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Actieve functies van Doug Wells
Bedrijven | Functie | Begin | Einde |
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Wells Trecaso Financial Group LLC
![]() Wells Trecaso Financial Group LLC Investment ManagersFinance Wells Trecaso Financial Group LLC (WTFG) is an independent wealth management firm and SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Douglas Wells in 2017. WTFG offers advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Chief Investment Officer | 01-11-2017 | - |
Oprichter | 01-11-2017 | - | |
Hoofd van Private Banking | 01-11-2017 | - |
Loopbaan van Doug Wells
Opleiding van Doug Wells
Fisher College of Business | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 3 |
Operationeel
Chief Investment Officer | 1 |
Founder | 1 |
Head of Private Banking | 1 |
Sectoraal
Finance | 2 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 1 |
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Wells Trecaso Financial Group LLC
![]() Wells Trecaso Financial Group LLC Investment ManagersFinance Wells Trecaso Financial Group LLC (WTFG) is an independent wealth management firm and SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Douglas Wells in 2017. WTFG offers advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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