Profiel
Mr. Gaetan T.
Scalzo is a President & Chief Executive Officer at Claremont Financial Group, Inc. and a Managing Member at Pacific Financial Group LLC.
He joined Claremont Financial Group in 2018 and has over 25 years of experience serving clients as an independent financial consultant.
He received his undergraduate degree from The California State University.
He is an Investment Advisor Representative (Series 66), a General Securities Representative (Series 7), and a Life Insurance Agent.
In addition, Guy is also a Registered Representative with Capital Investment Group, Inc.
Actieve functies van Guy Scalzo
| Bedrijven | Functie | Begin |
|---|---|---|
Claremont Financial Group, Inc.
Claremont Financial Group, Inc. Investment ManagersFinance Provides investment advice | Algemeen Directeur | 01-01-2018 |
Eerdere bekende functies van Guy Scalzo
| Bedrijven | Functie | Einde |
|---|---|---|
Pacific Financial Group LLC
Pacific Financial Group LLC Investment ManagersFinance TPFG monitors the models for changes the institutional strategists make to the allocation or securities held in the model, they are responsible for implementing the transactions for the accounts on the platform. The firm uses the latest academic research, investment solutions and technology innovations in their process. | Oprichter | 01-05-2021 |
Opleiding van Guy Scalzo
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
The California State University
The California State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Claremont Financial Group, Inc.
Claremont Financial Group, Inc. Investment ManagersFinance Provides investment advice | Finance |
Pacific Financial Group LLC
Pacific Financial Group LLC Investment ManagersFinance TPFG monitors the models for changes the institutional strategists make to the allocation or securities held in the model, they are responsible for implementing the transactions for the accounts on the platform. The firm uses the latest academic research, investment solutions and technology innovations in their process. | Finance |
















