Gail Markham

Gail Markham

Operations Manager
Walnut Creek, California, United States

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Work Experience

Allworth Financial

Operations Manager

2021-05-01 - Present

Shone Wealth Management

Vice President, Operations

2017-01-01 - 2021-05-01

Shone Asset Management, LLC

Director of Client Service

2010-04-01 - 2016-12-01

Walnut Creek Wealth Management

Client Services Manager

2004-01-01 - 2010-01-01

UBS

Compliance Manager

2001-01-01 - 2003-01-01

Skills

retirement planning investment advising 401 management financial advising financial services investing

Languages

English