Maria Petate Company Details
Location
Novato, California, United States
Industry
Financial Services
Maria Petate's Current Company
Valley Oak Wealth Management
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Industry | Financial Services |
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Location | Novato, California, United States |
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Industry | Financial Services |
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Location | Novato, California, United States |
Maria Petate's Experience and Education
Work Experience
Hamano & Associates Wealth Management Firm
Operations Manager
2012-07 to 2015-06
Operations Manager
2015-09 to Unknown
Novato, California, United States
Education
Bachelors in Business Finance
Unknown to 2020
San Francisco, California, United States
Frequently Asked Questions about Maria Petate
What company does Maria Petate work for?
Maria Petate works for Valley Oak Wealth Management
What is Maria Petate's role in his workplace?
Maria Petate's role in his workplace is
Operations Manager .
Which industry does Maria Petate work in currently?
Maria Petate works in the industry
Financial Services.
What schools did Maria Petate attended?
Maria Petate attended
Golden Gate University,
and
The American College Of Financial Services.
What are some of Maria Petate's skills?
Maria Petate has skills like
Qualified Retirement Plans,
401 Retirement Savings Plans,
Account Management,
Rmds,
Iras,
Trusts,
Alternative Investments,
401k Rollovers,
Revocable Trusts,
Trust Operations,
Variable Annuities,
Wealth Management Services,
Beneficiary Claims,
Trusting Relationships,
Trust,
Charitable Trusts,
Estate Planning,
529 Plans,
and
Roth Ira.
Who are Maria Petate's colleagues?
Maria Petate's colleagues are
Maria Ingrande,
Kareen Maskell,
Will Martens,
Kareen Maskell,
Tim Russell,
Jemma Cunningham,
Kareen Maskell,
Jemma Cunningham,
Maria Ingrande,
Will Martens,
Kareen Maskell,
and
Tim Russell.
Who are Maria Petate's peers at other companies?
Maria Petate's peers at other companies are
Bessie Fernandes,
Veronika Buzinsky,
Sibusiso Mhlongo,
Richard Trujillo,
Chit Gurung,
Neeraj Up,
and
Mohammed Jalloh.
