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Spencer Shimada
Back to Team

Spencer Shimada

Consultant
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Previous Experience
  • Oakbrook Solutions
  • Fremont Group Management
  • Presidio Wealth Management
  • Hall Capital Partners
  • Union Bank of California
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Spencer
Spencer Shimada
Back to Team

Spencer Shimada

Consultant
Email IconLinkedIn Icon
Previous Experience
  • Oakbrook Solutions
  • Fremont Group Management
  • Presidio Wealth Management
  • Hall Capital Partners
  • Union Bank of California
Expertise

Systems Operations, Wealth Management Reporting Tools, System Implementation, Salesforce Administration and Structural Design, Investment Adviser Registered with the SEC

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Spencer

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