Verified recordFinancial Services

Todd Sargent Strasser

Private Wealth Manager at Oxford Wealth Advisors, An E.A. Buck Company

Based in Albuquerque, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Albuquerque

Industry

Financial Services

Company size

8

Contact information

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Email

1 credit

t•••••••@oxfordwealth.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Todd Sargent Strasser

As a Premier Banker at Wells Fargo, I leverage my skills and credentials in financial planning, relationship building, and investment management to provide personalized financial solutions to high-net-worth clients. I have over 18 years of experience in the wealth management industry, working with diverse teams and organizations to help clients achieve their financial goals and dreams. Previously, I was a Financial Advisor at Northwestern Mutual and a Vice President-Private Client Advisor at Bank of the West, where I developed and managed a portfolio of over 200 clients with combined assets of over $50 million. I have a Bachelor of Science in Applied Mathematics from the University of New Mexico, which enables me to apply analytical and problem-solving skills to complex financial scenarios. I am passionate about helping people and communities thrive financially, and I value integrity, excellence, and collaboration. I am always eager to learn new skills and perspectives, and to contribute to the success of my team and company.

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Todd Sargent Strasser Email & Phone Number @ Oxford Wealth Advisors, An E.A. Buck Company | Kipplo Discover