Profiel
Bill Billimoria worked as the President of Billimoria Wealth Management, Inc. from 1982 to 2004.
He then worked as a Senior Financial Advisor & Portfolio Manager at Summit Wealth Management, Inc. from 2004 to 2012.
Billimoria obtained an undergraduate degree from the Illinois Institute of Technology and an MBA from The University of Chicago.
Eerdere bekende functies van Bill Billimoria
| Bedrijven | Functie | Einde |
|---|---|---|
Summit Wealth Management, Inc.
 Summit Wealth Management, Inc. Investment ManagersFinance Founded in 1987, Summit Wealth Management, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of National Advisory Services, Inc. The firm provides wealth management and investment management services primarily to individuals. They also provide investment management services to other types of clients such as charitable organizations, trusts, foundations, pension and profit-sharing plans and business entities. | Chief Investment Officer | 17-06-2011 |
Billimoria Wealth Management, Inc.
 Billimoria Wealth Management, Inc. Investment ManagersFinance Founded by Farokh Billimoria, Billimoria Wealth Management, Inc. is an investment advisor located in Schaumburg, Illinois. | President | - |
Opleiding van Bill Billimoria
| Illinois Institute of Technology | Undergraduate Degree |
| The University of Chicago | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Billimoria Wealth Management, Inc.
Billimoria Wealth Management, Inc. Investment ManagersFinance Founded by Farokh Billimoria, Billimoria Wealth Management, Inc. is an investment advisor located in Schaumburg, Illinois. | Finance |
Summit Wealth Management, Inc.
Summit Wealth Management, Inc. Investment ManagersFinance Founded in 1987, Summit Wealth Management, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of National Advisory Services, Inc. The firm provides wealth management and investment management services primarily to individuals. They also provide investment management services to other types of clients such as charitable organizations, trusts, foundations, pension and profit-sharing plans and business entities. | Finance |
