Cargos activos de Doug Wells
| 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. | Director de Inversiones | 01/11/2017 | - |
| Fundador | 01/11/2017 | - | |
| Jefe de Banca Privada | 01/11/2017 | - |
Historial de carrera de Doug Wells
Formación de Doug Wells.
| Fisher College of Business | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 3 |
Operativa
| Chief Investment Officer | 1 |
| Founder | 1 |
| Head of Private Banking | 1 |
Sectorial
| Finance | 2 |
| Consumer Services | 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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