Dan Moisand
Compliance Officer bij Moisand Fitzgerald Tamayo LLC
Actieve functies van Dan Moisand
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
Moisand Fitzgerald Tamayo LLC
 Moisand Fitzgerald Tamayo LLC Investment ManagersFinance Moisand Fitzgerald Tamayo LLC (MFT) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Daniel Moisand, Charles Fitzgerald and Ronald Tamayo in 1998 under a different name. MFT provides financial planning and wealth management to a select group of families around the US. | Compliance Officer | 01-01-2002 | - |
| Portefeuillebeheerder-Aandelen | 01-01-2002 | - |
Loopbaan van Dan Moisand
Eerdere bekende functies van Dan Moisand
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
| Foundation for Financial Planning | Directeur/Bestuurslid | 01-01-2014 | 01-01-2019 |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | President | - | - |
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Directeur/Bestuurslid | 01-01-2021 | 01-01-2022 |
| Voorzitter | 01-01-2022 | - |
Opleiding van Dan Moisand
| Florida State University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 6 |
Operationeel
| Director/Board Member | 2 |
| Compliance Officer | 1 |
| Portfolio Manager-Equities | 1 |
Sectoraal
| Commercial Services | 3 |
| Finance | 2 |
| Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Moisand Fitzgerald Tamayo LLC
Moisand Fitzgerald Tamayo LLC Investment ManagersFinance Moisand Fitzgerald Tamayo LLC (MFT) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Daniel Moisand, Charles Fitzgerald and Ronald Tamayo in 1998 under a different name. MFT provides financial planning and wealth management to a select group of families around the US. | Finance |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Commercial Services |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
| Foundation for Financial Planning |
- Beurs
- Insiders
- Dan Moisand
- Ervaring
