Gib Watson is a high-skilled professional, who works in Trident Wealth Management Consulting on the position of Managing Partner since 2017. This expert has earned professional experience in more than eight positions at various companies. Gib Watson went to the Wake Forest University School of Business and received education there from 1979 to 1981. Gib Watson has such professional qualifications as Cima (Certified Investment Management Analyst). Denver, Colorado is the area, where the professional was known to be located. This person's email address and phone can be easily accessed through this website on demand.
Name variants:
Gib Watson
Contact Information
Last Update
Jul 8, 2022
Email
gi**@envestnet.com
Location
Denver, CO
Company
Trident Wealth Management Consulting
Workplace
Managing Partner
Work History
Managing Partner
A full-cycle executive providing CEOs and leadership teams at asset management firms, RIAs and family offices, bank trusts, broker-dealers and financial technology companies with personalize...
Dec 2017 — Jun 2019
Chief Strategy Officer
Durango, CO
Having spent several years as a trusted external advisor to Swan Global’s executive team, and as a former due diligence analyst who was impressed with the quality of the firm, the quality of...
from Jun 2019
Vice Chairman
Chicago, IL
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth ma...
Apr 2012 — Nov 2017
President and Chief Executive Officer
I founded Prima Capital in 1999, a business to business RIA and technology development company whose mission was to empower advisors to be as successful as they could be with their practices...
Nov 1999 — Apr 2012
National Managing Director, Investment Advisory Services
345 Park Ave, New York, NY 10010
Developed asset allocation, long-only and alternative asset manager research and due diligence, reporting and custodial platform, as well as training program, for the firm's National Investm...
Feb 1997 — Jun 1999
Senior Vice President and Managing Director, Private Client Services
Managed research and due diligence, quantitative methods, performance measurement and reporting, consulting and account management functions for one of the industry's first turnkey asset man...
Jan 1994 — Feb 1997
Vice President, Wealth Management and Executive Financial Counseling
Advised high net worth individuals, families and corporate executives in all areas of personal finance with an emphasis in private portfolio management, and managed two profit centers for th...
Feb 1985 — Jan 1994
Analyst, Corporate Analyst, Administrative Manager
600 north Dairy Ashford Rd, Houston, TX 77079
Operations management, mergers and acquisitions, strategic planning, corporate finance
May 1981 — Feb 1985
Education
1979 — 1981
1977 — 1980
1973 — 1977
Occupations
Executive
Chief Strategy Officer
Managing Partner
Advisor
Analyst
Chief Executive
Partner
Analysts
Skills
Investments
Asset Management
Investment Advisory
Due Diligence
Wealth Management
Portfolio Management
Asset Allocation
Mutual Funds
Investment Management
Financial Advisory
Strategy
Financial Services
Alternative Investments
Mergers and Acquisitions
Corporate Finance
Finance
FAQs about Gib Watson
What's the main profession of Gib Watson?
This professional's job is Chief Strategy Officer
What are the main profession of The professional?
These person's professions are Executive and Chief Strategy Officer
Where does Gib Watson live?
Gib currently lives in Denver, Colorado.
What is Gib's email?
The expert's email is gi**@envestnet.com.
How many companies did Gib Watson work at?
The professional worked at eight jobs.
What education does Gib Watson have?
Gib studied at the Wake Forest University School of Business from 1979 to 1981.
Are there any certifications, that Gib Watson has?
The professional received the following certifications: Cima (Certified Investment Management Analyst).
What languages does Gib Watson speak?
Gib Watson speaks English.