Loopbaan van Todd David Flynn
Eerdere bekende functies van Todd David Flynn
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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 | 01-07-2002 | 01-01-2022 |
| Portfolio Manager-Fixed Income | 01-07-2002 | 01-01-2022 |
Opleiding van Todd David Flynn
| University of Washington | Undergraduate Degree |
| Golden Gate University | Graduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 4 |
Operationeel
| Portfolio Manager-Equities | 1 |
| Portfolio Manager-Fixed Income | 1 |
| Undergraduate Degree | 1 |
Sectoraal
| Consumer Services | 3 |
| Finance | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
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 |
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