Dan Ciez
Algemeen Directeur bij Jacksonville Wealth Management LLC
Actieve functies van Dan Ciez
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
Jacksonville Wealth Management LLC
 Jacksonville Wealth Management LLC Investment ManagersFinance Jacksonville Wealth Management LLC provides comprehensive investment management and retirement planning services for families, retirees, and business owners. The private company is based in Jacksonville, FL. The company's holistic approach guides clients through all aspects of financial planning, including planning, investing, retiring, and endowing. The firm's guiding principles, including shared values, service values, investment philosophy, mission statement, and the 75 things they do for every client, ensure an exceptional client experience. The company was founded in 2013, and Daniel Martin Ciez has been the CEO since then. | Algemeen Directeur | 01-09-2013 | - |
| Compliance Officer | 01-09-2013 | - | |
| President | 01-09-2013 | - |
Loopbaan van Dan Ciez
Opleiding van Dan Ciez
| University of Florida | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 3 |
Operationeel
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| President | 1 |
Sectoraal
| Finance | 2 |
| Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Jacksonville Wealth Management LLC
Jacksonville Wealth Management LLC Investment ManagersFinance Jacksonville Wealth Management LLC provides comprehensive investment management and retirement planning services for families, retirees, and business owners. The private company is based in Jacksonville, FL. The company's holistic approach guides clients through all aspects of financial planning, including planning, investing, retiring, and endowing. The firm's guiding principles, including shared values, service values, investment philosophy, mission statement, and the 75 things they do for every client, ensure an exceptional client experience. The company was founded in 2013, and Daniel Martin Ciez has been the CEO since then. | Finance |
