Valerie Wakefield

Assistant Portfolio Manager at Summa Global Advisors - Clackamas, OR, US

Valerie Wakefield's Colleagues at Summa Global Advisors
Roger Johnson

Managing Pasrtner

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Jessie Kline

Office Manager

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Henry Yu

Managing Member & Portfolio Manager

Contact Henry Yu

Rachel Wakefield

Partner

Contact Rachel Wakefield

Valerie Wakefield's Contact Details
Email (Verified)
***@summaglobal.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
503-636-2022
Location
Happy Valley, Oregon, United States
Company
Summa Global Advisors
Valerie Wakefield's Company Details
Summa Global Advisors logo, Summa Global Advisors contact details

Summa Global Advisors

Clackamas, OR, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

Our mission is to grow, preserve and protect the wealth of our clients. We work closely with each client and their other advisors to develop strategies and customize portfolios that will serve as a blueprint toward achieving their financial and life goals.

Investment Management Financial Planning Wealth Preservation and Protection Investment Bank/Securities Brokerage Management Investment Open-ended
Details about Summa Global Advisors
Frequently Asked Questions about Valerie Wakefield
Valerie Wakefield currently works for Summa Global Advisors.
Valerie Wakefield's role at Summa Global Advisors is Assistant Portfolio Manager.
Valerie Wakefield's email address is ***@summaglobal.com. To view Valerie Wakefield's full email address, please signup to ConnectPlex.
Valerie Wakefield works in the Investment Bank/Securities Brokerage industry.
Valerie Wakefield's colleagues at Summa Global Advisors are Roger Johnson, Jessie Kline, Henry Yu, Rachel Wakefield and others.
Valerie Wakefield's phone number is 503-636-2022
See more information about Valerie Wakefield