Kaliko Michelle Veiseh
Portefeuillebeheerder-Aandelen bij Soundmark Wealth Management LLC
Actieve functies van Kaliko Michelle Veiseh
Bedrijven | Functie | Begin | Einde |
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Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | Portefeuillebeheerder-Aandelen | 01-03-2003 | - |
Portfolio Manager-Fixed Income | 01-03-2003 | - |
Loopbaan van Kaliko Michelle Veiseh
Opleiding van Kaliko Michelle Veiseh
University of Washington | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 3 |
Operationeel
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Undergraduate Degree | 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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Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | Finance |