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Chole Kirwan
Directeur des opérations chez Reston Wealth Management LLC
Postes actifs de Chole Kirwan
Sociétés | Poste | Début | Fin |
---|---|---|---|
Reston Wealth Management LLC
![]() Reston Wealth Management LLC Investment ManagersFinance Reston Wealth Management LLC (RWM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Reston, Virginia. The firm was founded by Robert “Bob” Tucker in 2003. RWM provides personalized service and financial advice to a wide variety of clients. Their core clientele is high-net-worth families, which includes executives, senior managers, and business owners. | Directeur des opérations | 01/03/2011 | - |
Gestionnaire de Portefeuille-Actions | 01/03/2011 | - |
Historique de carrière de Chole Kirwan
Anciens postes connus de Chole Kirwan
Sociétés | Poste | Début | Fin |
---|---|---|---|
LPL Financial LLC
![]() LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | 06/05/2010 | 06/01/2017 |
Formation de Chole Kirwan
University of Virgin Islands | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 3 |
Opérationnelle
Chief Operating Officer | 1 |
Portfolio Manager-Equities | 1 |
Corporate Officer/Principal | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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Reston Wealth Management LLC
![]() Reston Wealth Management LLC Investment ManagersFinance Reston Wealth Management LLC (RWM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Reston, Virginia. The firm was founded by Robert “Bob” Tucker in 2003. RWM provides personalized service and financial advice to a wide variety of clients. Their core clientele is high-net-worth families, which includes executives, senior managers, and business owners. | Finance |
LPL Financial LLC
![]() LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
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