Tracy Aguirre
Geen lopende functies
Profiel
Ms. Tracy is a Registered Investment Advisor and her responsibilities include all phases of client reports.
Her previous work includes years of experience in reporting and billing.
Ms. Aguirre received her B.S.B.A in Finance from Oklahoma State University-Tulsa.
Eerdere bekende functies van Tracy Aguirre
| Bedrijven | Functie | Einde |
|---|---|---|
Mariner Wealth Advisors-Oklahoma LLC
 Mariner Wealth Advisors-Oklahoma LLC Investment ManagersFinance Mariner Wealth Advisors-Oklahoma LLC (MWAO) is an investment advisory firm headquartered in Tulsa, Oklahoma. It is majority owned by Mariner LL, which is owned by Mariner Wealth Advisors LLC. The firm was founded as Adams Hall Wealth Advisors LLC in 1997 and became part of the Mariner family in 2012. MWAO provides personal financial planning, consulting, and investment management services to individuals, including high net-worth individuals and very high net-worth families, pension and profit-sharing plans, charitable organizations, corporations and other business entities. | Corporate Officer/Principal | 30-06-2010 |
Opleiding van Tracy Aguirre
| Oklahoma State University-Tulsa | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Mariner Wealth Advisors-Oklahoma LLC
Mariner Wealth Advisors-Oklahoma LLC Investment ManagersFinance Mariner Wealth Advisors-Oklahoma LLC (MWAO) is an investment advisory firm headquartered in Tulsa, Oklahoma. It is majority owned by Mariner LL, which is owned by Mariner Wealth Advisors LLC. The firm was founded as Adams Hall Wealth Advisors LLC in 1997 and became part of the Mariner family in 2012. MWAO provides personal financial planning, consulting, and investment management services to individuals, including high net-worth individuals and very high net-worth families, pension and profit-sharing plans, charitable organizations, corporations and other business entities. | Finance |
