Profiel
Mr. Bob Loewens is an Equity Analyst at CWM LLC.
Prior to joining Carson Wealth, Mr. Loewens spent nearly four years at a consulting firm focusing on the electronic payments industry.
His responsibilities included various financial analyses and client-specific projects.
Projects ranged from regular quarterly reports to support in asset and business valuations and ad-hoc client directed projects
Mr. Loewens received his BS in Finance minor in Accounting from the University of Nebraska.
Eerdere bekende functies van Bob Loewens
| Bedrijven | Functie | Einde |
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CWM LLC
 CWM LLC Investment ManagersFinance CWM LLC is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2010 and is a wholly-owned subsidiary of Carson Group Holdings LLC. CWM manages investment portfolios for individual clients, high net-worth families, foundations, endowments, and institutional investors. They also provide personal financial planning and investment advice. | Analyst-Equity | - |
Opleiding van Bob Loewens
| University of Nebraska | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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CWM LLC
CWM LLC Investment ManagersFinance CWM LLC is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2010 and is a wholly-owned subsidiary of Carson Group Holdings LLC. CWM manages investment portfolios for individual clients, high net-worth families, foundations, endowments, and institutional investors. They also provide personal financial planning and investment advice. | Finance |
