Chole Kirwan

Operationeel Directeur bij Reston Wealth Management LLC

Finance

Consumer Services

Actieve functies van Chole Kirwan

Bedrijven	Functie	Begin	Einde
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.	Operationeel Directeur	01-03-2011	-
	Portefeuillebeheerder-Aandelen	01-03-2011	-

Bedrijven	Functie	Begin	Einde
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

University of Virgin Islands

Undergraduate Degree

Internationaal

Verenigde Staten	3

Operationeel

Chief Operating Officer	1
Portfolio Manager-Equities	1
Corporate Officer/Principal	1

Sectoraal

Finance	3
Consumer Services	2

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Bedrijven in privébezit	2
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
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

Bedrijven in privébezit

Finance