Kaliko Michelle Veiseh
Portefeuillebeheerder-Aandelen bij Soundmark Wealth Management LLC
Profiel
Ms. Kaliko M.
Veiseh is a Senior Wealth Advisor at Soundmark Wealth Management LLC.
She received her B.A.
Finance and Management from the University of Washington.
Actieve functies van Kaliko Michelle Veiseh
| Bedrijven | Functie | Begin |
|---|---|---|
Soundmark Wealth Management LLC
 Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | Portefeuillebeheerder-Aandelen | 01-03-2003 |
Opleiding van Kaliko Michelle Veiseh
| University of Washington | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 1 |
|---|---|
Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | Finance |
