James Robin Goodfellow Skjong
Compliance Officer bij Ulland Investment Advisors LLC
Profiel
Mr. James R.
Skjong is a Director of Trading, Compliance & Operations at Ulland Investment Advisors LLC.
He handles portfolio administration, compliance and firm trading duties.
Prior to joining the firm in January 2005, Mr. Skjong spent two years at Ameriprise Financial working in the company’s mutual fund product group.
He graduated from Carleton College with a B.A.
in Political Science and a concentration in Political Economy.
Mr. Skjong has his NASD Series 65 license.
Actieve functies van James Robin Goodfellow Skjong
Bedrijven | Functie | Begin |
---|---|---|
Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | Compliance Officer | - |
Eerdere bekende functies van James Robin Goodfellow Skjong
Bedrijven | Functie | Einde |
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AMERIPRISE FINANCIAL, INC. | Corporate Officer/Principal | - |
Opleiding van James Robin Goodfellow Skjong
Carleton College | Undergraduate Degree |
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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Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
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AMERIPRISE FINANCIAL, INC. | Finance |
Bedrijven in privébezit | 1 |
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Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | Finance |