Loopbaan van Chad Daniel Roope
Eerdere bekende functies van Chad Daniel Roope
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
SEQUOIA FINANCIAL GROUP LIMITED | Chief Investment Officer | 23-11-2020 | 01-11-2022 |
Fundamentum LLC
Fundamentum LLC Investment ManagersFinance Fundamentum LLC is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2016 and is a subsidiary of Stratos Wealth Holdings LLC. Fundamentum acts as portfolio manager for wrap fee programs sponsored by its affiliated registered investment advisers. | Portefeuillebeheerder-Aandelen | - | 01-01-2020 |
ValMark Advisers, Inc.
ValMark Advisers, Inc. Investment ManagersFinance ValMark Advisers, Inc. is a registered investment advisor headquartered in Akron, Ohio. The firm was founded in 1997 and is a direct subsidiary of ValMark Investments LLC, ultimately held by ValMark Financial Group LLC. ValMark Advisers provides portfolio management services to individuals, which includes through trusts, estates, 401(k) plans and IRAs, high-net worth individuals, corporate pension and profit-sharing plans, corporations or other businesses, insurance companies and investment companies, charitable institutions, foundations, banks, governmental agencies, and endowments. | Portefeuillebeheerder-Aandelen | 04-05-2015 | 01-08-2016 |
Verkoop & Marketing | 04-05-2015 | 01-08-2016 |
Opleiding van Chad Daniel Roope
Western Carolina University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 4 |
Australië | 2 |
Operationeel
Portfolio Manager-Equities | 2 |
Sales & Marketing | 1 |
Undergraduate Degree | 1 |
Sectoraal
Finance | 4 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
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SEQUOIA FINANCIAL GROUP LIMITED | Finance |
Bedrijven in privébezit | 2 |
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ValMark Advisers, Inc.
ValMark Advisers, Inc. Investment ManagersFinance ValMark Advisers, Inc. is a registered investment advisor headquartered in Akron, Ohio. The firm was founded in 1997 and is a direct subsidiary of ValMark Investments LLC, ultimately held by ValMark Financial Group LLC. ValMark Advisers provides portfolio management services to individuals, which includes through trusts, estates, 401(k) plans and IRAs, high-net worth individuals, corporate pension and profit-sharing plans, corporations or other businesses, insurance companies and investment companies, charitable institutions, foundations, banks, governmental agencies, and endowments. | Finance |
Fundamentum LLC
Fundamentum LLC Investment ManagersFinance Fundamentum LLC is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2016 and is a subsidiary of Stratos Wealth Holdings LLC. Fundamentum acts as portfolio manager for wrap fee programs sponsored by its affiliated registered investment advisers. | Finance |
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