Perfil
Amy Beth Weldele worked as a Senior Wealth Manager at BRR Opco LLC from 1998 to 2019.
Prior to that, she worked as a Principal at Lutheran Brotherhood and as a Treasurer at Ohio Wesleyan University.
She obtained her undergraduate degree from Ohio Wesleyan University in 1998.
Antiguos cargos conocidos de Amy Beth Weldele.
| Empresas | Cargo | Fin |
|---|---|---|
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. | Gestor de Cartera-Acciones | 21/05/2019 |
| Lutheran Brotherhood | Corporate Officer/Principal | - |
| Ohio Wesleyan University | Corporate Officer/Principal | - |
Formación de Amy Beth Weldele.
| Ohio Wesleyan University | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
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 |
| Lutheran Brotherhood | Miscellaneous |
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- Amy Beth Weldele
