Karriereverlauf von Sara Brittany Kalsman
Ehemalige bekannte Positionen von Sara Brittany Kalsman
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Reilly Financial Advisors LLC
 Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Analyst-Equity | 01.07.2013 | 19.02.2016 |
| Analyst-Festverzinsliche Wertpapiere | 01.07.2013 | 19.02.2016 | |
| Portfolio Manager-Aktien | 01.07.2013 | 19.02.2016 | |
| Portfolio Manager-Fixed Income | 01.07.2013 | 19.02.2016 |
Ausbildung von Sara Brittany Kalsman
| San Diego State University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 3 |
Operativ
| Analyst-Equity | 1 |
| Analyst-Fixed Income | 1 |
| Portfolio Manager-Equities | 1 |
Sektoral
| Finance | 2 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Reilly Financial Advisors LLC
Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Finance |
- Börse
- Insiders
- Sara Brittany Kalsman
- Erfahrung
