What is Richard Tozer Cfa Cipm email address?

Richard Tozer Cfa Cipm's primary email address is ******@whittiertrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Richard Tozer Cfa Cipm work for?

Richard Tozer Cfa Cipm is a Vice President, Performance Reporting & Analytics at Whittier Trust Company, a company specializing in Security brokers & dealers.

Where Richard Tozer Cfa Cipm graduated from?

Richard Tozer Cfa Cipm holds a degree in Business/Managerial Economics from University of California, Davis.

How can I directly contact Richard Tozer Cfa Cipm?

To contact Richard Tozer Cfa Cipm directly, you can use the email address ******@whittiertrust.com. Complete contact information is available upon registration with Muraena.

Who is Richard Tozer Cfa Cipm?

Richard Tozer is an accomplished Vice President specializing in Performance Reporting and Analytics within the investment management sector. With over 16 years of experience at Whittier Trust, he has honed his expertise in asset management, securities, and performance attribution, making him a key player in one of the largest multi-family offices on the West Coast. Richard's analytical skills and strategic oversight enable him to produce high-quality performance analysis reports that guide investment decisions for affluent clients. His previous roles in staffing and product management have equipped him with a unique blend of financial acumen and business development skills. Richard holds a Bachelor's degree in Business/Managerial Economics from the University of California, Davis. He is committed to enhancing client experiences through tailored investment strategies and superior service. Outside of work, he is passionate about mentoring emerging finance professionals and contributing to community financial literacy initiatives.