Historial de carrera de Chad Daniel Roope
Antiguos cargos conocidos de Chad Daniel Roope.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
| SEQUOIA FINANCIAL GROUP LIMITED | Director de Inversiones | 23/11/2020 | 01/11/2022 |
Fundamentum LLC
 Fundamentum LLC Investment ManagersFinance Fundamentum LLC is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2016 and is a subsidiary of Stratos Wealth Holdings LLC. Fundamentum acts as portfolio manager for wrap fee programs sponsored by its affiliated registered investment advisers. | Gestor de Cartera-Acciones | - | 01/01/2020 |
ValMark Advisers, Inc.
 ValMark Advisers, Inc. Investment ManagersFinance ValMark Advisers, Inc. is a registered investment advisor headquartered in Akron, Ohio. The firm was founded in 1997 and is a direct subsidiary of ValMark Investments LLC, ultimately held by ValMark Financial Group LLC. ValMark Advisers provides portfolio management services to individuals, which includes through trusts, estates, 401(k) plans and IRAs, high-net worth individuals, corporate pension and profit-sharing plans, corporations or other businesses, insurance companies and investment companies, charitable institutions, foundations, banks, governmental agencies, and endowments. | Gestor de Cartera-Acciones | 04/05/2015 | 01/08/2016 |
| Ventas & Marketing | 04/05/2015 | 01/08/2016 |
Formación de Chad Daniel Roope.
| Western Carolina University | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 4 |
| Australia | 2 |
Operativa
| Portfolio Manager-Equities | 2 |
| Sales & Marketing | 1 |
| Undergraduate Degree | 1 |
Sectorial
| Finance | 4 |
| Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas cotizadas | 1 |
|---|---|
| SEQUOIA FINANCIAL GROUP LIMITED | Finance |
| Empresas privadas | 2 |
|---|---|
ValMark Advisers, Inc.
ValMark Advisers, Inc. Investment ManagersFinance ValMark Advisers, Inc. is a registered investment advisor headquartered in Akron, Ohio. The firm was founded in 1997 and is a direct subsidiary of ValMark Investments LLC, ultimately held by ValMark Financial Group LLC. ValMark Advisers provides portfolio management services to individuals, which includes through trusts, estates, 401(k) plans and IRAs, high-net worth individuals, corporate pension and profit-sharing plans, corporations or other businesses, insurance companies and investment companies, charitable institutions, foundations, banks, governmental agencies, and endowments. | Finance |
Fundamentum LLC
Fundamentum LLC Investment ManagersFinance Fundamentum LLC is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2016 and is a subsidiary of Stratos Wealth Holdings LLC. Fundamentum acts as portfolio manager for wrap fee programs sponsored by its affiliated registered investment advisers. | Finance |
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