Greg Weimer
Vorstandsvorsitzender bei Confluence Wealth Services, Inc.
Aktive Positionen von Greg Weimer
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Confluence Wealth Services, Inc.
 Confluence Wealth Services, Inc. Investment ManagersFinance Confluence Wealth Services, Inc., dba Confluence Financial Partners (Confluence), is a SEC-registered investment advisor headquartered in McMurray, Pennsylvania. The firm was founded by Gregory J. Weimer in 2021 and is principally owned by Confluence Financial Partners, Inc. Confluence provides comprehensive financial planning and wealth management services to individuals, professionals, business owners, corporate executives, retirement plans. | Vorstandsvorsitzender | 01.11.2013 | - |
| Gründer | - | - |
Karriereverlauf von Greg Weimer
Ehemalige bekannte Positionen von Greg Weimer
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
American Funds Distributors, Inc.
 American Funds Distributors, Inc. Investment ManagersFinance Part of The Capital Group Cos., Inc., American Funds Distributors, Inc. provides investment advice. The company is based in Los Angeles, CA. | Corporate Officer/Principal | 01.10.1993 | 01.10.2012 |
Ausbildung von Greg Weimer
| University of Pittsburgh at Johnstown | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 4 |
Operativ
| Chief Executive Officer | 1 |
| Founder | 1 |
| Corporate Officer/Principal | 1 |
Sektoral
| Finance | 3 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Confluence Wealth Services, Inc.
Confluence Wealth Services, Inc. Investment ManagersFinance Confluence Wealth Services, Inc., dba Confluence Financial Partners (Confluence), is a SEC-registered investment advisor headquartered in McMurray, Pennsylvania. The firm was founded by Gregory J. Weimer in 2021 and is principally owned by Confluence Financial Partners, Inc. Confluence provides comprehensive financial planning and wealth management services to individuals, professionals, business owners, corporate executives, retirement plans. | Finance |
American Funds Distributors, Inc.
American Funds Distributors, Inc. Investment ManagersFinance Part of The Capital Group Cos., Inc., American Funds Distributors, Inc. provides investment advice. The company is based in Los Angeles, CA. | Finance |
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