Shrey Patel
Gestor de Cartera-Acciones en Estate Counselors LLC .
Cargos activos de Shrey Patel
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
Estate Counselors LLC
 Estate Counselors LLC Investment ManagersFinance Estate Counselors LLC, do-business-as The Milwaukee Co., is an independent, SEC-registered investment advisor and wealth management firm headquartered in Thiensville, Wisconsin. The firm was founded by Andrew J. Willms in 2004 formerly under the name of Willms, S.C. The Milwaukee Co. offers portfolio management services to individuals, trusts, investment entities, and charitable organizations. | Gestor de Cartera-Acciones | 01/01/2014 | - |
Historial de carrera de Shrey Patel
Formación de Shrey Patel.
| University of Pune | Undergraduate Degree |
| Stuart School of Business | Graduate Degree |
Estadísticas
Internacional
| Estados Unidos | 3 |
| India | 2 |
Operativa
| Portfolio Manager-Equities | 1 |
| Graduate Degree | 1 |
| Undergraduate Degree | 1 |
Sectorial
| Consumer Services | 3 |
| Finance | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
Estate Counselors LLC
Estate Counselors LLC Investment ManagersFinance Estate Counselors LLC, do-business-as The Milwaukee Co., is an independent, SEC-registered investment advisor and wealth management firm headquartered in Thiensville, Wisconsin. The firm was founded by Andrew J. Willms in 2004 formerly under the name of Willms, S.C. The Milwaukee Co. offers portfolio management services to individuals, trusts, investment entities, and charitable organizations. | Finance |
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