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Felipe Amor Luna
Vorstandsvorsitzender bei Omniscient Holdings, Inc.
Aktive Positionen von Felipe Amor Luna
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Omniscient Holdings, Inc.
![]() Omniscient Holdings, Inc. Packaged SoftwareTechnology Services Omniscient Holdings, Inc. provides information technology and services. It offers data analytics, business process automation, artificial intelligence, machine learning, advisor tech and data aggregation. The company was founded by Felipe Amor Luna and is headquartered in San Jose, CA. | Direktor/Vorstandsmitglied | - | - |
Vorstandsvorsitzender | - | - | |
Finanzdirektor/CFO | - | - | |
Gründer | - | - | |
Unternehmenssekretär | - | - |
Karriereverlauf von Felipe Amor Luna
Ehemalige bekannte Positionen von Felipe Amor Luna
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
CONCERT Wealth Management, Inc.
![]() CONCERT Wealth Management, Inc. Investment ManagersFinance CONCERT Wealth Management, Inc. is a registered investment advisor headquartered in San Jose, California and was founded in 2006. The firm is a subsidiary of Omni Global Group Ltd. They offer an integrated financial planning-based solution for high net-worth individuals and families. | Vorstandsvorsitzender | 30.11.2006 | 05.08.2016 |
Portfolio Manager-Aktien | 30.11.2006 | 05.08.2016 | |
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - | - |
Smith Barney & Co., Inc. | Corporate Officer/Principal | 01.06.1998 | - |
UBS Bank USA
![]() UBS Bank USA Regional BanksFinance UBS Bank USA engages in the provision of banking services. Its products and services include insured deposit accounts1, securities backed lending services, residential mortgages, and credit cards. The company is headquartered in Salt Lake City, UT. | Corporate Officer/Principal | 01.12.2002 | - |
Ausbildung von Felipe Amor Luna
United States Naval Academy | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 7 |
Operativ
Corporate Officer/Principal | 3 |
Chief Executive Officer | 2 |
Portfolio Manager-Equities | 1 |
Sektoral
Finance | 5 |
Consumer Services | 2 |
Technology Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 5 |
---|---|
CONCERT Wealth Management, Inc.
![]() CONCERT Wealth Management, Inc. Investment ManagersFinance CONCERT Wealth Management, Inc. is a registered investment advisor headquartered in San Jose, California and was founded in 2006. The firm is a subsidiary of Omni Global Group Ltd. They offer an integrated financial planning-based solution for high net-worth individuals and families. | Finance |
Smith Barney & Co., Inc. | Finance |
UBS Bank USA
![]() UBS Bank USA Regional BanksFinance UBS Bank USA engages in the provision of banking services. Its products and services include insured deposit accounts1, securities backed lending services, residential mortgages, and credit cards. The company is headquartered in Salt Lake City, UT. | Finance |
Merrill Lynch & Co., Inc. | Finance |
Omniscient Holdings, Inc.
![]() Omniscient Holdings, Inc. Packaged SoftwareTechnology Services Omniscient Holdings, Inc. provides information technology and services. It offers data analytics, business process automation, artificial intelligence, machine learning, advisor tech and data aggregation. The company was founded by Felipe Amor Luna and is headquartered in San Jose, CA. | Technology Services |
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