Profil
Ms. Leda Simonsen is Client Relations Manager at Collins & Co. LLC.
She brings extensive of management experience and a long history of community involvement in Marin County.
Ms. Simonsen received her Bachelor of Arts degree from Dominican University of California, and her Master’s Degree from Simmons College in Boston.
Anciens postes connus de Leda Simonsen
| Sociétés | Poste | Fin |
|---|---|---|
Relevant Wealth Advisors LLC
 Relevant Wealth Advisors LLC Investment ManagersFinance Relevant Wealth Advisors LLC (Relevant Wealth) is an independent SEC-registered investment advisor headquartered in Mill Valley, California. The firm was founded in 1962 as Collins & Co., LLC. Relevant Wealth provides portfolio management and wealth management services directly to individuals and institutional clients. The firm is also the sponsor and portfolio manager of a wrap-fee program in which most of their advisory clients are invested. | Sales & Marketing | 30/10/2011 |
Formation de Leda Simonsen
| Dominican University of California | Undergraduate Degree |
| Simmons University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Relevant Wealth Advisors LLC
Relevant Wealth Advisors LLC Investment ManagersFinance Relevant Wealth Advisors LLC (Relevant Wealth) is an independent SEC-registered investment advisor headquartered in Mill Valley, California. The firm was founded in 1962 as Collins & Co., LLC. Relevant Wealth provides portfolio management and wealth management services directly to individuals and institutional clients. The firm is also the sponsor and portfolio manager of a wrap-fee program in which most of their advisory clients are invested. | Finance |
