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Berzins Deanna Cfp


San Francisco, California, United States

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Work Experience

St Francis Foundation

Member Board Of Directors, Chair of the Investment Committee

2018-08-01T00:00:00.000Z - Present

Tiaa

Senior Portfolio Manager

2016-01-01T00:00:00.000Z - 2020-01-01T00:00:00.000Z

Yellow Brick Road Financial Advisors

Personal CFO

2015-01-01T00:00:00.000Z - 2016-01-01T00:00:00.000Z

Deanna Haffey Berzins Cfp

Senior Principal Consultant

2014-01-01T00:00:00.000Z - 2015-01-01T00:00:00.000Z

Bank Of The West

Vice President, Sr. Portfolio Manager

2007-09-01T00:00:00.000Z - 2014-01-01T00:00:00.000Z

The Mechanics Bank

Vice President, Sr. Portfolio Manager

1997-12-01T00:00:00.000Z - 2007-08-01T00:00:00.000Z

Merrill Lynch

Wealth Financial Consultant

1995-09-01T00:00:00.000Z - 1997-09-01T00:00:00.000Z

Skills

No Skills Available

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