![Dan Figliola](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Historial de carrera de Dan Figliola
Antiguos cargos conocidos de Dan Figliola.
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
Coldstream Capital Management, Inc.
![]() Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Gestor de Cartera-Acciones | 01/01/2008 | 31/10/2009 |
Portfolio Manager-Fixed Income | 01/01/2008 | 31/10/2009 |
Estadísticas
Internacional
Estados Unidos | 2 |
Operativa
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectorial
Finance | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 1 |
---|---|
Coldstream Capital Management, Inc.
![]() Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Finance |
- Bolsa de valores
- Insiders
- Dan Figliola
- Experiencia