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Meredith Miriam Rosen
Oficial de Cumplimiento en Bedell Frazier Investment Counselling LLC .
Cargos activos de Meredith Miriam Rosen
Empresas | Cargo | Inicio | Fin |
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Bedell Frazier Investment Counselling LLC
![]() Bedell Frazier Investment Counselling LLC Investment ManagersFinance Bedell Frazier Investment Counselling LLC (BFIC) is a SEC-registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Judith Bedell in 1975 as Bedell Investment Counselling LLC. They are a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. BFIC offers investment advisory services to individuals, trusts, estates, charitable organizations, corporations, pensions and profit-sharing plans, and other business entities. | Oficial de Cumplimiento | 01/09/2004 | - |
Director of Investments | - | - | |
Gestor de Cartera-Acciones | 01/09/2004 | - |
Historial de carrera de Meredith Miriam Rosen
Formación de Meredith Miriam Rosen.
Boston College | Undergraduate Degree |
University of San Francisco | Masters Business Admin |
Estadísticas
Internacional
Estados Unidos | 4 |
Operativa
Undergraduate Degree | 1 |
Masters Business Admin | 1 |
Compliance Officer | 1 |
Sectorial
Consumer Services | 3 |
Finance | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 1 |
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Bedell Frazier Investment Counselling LLC
![]() Bedell Frazier Investment Counselling LLC Investment ManagersFinance Bedell Frazier Investment Counselling LLC (BFIC) is a SEC-registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Judith Bedell in 1975 as Bedell Investment Counselling LLC. They are a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. BFIC offers investment advisory services to individuals, trusts, estates, charitable organizations, corporations, pensions and profit-sharing plans, and other business entities. | Finance |