Meagan D’Angelo
Analyst-Equity bei Colorado Financial Management LLC
Profil
Ms. Meagan D’Angelo is a Principal & Senior Financial Advisor at Colorado Financial Management LLC.
She joined Colorado Financial Management in 2003.
With over 15 years of financial industry experience, she serves as an active member of the Investment Committee, is involved in research, and provides financial counsel to individuals and families.
She received her BS in Business Administration and went on to complete a Master of Science in Personal Financial Planning from The University of Colorado.
Aktive Positionen von Meagan D’Angelo
| Unternehmen | Position | Beginn |
|---|---|---|
Colorado Financial Management LLC
 Colorado Financial Management LLC Investment ManagersFinance Colorado Financial Management LLC (CFM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boulder, Colorado. The firm was founded in 1988 and formerly known as Sargent Bickham Lagudis LLC. CFM offers customized investment management strategies and financial planning for individuals, families, and institutions. | Analyst-Equity | 01.01.2003 |
Ausbildung von Meagan D’Angelo
| The University of Colorado | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Colorado Financial Management LLC
Colorado Financial Management LLC Investment ManagersFinance Colorado Financial Management LLC (CFM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boulder, Colorado. The firm was founded in 1988 and formerly known as Sargent Bickham Lagudis LLC. CFM offers customized investment management strategies and financial planning for individuals, families, and institutions. | Finance |
