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Actieve functies van Amir Ali Monsefi
Bedrijven | Functie | Begin | Einde |
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AIRE Advisors LLC
![]() AIRE Advisors LLC Investment ManagersFinance AIRE Advisors LLC (AIRE) is an independent registered investment advisor and wealth management firm headquartered in Beverly Hills, California. The firm was co-founded by Amir Monsefi and Sharon Nassir in 2020. AIRE provides asset management and financial planning or consulting services to individual and institutional clients. | Algemeen Directeur | 01-01-2020 | - |
Compliance Officer | 01-01-2020 | - | |
Oprichter | 01-01-2020 | - |
Loopbaan van Amir Ali Monsefi
Eerdere bekende functies van Amir Ali Monsefi
Bedrijven | Functie | Begin | Einde |
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Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Corporate Officer/Principal | 01-12-2011 | 01-01-2020 |
UBS AG (New York)
![]() UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Corporate Officer/Principal | 01-12-2006 | 01-12-2011 |
TD Ameritrade, Inc.
![]() TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Corporate Officer/Principal | 01-08-1995 | 01-12-2006 |
Opleiding van Amir Ali Monsefi
Brandeis University | Undergraduate Degree |
UCLA Anderson School of Management | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 7 |
Operationeel
Corporate Officer/Principal | 3 |
Chief Executive Officer | 1 |
Compliance Officer | 1 |
Sectoraal
Finance | 5 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 4 |
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UBS AG (New York)
![]() UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Finance |
TD Ameritrade, Inc.
![]() TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
AIRE Advisors LLC
![]() AIRE Advisors LLC Investment ManagersFinance AIRE Advisors LLC (AIRE) is an independent registered investment advisor and wealth management firm headquartered in Beverly Hills, California. The firm was co-founded by Amir Monsefi and Sharon Nassir in 2020. AIRE provides asset management and financial planning or consulting services to individual and institutional clients. | Finance |
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