Resumes
Resumes
President And Chief Executive Officer
View pageLocation:
24901 Dana Point Dr, Dana Point, CA 92629
Industry:
Financial Services
Work:
Optivest
President
Optivest Wealth Management
President and Chief Executive Officer
Optivest Wealth Management
Managing Partner
Optivest Wealth Management
Senior Partner
Optivest
Chief Investment Officer
President
Optivest Wealth Management
President and Chief Executive Officer
Optivest Wealth Management
Managing Partner
Optivest Wealth Management
Senior Partner
Optivest
Chief Investment Officer
Education:
University of Louisville 1984 - 1989
Bachelors, Bachelor of Arts, English
Bachelors, Bachelor of Arts, English
Skills:
Investment Management
Registered Investment Advisor
Financial Management
Financial Advisory
Exit Strategies
Wealth Management
Succession Planning
Wealth Preservation
Investment Advisory
Investments
Alternative Investments
Real Estate Investment
Private Placements
Retirement Planning
Retirement Income Strategies
Series 7
Series 63
Securities
Portfolio Management
Series 65
Series 24
Asset Management
Registered Investment Advisor
Financial Management
Financial Advisory
Exit Strategies
Wealth Management
Succession Planning
Wealth Preservation
Investment Advisory
Investments
Alternative Investments
Real Estate Investment
Private Placements
Retirement Planning
Retirement Income Strategies
Series 7
Series 63
Securities
Portfolio Management
Series 65
Series 24
Asset Management
Interests:
Civil Rights and Social Action
Education
Environment
Disaster and Humanitarian Relief
Human Rights
Animal Welfare
Arts and Culture
Health
Education
Environment
Disaster and Humanitarian Relief
Human Rights
Animal Welfare
Arts and Culture
Health
Leslie Calhoun
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Leslie Calhoun
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Leslie Calhoun
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Leslie Calhoun
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Vice President At Optivest, Inc.
View pagePosition:
Vice President at Optivest, Inc.
Location:
Orange County, California Area
Industry:
Financial Services
Work:
Optivest, Inc.
Vice President
Vice President
Education:
University of Louisville
Bachelor of Arts, EnglishNASD Series 7, 24, 55, 63, 65 and 79 licenses held.
Bachelor of Arts, EnglishNASD Series 7, 24, 55, 63, 65 and 79 licenses held.
Accounting
View pageLocation:
Greater Los Angeles Area
Industry:
Accounting