Chris Walters
Compliance Officer bei Wells Trecaso Financial Group LLC
Aktive Positionen von Chris Walters
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Wells Trecaso Financial Group LLC
 Wells Trecaso Financial Group LLC Investment ManagersFinance Wells Trecaso Financial Group LLC (WTFG) is an independent wealth management firm and SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Douglas Wells in 2017. WTFG offers advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Compliance Officer | 01.12.2017 | - |
| Trading-Equity | 01.12.2017 | - | |
| Portfolio Manager-Aktien | 01.12.2017 | - |
Karriereverlauf von Chris Walters
Ausbildung von Chris Walters
| University of Akron | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 3 |
Operativ
| Compliance Officer | 1 |
| Trading-Equity | 1 |
| Portfolio Manager-Equities | 1 |
Sektoral
| Finance | 2 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Wells Trecaso Financial Group LLC
Wells Trecaso Financial Group LLC Investment ManagersFinance Wells Trecaso Financial Group LLC (WTFG) is an independent wealth management firm and SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Douglas Wells in 2017. WTFG offers advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
- Börse
- Insiders
- Chris Walters
- Erfahrung
