Kurt Mortenson
Corporate Officer/Principal bei World Equity Group, Inc.
Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Richard Babjak | M | - |
World Equity Group, Inc.
 World Equity Group, Inc. Investment Banks/BrokersFinance World Equity Group, Inc. provides investment advisory services. Its services include risk & asset management, investment oversight, retirement income distribution, strategic family wealth planning, full-service investment banking, and pre-IPO funds & investments. The company was founded in 1997 and is headquartered in Arlington Heights, IL. | 27 Jahre |
| Robert D. Yarosz | M | - |
World Equity Group, Inc.
World Equity Group, Inc. Investment Banks/BrokersFinance World Equity Group, Inc. provides investment advisory services. Its services include risk & asset management, investment oversight, retirement income distribution, strategic family wealth planning, full-service investment banking, and pre-IPO funds & investments. The company was founded in 1997 and is headquartered in Arlington Heights, IL. | 27 Jahre |
| Mark Lischynsky | M | - |
World Equity Group, Inc.
World Equity Group, Inc. Investment Banks/BrokersFinance World Equity Group, Inc. provides investment advisory services. Its services include risk & asset management, investment oversight, retirement income distribution, strategic family wealth planning, full-service investment banking, and pre-IPO funds & investments. The company was founded in 1997 and is headquartered in Arlington Heights, IL. | - |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Daniel Keegan | M | - |
Citigroup Global Markets, Inc. (Investment Management)
 Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | 15 Jahre |
| Michael Mortenson | M | - |
Cypress Wealth Services LLC
 Cypress Wealth Services LLC Investment ManagersFinance Cypress Wealth Services LLC, founded in 2017, is a firm of experienced financial advisors. The private company is based in Palm Desert, CA. The company's mission is to ensure that every aspect of their clients' lives is aligned to best achieve their financial goals. | 3 Jahre |
| Chris Rick | M | - |
Cypress Wealth Services LLC
Cypress Wealth Services LLC Investment ManagersFinance Cypress Wealth Services LLC, founded in 2017, is a firm of experienced financial advisors. The private company is based in Palm Desert, CA. The company's mission is to ensure that every aspect of their clients' lives is aligned to best achieve their financial goals. | 3 Jahre |
| Marc Anthony Traverso | M | - |
Citigroup Global Markets, Inc. (Investment Management)
Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | 8 Jahre |
| Jeff Fong | M | - |
Citigroup Global Markets, Inc. (Investment Management)
Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | 5 Jahre |
| Jay Christopher Fong | M | - |
Citigroup Global Markets, Inc. (Investment Management)
Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | 5 Jahre |
| Mike Reiss | M | - |
Citigroup Global Markets, Inc. (Investment Management)
Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | 5 Jahre |
| Jeffrey Sherburne Adams | M | - |
Citigroup Global Markets, Inc. (Investment Management)
Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | 5 Jahre |
| Richard Balkan | M | - |
Citigroup Global Markets, Inc. (Investment Management)
Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | 8 Jahre |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 12 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Kurt Mortenson
- Persönliches Netzwerk
