Historial de carrera de Marianne Rodriguez
Antiguos cargos conocidos de Marianne Rodriguez.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
Round Table Services LLC
 Round Table Services LLC Investment ManagersFinance Round Table Services LLC, do-business-as Round Table Wealth Management (RTWM), is a SEC-registered investment advisory and wealth management firm headquartered in Westfield, New Jersey. The firm was founded in 1999 by Steven Giacona. In 2022, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. RTWM provides investment and financial advisory services to high net-worth individuals and families, trusts, estates, charitable organizations which includes family foundations, pensions and profit-sharing plans and corporations. | Gestor de Cartera-Acciones | 01/09/2020 | 01/12/2022 |
Formación de Marianne Rodriguez.
| Universidad Iberoamericana | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 2 |
| México | 2 |
Operativa
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Sectorial
| Finance | 2 |
| Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
Round Table Services LLC
Round Table Services LLC Investment ManagersFinance Round Table Services LLC, do-business-as Round Table Wealth Management (RTWM), is a SEC-registered investment advisory and wealth management firm headquartered in Westfield, New Jersey. The firm was founded in 1999 by Steven Giacona. In 2022, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. RTWM provides investment and financial advisory services to high net-worth individuals and families, trusts, estates, charitable organizations which includes family foundations, pensions and profit-sharing plans and corporations. | Finance |
- Bolsa de valores
- Insiders
- Marianne Rodriguez
- Experiencia
