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Kristin V. Dunlevy
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Perfil
Kristin V.
Dunlevy worked as a Senior Qualified Plan Consultant at ARGI Investment Services LLC from 2013 to 2015.
She obtained an undergraduate degree from the University of Louisville.
Antiguos cargos conocidos de Kristin V. Dunlevy.
Empresas | Cargo | Fin |
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ARGI Investment Services LLC
![]() ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Gestor de Cartera-Acciones | 01/04/2015 |
Formación de Kristin V. Dunlevy.
University of Louisville | Undergraduate Degree |
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Empresas privadas | 1 |
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ARGI Investment Services LLC
![]() ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Finance |
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