Profiel
Mr. Rodney S.
Coleman is President & Senior Financial Advisor at SYM Financial Corp.
He oversees SYM's broad offerings including portfolio management, financial planning, estate planning, risk management, and insurance solutions for affluent families, as well as portfolio management and advisement for nonprofit organizations and group retirement plans.
Mr. Coleman received his Bachelor of Science in economics in U.S.
Naval Academy and received Master of Business Administration in University of Chicago, Booth School of Business.
Actieve functies van Rod Coleman
| Bedrijven | Functie | Begin |
|---|---|---|
SYM Financial Corp.
 SYM Financial Corp. Investment ManagersFinance SYM Financial Corp. (dba SYM Financial Advisors) is an independent, SEC-registered investment advisor headquartered in Winona Lake, Indiana. Founded in 1968, the firm provides advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities. | President | 01-05-2000 |
Opleiding van Rod Coleman
| The University of Chicago | Masters Business Admin |
| United States Naval Academy | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
SYM Financial Corp.
SYM Financial Corp. Investment ManagersFinance SYM Financial Corp. (dba SYM Financial Advisors) is an independent, SEC-registered investment advisor headquartered in Winona Lake, Indiana. Founded in 1968, the firm provides advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities. | Finance |
