Historial de carrera de Gordon Levi Nelson
Antiguos cargos conocidos de Gordon Levi Nelson.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
Keystone Wealth Advisors LLC
 Keystone Wealth Advisors LLC Investment ManagersFinance Keystone Wealth Advisors LLC (KWA) is an independent asset management firm headquartered in Logan, Utah. KWA was founded in 2011 and provides portfolio management services and financial planning services to individuals, high-net worth individuals, small businesses, trusts, and other entities. Portfolio management services can be provided for taxable and retirement accounts, such as IRAs that are self-directed. | Director Ejecutivo | 01/05/2011 | 01/02/2023 |
| Gestor de Cartera-Acciones | 01/05/2011 | 01/02/2023 | |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 31/12/2002 | 31/12/2002 |
Formación de Gordon Levi Nelson.
| Utah State University | Graduate Degree |
Estadísticas
Internacional
| Estados Unidos | 4 |
Operativa
| Graduate Degree | 1 |
| Corporate Officer/Principal | 1 |
| Chief Executive Officer | 1 |
Sectorial
| Finance | 3 |
| Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
| Merrill Lynch & Co., Inc. | Finance |
Keystone Wealth Advisors LLC
Keystone Wealth Advisors LLC Investment ManagersFinance Keystone Wealth Advisors LLC (KWA) is an independent asset management firm headquartered in Logan, Utah. KWA was founded in 2011 and provides portfolio management services and financial planning services to individuals, high-net worth individuals, small businesses, trusts, and other entities. Portfolio management services can be provided for taxable and retirement accounts, such as IRAs that are self-directed. | Finance |
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