Loopbaan van Dan Roe
Eerdere bekende functies van Dan Roe
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
BRR Opco LLC
 BRR Opco LLC Investment ManagersFinance BRR Opco LLC (BRR) is a wealth management firm headquartered in Columbus, Ohio. The firm was founded by Jim Budros in 1979 as Budros, Ruhlin & Roe, Inc., which serves as their current trade name. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. BRR primarily provides wealth management services to high-net-worth individuals and their associated entities, trusts, and estates. | Algemeen Directeur | 01-02-2019 | 01-01-2022 |
| Chief Investment Officer | 01-04-1996 | 01-01-2022 | |
| Hoofd van Private Banking | 01-04-1996 | 01-01-2022 |
Opleiding van Dan Roe
| University of Miami | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 3 |
Operationeel
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
| Head of Private Banking | 1 |
Sectoraal
| Finance | 2 |
| Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
BRR Opco LLC
BRR Opco LLC Investment ManagersFinance BRR Opco LLC (BRR) is a wealth management firm headquartered in Columbus, Ohio. The firm was founded by Jim Budros in 1979 as Budros, Ruhlin & Roe, Inc., which serves as their current trade name. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. BRR primarily provides wealth management services to high-net-worth individuals and their associated entities, trusts, and estates. | Finance |
