![Walter Rizo](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Mr. Walter Rizo is a Senior Investment Associate at Mission Wealth Management LP.
He has been in the financial services industry since 2015.
Prior to Mission Wealth, he spent a combined 7 years at Charles Schwab and Merrill Lynch where he gained extensive wealth management experience including portfolio management, trading, and wealth planning.
He has a BBA in Finance and Economics from Loyola University, New Orleans.
Aktive Positionen von Walter Rizo
Unternehmen | Position | Beginn |
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Mission Wealth Management LP
![]() Mission Wealth Management LP Investment ManagersFinance Mission Wealth Management LP (MWM) is a SEC-registered investment advisor headquartered in Santa Barbara, California. The firm was founded in 2000 by Seth Streeter and Brad Stark. MWM provides investment advice to affluent individuals/families, pension/profit sharing plans, trusts, estates, and charitable organizations. | Analyst-Equity | - |
Ausbildung von Walter Rizo
Loyola University New Orleans | Undergraduate Degree |
Erfahrungen
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Private Unternehmen | 1 |
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Mission Wealth Management LP
![]() Mission Wealth Management LP Investment ManagersFinance Mission Wealth Management LP (MWM) is a SEC-registered investment advisor headquartered in Santa Barbara, California. The firm was founded in 2000 by Seth Streeter and Brad Stark. MWM provides investment advice to affluent individuals/families, pension/profit sharing plans, trusts, estates, and charitable organizations. | Finance |