Profiel
Dan John Wyand worked as a Chief Financial Officer at The Eideard Group LLC and as a Wealth Strategist at BlueLine Advisors LLC.
He obtained an undergraduate degree from The College of William & Mary in 1997.
Eerdere bekende functies van Dan John Wyand
Bedrijven | Functie | Einde |
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BlueLine Advisors LLC
BlueLine Advisors LLC Investment ManagersFinance BlueLine Advisors LLC (BlueLine) is an independent SEC-registered asset management firm headquartered in Exeter, New Hampshire. The firm was founded by Daniel Wyand and Frank Sabin in 2012. BlueLine provides fee-based investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Financieel Directeur/CFO | - |
The Eideard Group LLC
The Eideard Group LLC Investment ManagersFinance The Eideard Group LLC (TEG) is a SEC-registered asset management firm headquartered in Bedford, New Hampshire. The firm was founded by John Aubin and Ronald Roberts in 2006 as R&A Capital Management LLC. They are a wholly-owned subsidiary of Roberts Asset Management LLC. TEG provides advisory services to ultra-high and high-net worth individuals and families, trusts, estates, charitable organizations, corporations, private investment funds, and other business entities. | Onderzoeksdirecteur - Fxd Inc | 05-03-2010 |
Opleiding van Dan John Wyand
The College of William & Mary | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
Bedrijven in privébezit | 2 |
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The Eideard Group LLC
The Eideard Group LLC Investment ManagersFinance The Eideard Group LLC (TEG) is a SEC-registered asset management firm headquartered in Bedford, New Hampshire. The firm was founded by John Aubin and Ronald Roberts in 2006 as R&A Capital Management LLC. They are a wholly-owned subsidiary of Roberts Asset Management LLC. TEG provides advisory services to ultra-high and high-net worth individuals and families, trusts, estates, charitable organizations, corporations, private investment funds, and other business entities. | Finance |
BlueLine Advisors LLC
BlueLine Advisors LLC Investment ManagersFinance BlueLine Advisors LLC (BlueLine) is an independent SEC-registered asset management firm headquartered in Exeter, New Hampshire. The firm was founded by Daniel Wyand and Frank Sabin in 2012. BlueLine provides fee-based investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |