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Don Wood

Client Services Associate at Westhill Financial Advisors

Don Wood Email & Phone number

Office

(***) ***-****

Don Wood Current Workplace

Company

Westhill Financial Advisors

Address

999 5th Ave Ste 300, San Rafael, California, 94901, United States

Corporate

(415) 482-1561

Number of Employees

11

Industry

Finance General Finance

Don Wood Work Experience Summary

Number of companies worked for

4

Average duration at a company (years)

5

Number of job titles

5

Last Update 10/4/2024 7:45 PM

About Don Wood

Don Wood is a Client Services Associate at Westhill Financial Advisors based in San Rafael, California. Previously, Don was a Manager, Operationsat Achieving Independence and also held positions at Cedar Wealth Management. Don received a BS degree from The State University of New York at Old Westbury.Read more

Don Wood Current Workplace

Westhill Financial Advisors

2023-present (1 year)

WestHill was founded in 1989 as Taddei Ludwig and Associates. Rooted in small town values, our quest is to deliver a client wealth management experience superior to that of a large institution. Since our inception, client loyalty has fueled WestHills...
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Don Wood Work Experience & Education

Number of companies worked for

4

Average duration at a company (years)

5

Number of job titles

5
Work Experience

Work Experience

Manager, Operations

Achieving Independence

2018-2023

Investment Operations Associate

Cedar Wealth Management

2016-2018

Brokerage Processing Associate

Capital One Investing

2012-2016

Administrative Assistant, To Director of Operations

Capital One Investing

2008-2012

Education

Education

BS - Accounting

The State University of New York at Old Westbury
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Org Chart - Westhill Financial Advisors

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Don Wood

Client Services Associate

PhoneEmail

PhoneEmail

PhoneEmail

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Don Wood works for Westhill Financial Advisors as Client Services Associate What is Don Wood’s role in Westhill Financial Advisors?
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Don Wood’s latest job experience is Manager, Operations at Achieving Independence What is Don Wood’s latest education?
Don Wood’s latest education in BS - Accounting at The State University of New York at Old Westbury Which industry does Don Wood work in?
Don Wood works in the industry of Finance General, Finance. Who are Don Wood’s peers at other companies?
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Don Wood contact details: Email address: d***@westhillfa.com Phone number: (***) ***-**** Who is Don Wood?

Don Wood is a Client Services Associate at Westhill Financial Advisors based in San Rafael, California. Previously, Don was a Manager, Operations at Achieving Independence and also held positions at Cedar Wealth Management. Don received a BS degree from The State University of New York at Old Westbury.... Read More

 Where is Don Wood based?
Don Wood works for Westhill Financial Advisors, located at United States
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