Beth Poggi
No más puestos en curso
Perfil
Mary Elizabeth Poggi worked as a Principal at C.E.
Unterberg, Towbin Holdings, Inc. and Smith Barney & Co., Inc. She also worked as the Head of Research at Alpha Omega Wealth Management LLC.
Poggi received her undergraduate degree from Cornell University and her MBA from Columbia Business School.
Antiguos cargos conocidos de Beth Poggi.
| Empresas | Cargo | Fin |
|---|---|---|
Alpha Omega Wealth Management LLC
 Alpha Omega Wealth Management LLC Investment ManagersFinance Alpha Omega Wealth Management LLC (Alpha Omega) is a SEC-registered investment adviser headquartered in Richmond, Virginia. The firm was founded in 2009 by Craig Forbes, LeAnn G. Mitchell and William “Art” Washburn. The firm is a subsidiary of AO Wealth Holding Co. LLC. Alpha Omega provides discretionary and/or non-discretionary investment advisory services to individuals, business entities, trusts, estates, and charitable organizations. | Director de Investigación - Acciones | 01/04/2018 |
C.E. Unterberg, Towbin Holdings, Inc.
 C.E. Unterberg, Towbin Holdings, Inc. Investment ManagersFinance Part of Canaccord Genuity Group, Inc., C.E. Unterberg, Towbin Holdings, Inc. provides financial advisory services. The company is based in New York, NY. | Corporate Officer/Principal | - |
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Formación de Beth Poggi.
| Cornell University | Undergraduate Degree |
| Columbia Business School | Masters Business Admin |
Experiencias
Funciones ocupadas
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Alpha Omega Wealth Management LLC
Alpha Omega Wealth Management LLC Investment ManagersFinance Alpha Omega Wealth Management LLC (Alpha Omega) is a SEC-registered investment adviser headquartered in Richmond, Virginia. The firm was founded in 2009 by Craig Forbes, LeAnn G. Mitchell and William “Art” Washburn. The firm is a subsidiary of AO Wealth Holding Co. LLC. Alpha Omega provides discretionary and/or non-discretionary investment advisory services to individuals, business entities, trusts, estates, and charitable organizations. | Finance |
| Smith Barney & Co., Inc. | Finance |
C.E. Unterberg, Towbin Holdings, Inc.
C.E. Unterberg, Towbin Holdings, Inc. Investment ManagersFinance Part of Canaccord Genuity Group, Inc., C.E. Unterberg, Towbin Holdings, Inc. provides financial advisory services. The company is based in New York, NY. | Finance |
- Bolsa de valores
- Insiders
- Beth Poggi
