Berzins Deanna Cfp
San Francisco, California, United States
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Berzins Deanna Cfp’s Email deanna.berzins@bankofthewest.com
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Berzins Deanna Cfp’s Location San Francisco, California, United States
Berzins Deanna Cfp’s Current Industry St Francis Foundation
Berzins Deanna Cfp’s Prior Industry Tiaa | Yellow Brick Road Financial Advisors | Deanna Haffey Berzins Cfp | Bank Of The West | The Mechanics Bank | Merrill Lynch
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Work Experience
St Francis Foundation
Member Board Of Directors, Chair of the Investment Committee
2018-08-01T00:00:00.000Z - PresentTiaa
Senior Portfolio Manager
2016-01-01T00:00:00.000Z - 2020-01-01T00:00:00.000ZYellow Brick Road Financial Advisors
Personal CFO
2015-01-01T00:00:00.000Z - 2016-01-01T00:00:00.000ZDeanna Haffey Berzins Cfp
Senior Principal Consultant
2014-01-01T00:00:00.000Z - 2015-01-01T00:00:00.000ZBank Of The West
Vice President, Sr. Portfolio Manager
2007-09-01T00:00:00.000Z - 2014-01-01T00:00:00.000ZThe Mechanics Bank
Vice President, Sr. Portfolio Manager
1997-12-01T00:00:00.000Z - 2007-08-01T00:00:00.000ZMerrill Lynch
Wealth Financial Consultant
1995-09-01T00:00:00.000Z - 1997-09-01T00:00:00.000Z