Actieve functies van Chris Walling
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Stratos Wealth Partners Ltd.
Stratos Wealth Partners Ltd. Investment ManagersFinance Stratos Wealth Partners Ltd. (SWP) is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2008 by James Lupica and Jeffrey Concepcion. They are owned subsidiary of Stratos Intermediate Holdco LLC. SWP offers investment advisory services to individuals, individual retirement accounts (IRAs), banks and thrift institutions, pension and profit- sharing plans, including plans subject to Employee Retirement Income Security Act of 1974 (ERISA), trusts, estates, charitable organizations, corporations and other business entities. | Oprichter | 01-10-2008 | - |
Loopbaan van Chris Walling
Eerdere bekende functies van Chris Walling
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Smith Barney & Co., Inc. | Corporate Officer/Principal | - | - |
Opleiding van Chris Walling
Denison University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 4 |
Operationeel
Founder | 1 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Sectoraal
Finance | 3 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 2 |
---|---|
Stratos Wealth Partners Ltd.
Stratos Wealth Partners Ltd. Investment ManagersFinance Stratos Wealth Partners Ltd. (SWP) is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2008 by James Lupica and Jeffrey Concepcion. They are owned subsidiary of Stratos Intermediate Holdco LLC. SWP offers investment advisory services to individuals, individual retirement accounts (IRAs), banks and thrift institutions, pension and profit- sharing plans, including plans subject to Employee Retirement Income Security Act of 1974 (ERISA), trusts, estates, charitable organizations, corporations and other business entities. | Finance |
Smith Barney & Co., Inc. | Finance |
- Beurs
- Insiders
- Chris Walling
- Ervaring