Peggy Miller Ruhlin
Directeur/Bestuurslid bij Certified Financial Planner Board of Standards, Inc.
Actieve functies van Peggy Miller Ruhlin
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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 | - | - |
Loopbaan van Peggy Miller Ruhlin
Eerdere bekende functies van Peggy Miller Ruhlin
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
BRR Opco LLC
 BRR Opco LLC Investment ManagersFinance BRR Opco LLC (BRR) is a wealth management firm headquartered in Columbus, Ohio. The firm was founded by Jim Budros in 1979 as Budros, Ruhlin & Roe, Inc., which serves as their current trade name. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. BRR primarily provides wealth management services to high-net-worth individuals and their associated entities, trusts, and estates. | Directeur/Bestuurslid | 01-02-2019 | 01-01-2022 |
| Algemeen Directeur | 01-09-1987 | 01-02-2019 | |
| Operationeel Directeur | 01-09-1987 | - | |
| Financieel Directeur/CFO | 01-09-1987 | - | |
| The International Association for Financial Planning | Voorzitter | 01-01-2006 | - |
| President | 01-01-2006 | - | |
| Foundation for Financial Planning | Corporate Officer/Principal | - | - |
Opleiding van Peggy Miller Ruhlin
| Otterbein College | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 6 |
Operationeel
| Director/Board Member | 2 |
| Chief Executive Officer | 1 |
| Chief Operating Officer | 1 |
Sectoraal
| Finance | 2 |
| Consumer Services | 2 |
| Commercial Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
BRR Opco LLC
BRR Opco LLC Investment ManagersFinance BRR Opco LLC (BRR) is a wealth management firm headquartered in Columbus, Ohio. The firm was founded by Jim Budros in 1979 as Budros, Ruhlin & Roe, Inc., which serves as their current trade name. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. BRR primarily provides wealth management services to high-net-worth individuals and their associated entities, trusts, and estates. | Finance |
| Foundation for Financial Planning | |
| The International Association for Financial Planning | |
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 |
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