Historial de carrera de Rich Erwin
Antiguos cargos conocidos de Rich Erwin.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
Exencial Wealth Advisors LLC
 Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | Analyst-Equity | 01/01/2013 | 01/02/2023 |
| Gestor de Cartera-Acciones | 01/01/2013 | 01/02/2023 | |
Investors Asset Management, Inc.
 Investors Asset Management, Inc. Investment ManagersFinance Founded in 1983, Investors Asset Management, Inc. (IAM) is a registered investment advisor based in Plano, Texas. Their clients include individuals, trusts, institutions and retirement plans. | Director de Inversiones | 31/12/2012 | 31/12/2012 |
| Fundador | 31/12/2012 | 31/12/2012 | |
| Gestor de Cartera-Acciones | 31/12/2012 | 31/12/2012 | |
| Portfolio Manager-Fixed Income | 31/12/2012 | 31/12/2012 | |
| Presidente | - | 31/12/2012 |
Formación de Rich Erwin.
| Principia College | Undergraduate Degree |
| Babson College | Masters Business Admin |
Estadísticas
Internacional
| Estados Unidos | 5 |
Operativa
| Portfolio Manager-Equities | 2 |
| Chief Investment Officer | 1 |
| Founder | 1 |
Sectorial
| Finance | 3 |
| Consumer Services | 3 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Investors Asset Management, Inc.
Investors Asset Management, Inc. Investment ManagersFinance Founded in 1983, Investors Asset Management, Inc. (IAM) is a registered investment advisor based in Plano, Texas. Their clients include individuals, trusts, institutions and retirement plans. | Finance |
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | Finance |
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