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Loopbaan van Sarah E. Rodriguez
Eerdere bekende functies van Sarah E. Rodriguez
Bedrijven | Functie | Begin | Einde |
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John Hancock Annuities
![]() John Hancock Annuities Life/Health InsuranceFinance John Hancock Annuities business includes fixed and variable annuities, immediate annuities, structured settlements and institutional fixed products. The company is headquartered in Boston, MA. | Corporate Officer/Principal | 30-09-2011 | 30-09-2011 |
Lara, May & Associates LLC
![]() Lara, May & Associates LLC Investment ManagersFinance Lara, May & Associates LLC is a registered investment advisor headquartered in Falls Church, Virginia. The firm was founded Lara, May & Associates in 1981. On October 1, 2007 Lara, May & Associates LLC was established and became a wholly-owned subsidiary of Focus Operating LLC, which is a wholly-owned subsidiary of Focus Financial Partners LLC. Lara, May They provide wealth management and financial planning services to individuals, high net worth individuals, home owner associations, businesses, corporate pension and profit-sharing plans, ERISA plans, charitable institutions, foundations, endowments, and trusts. Lara, May & Associates offers the custodial services of RBC Correspondent Services, Charles Schwab, Fidelity/Morningstar and TD Ameritrade. | Verkoop & Marketing | 01-10-2011 | - |
Opleiding van Sarah E. Rodriguez
Texas A&M University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 4 |
Operationeel
Sales & Marketing | 1 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Sectoraal
Finance | 3 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 2 |
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Lara, May & Associates LLC
![]() Lara, May & Associates LLC Investment ManagersFinance Lara, May & Associates LLC is a registered investment advisor headquartered in Falls Church, Virginia. The firm was founded Lara, May & Associates in 1981. On October 1, 2007 Lara, May & Associates LLC was established and became a wholly-owned subsidiary of Focus Operating LLC, which is a wholly-owned subsidiary of Focus Financial Partners LLC. Lara, May They provide wealth management and financial planning services to individuals, high net worth individuals, home owner associations, businesses, corporate pension and profit-sharing plans, ERISA plans, charitable institutions, foundations, endowments, and trusts. Lara, May & Associates offers the custodial services of RBC Correspondent Services, Charles Schwab, Fidelity/Morningstar and TD Ameritrade. | Finance |
John Hancock Annuities
![]() John Hancock Annuities Life/Health InsuranceFinance John Hancock Annuities business includes fixed and variable annuities, immediate annuities, structured settlements and institutional fixed products. The company is headquartered in Boston, MA. | Finance |
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