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Danielle Jolin
Corporate Officer/Principal en Atlas Private Wealth Management LLC .
Cargos activos de Danielle Jolin
Empresas | Cargo | Inicio | Fin |
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Atlas Private Wealth Management LLC
![]() Atlas Private Wealth Management LLC Investment ManagersFinance Atlas Private Wealth Management (Atlas) is a registered wealth management firm headquartered in Albany, New York. The firm was founded by Donald D. Dion in 1995 as Dion Money Management, Inc. They are a subsidiary of Connectus Group LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). Atlas provides wealth management services, as well as investment management, personal financial planning, and retirement planning services for a variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations and small-business entities, charitable institutions, foundations, and trusts. | Corporate Officer/Principal | 01/01/2020 | - |
Analyst-Equity | - | - | |
Trading-Equity | - | - |
Historial de carrera de Danielle Jolin
Formación de Danielle Jolin.
Hudson Valley Community College | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 3 |
Operativa
Undergraduate Degree | 1 |
Analyst-Equity | 1 |
Trading-Equity | 1 |
Sectorial
Consumer Services | 2 |
Finance | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 1 |
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Atlas Private Wealth Management LLC
![]() Atlas Private Wealth Management LLC Investment ManagersFinance Atlas Private Wealth Management (Atlas) is a registered wealth management firm headquartered in Albany, New York. The firm was founded by Donald D. Dion in 1995 as Dion Money Management, Inc. They are a subsidiary of Connectus Group LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). Atlas provides wealth management services, as well as investment management, personal financial planning, and retirement planning services for a variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations and small-business entities, charitable institutions, foundations, and trusts. | Finance |
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