San Ramon, CA, age ~57