Weatherly Asset Management

Industry: Company

Description

Headquarters: Del Mar, CA Founded: 1994FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportWeatherly Asset ManagementWebsiteDirections Saved (0) Saved Save 1 Google review Financial planner in Del Mar, California Address: 832 Camino Del Mar, Del Mar, CA 92014 Phone: (858) 259-4507Website: : Category: : Place name: : : Hours: : : Website: http://www.weatherlyassetmgt.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Weatherly Asset Management Posting publicly on the Web Write a review Reviews 1 Google review

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Weatherly Asset Management Employees

Employee
Years
Job
Industry
Morgan King Morgan King Carlsbad, California Details
Morgan King's Weatherly Asset Management Experience February 2013 - May 2014
Job Buyer/Planner at Greenlee
Industry Logistics and Supply Chain
Experience
Greenlee  June 2014 - Present
One Hundred 80 Degrees   January 2013 - June 2014
Weatherly Asset Management   February 2013 - May 2014

Skills
Microsoft Excel, Teamwork, Time Management, Customer Service, PowerPoint, Social Networking, Public Speaking, Facebook, Microsoft Word, English, Microsoft Office, SAP

Education
University of San Diego   2010 — 2014
Bachelor of Business Administration (BBA), Finance, General

Brent Armstrong, CFP® Brent Armstrong, CFP® Greater San Diego Area Details
Brent Armstrong, CFP®'s Weatherly Asset Management Experience November 2007 - Present
Job Wealth Management Advisor at Weatherly Asset Management
Industry Financial Services
Experience
Weatherly Asset Management   November 2007 - Present
Newport Beach Fire Department  June 2000 - March 2010

Skills
Investments, Strategic Financial..., Asset Allocation, Portfolio Management, Money Management, Investment Policy, Holistic Financial..., Tactical Asset..., Wealth Preservation..., Investment Strategies, Asset Management, High Net Worth..., Wealth Management, Estate Planning, Business Ethics, Sales, Financial Planning, Social Media Marketing, Management, Microsoft Excel

Education
San Diego State University-California State University   2003 — 2007
B.S., Financial Services

Allison Haney Allison Haney Seattle, Washington Details
Allison Haney's Weatherly Asset Management Experience May 2009 - August 2009
Job Account Manager at Amazon
Industry Marketing and Advertising
Experience
Amazon  April 2014 - Present
Amazon  June 2012 - April 2014
Yaffe Center for Persuasive Communication   May 2011 - May 2012
Heart Graffiti   May 2010 - January 2012
Domino's Pizza  May 2011 - August 2011
Weatherly Asset Management   May 2009 - August 2009

Skills
Social Media

Education
University of Michigan - Stephen M. Ross School of Business   2008 — 2012
Marketing

University of Michigan

Ashley Copp, CFA Ashley Copp, CFA Greater San Diego Area Details
Ashley Copp, CFA's Weatherly Asset Management Experience December 2014 - Present
Job Wealth Management Advisor at Weatherly Asset Management
Industry Investment Management
Experience
Weatherly Asset Management   December 2014 - Present
Weatherly Asset Management   May 2013 - December 2014
Weatherly Asset Management   May 2010 - February 2013
Spanish Government  September 2009 - April 2010

Skills
Asset Allocation, Estate Planning, High Net Worth..., Investments, Financial Advisory, Strategic Financial..., Wealth Management, Asset Management, Equities, Retirement Planning, Investment Strategies, Financial Modeling, Portfolio Management, Mutual Funds, Retirement, Client Development

Education
Pepperdine University   2005 — 2009
BA Business Administration, Business Administration

Coronado High School   2001 — 2005

Carolyn Taylor Carolyn Taylor Greater San Diego Area Details
Carolyn Taylor's Weatherly Asset Management Experience November 1994 - Present
Job Owner, Weatherly Asset Management
Industry Investment Management
Experience
Weatherly Asset Management   November 1994 - Present
Neuberger & Berman Investment Management   September 1988 - July 1994
Payden & Rygel  June 1986 - September 1988
Dean Witter Reynolds, Inc  September 1983 - February 1986

Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bloomberg, Estate Planning, High Net Worth..., Investment Advisory, FINRA, Financial Advisory, Investment Management, Investment Strategies, Investment Banking, Investments, Microsoft Excel, Mutual Funds, Retirement Planning, Portfolio Management, Strategic Financial..., Wealth, Wealth Management, Tax, Series 7, Series 63

Education
Stanford University   1977 — 1982
BS AND BA, Industrial Engineering and International Relations

Kunio Iwata Kunio Iwata San Diego, California Details
Kunio Iwata's Weatherly Asset Management Experience March 2015 - May 2015
Job Student Analyst at Aztec Equity Fund
Industry Financial Services
Experience
Hewlett-Packard  June 2013 - Present
Weatherly Asset Management   March 2015 - May 2015
Aztec Equity Fund   January 2015 - May 2015
Fidelity Investments  June 2014 - November 2014
RuffaloCODY SDSU   June 2012 - May 2013
Cinepolis Del Mar   June 2012 - August 2012

Skills
Collaborative Problem..., Communicative Skills, Teamwork, Written & Verbal..., Time Management, Team Leadership, Microsoft Office, Customer Service, Quicksilver, Incentive Programs, SharePoint, Administrative..., Microsoft Excel, Microsoft Word, Phone Etiquette, Telemarketing, PowerPoint

Education
San Diego State University-California State University   2011 — 2015
Bachelor's Degree, Finance, General

Torrey Pines High School   2007 — 2011
GED

Cyrus Jamnejad Cyrus Jamnejad Greater Los Angeles Area Details
Cyrus Jamnejad's Weatherly Asset Management Experience 2003 - 2004
Job Operations Specialist III, Global Domains Division at ICANN
Industry Management Consulting
Experience
ICANN  November 2014 - Present
Self-Employed  November 2010 - November 2014
City Attorney's Office, Hawthorne, CA   2010 - 2011
Carlson Consulting Enterprise  2009 - 2010
Management & Technical Assistance Program (MTAP) For Nonprofits   2008 - 2009
Weatherly Asset Management   2003 - 2004
Jet Propulsion Laboratory  2003 - 2003

Skills
Visio, Microsoft Excel, PowerPoint, Photoshop, Matlab, Legal Writing, Process Consulting, Business Strategy, Strategic Thinking, Management, Business Development, Start-ups, Financial Analysis, Financial Modeling

Education
University of Minnesota - Carlson School of Management   2008 — 2010
M.B.A., Strategy & Operations Management

University of Minnesota Law School   2006 — 2010
J.D., Business & International Law

University of California, San Diego   2000 — 2004
B.S., B.A., Management Science, International Relations

University of California, Berkeley   2003 — 2003

Soliel Geronimo Soliel Geronimo Greater San Diego Area Details
Soliel Geronimo's Weatherly Asset Management Experience December 2013 - March 2015
Job Operations Specialist
Industry Financial Services
Experience
Pure Financial Advisors, Inc.   March 2015 - Present
Weatherly Asset Management   December 2013 - March 2015
JPMorgan Chase  June 2010 - November 2013

Education
San Diego State University-California State University   2008 — 2012
Bachelor's degree, Financial services

San Diego State University-California State University   2008 — 2012
Bachelor of Business Administration (B.B.A.), Financial Planning and Services

San Diego State University-California State University   2008 — 2012

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