Chris Walters
Oficial de Cumplimiento en Wells Trecaso Financial Group LLC .
Cargos activos de Chris Walters
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
Wells Trecaso Financial Group LLC
 Wells Trecaso Financial Group LLC Investment ManagersFinance Wells Trecaso Financial Group LLC (WTFG) is an independent wealth management firm and SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Douglas Wells in 2017. WTFG offers advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Oficial de Cumplimiento | 01/12/2017 | - |
| Trading-Equity | 01/12/2017 | - | |
| Gestor de Cartera-Acciones | 01/12/2017 | - |
Historial de carrera de Chris Walters
Formación de Chris Walters.
| University of Akron | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 3 |
Operativa
| Compliance Officer | 1 |
| Trading-Equity | 1 |
| Portfolio Manager-Equities | 1 |
Sectorial
| Consumer Services | 2 |
| Finance | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
Wells Trecaso Financial Group LLC
Wells Trecaso Financial Group LLC Investment ManagersFinance Wells Trecaso Financial Group LLC (WTFG) is an independent wealth management firm and SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Douglas Wells in 2017. WTFG offers advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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