Historique de carrière de Chad Daniel Roope
Anciens postes connus de Chad Daniel Roope
Sociétés | Poste | Début | Fin |
---|---|---|---|
SEQUOIA FINANCIAL GROUP LIMITED | Directeur en chef des Investissements | 23/11/2020 | 01/11/2022 |
Fundamentum LLC
Fundamentum LLC Investment ManagersFinance Fundamentum LLC is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2016 and is a subsidiary of Stratos Wealth Holdings LLC. Fundamentum acts as portfolio manager for wrap fee programs sponsored by its affiliated registered investment advisers. | Gestionnaire de Portefeuille-Actions | - | 01/01/2020 |
ValMark Advisers, Inc.
ValMark Advisers, Inc. Investment ManagersFinance ValMark Advisers, Inc. is a registered investment advisor headquartered in Akron, Ohio. The firm was founded in 1997 and is a direct subsidiary of ValMark Investments LLC, ultimately held by ValMark Financial Group LLC. ValMark Advisers provides portfolio management services to individuals, which includes through trusts, estates, 401(k) plans and IRAs, high-net worth individuals, corporate pension and profit-sharing plans, corporations or other businesses, insurance companies and investment companies, charitable institutions, foundations, banks, governmental agencies, and endowments. | Gestionnaire de Portefeuille-Actions | 04/05/2015 | 01/08/2016 |
Sales & Marketing | 04/05/2015 | 01/08/2016 |
Formation de Chad Daniel Roope
Western Carolina University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Australie | 2 |
Opérationnelle
Portfolio Manager-Equities | 2 |
Sales & Marketing | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Sociétés cotées | 1 |
---|---|
SEQUOIA FINANCIAL GROUP LIMITED | Finance |
Entreprise privées | 2 |
---|---|
ValMark Advisers, Inc.
ValMark Advisers, Inc. Investment ManagersFinance ValMark Advisers, Inc. is a registered investment advisor headquartered in Akron, Ohio. The firm was founded in 1997 and is a direct subsidiary of ValMark Investments LLC, ultimately held by ValMark Financial Group LLC. ValMark Advisers provides portfolio management services to individuals, which includes through trusts, estates, 401(k) plans and IRAs, high-net worth individuals, corporate pension and profit-sharing plans, corporations or other businesses, insurance companies and investment companies, charitable institutions, foundations, banks, governmental agencies, and endowments. | Finance |
Fundamentum LLC
Fundamentum LLC Investment ManagersFinance Fundamentum LLC is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2016 and is a subsidiary of Stratos Wealth Holdings LLC. Fundamentum acts as portfolio manager for wrap fee programs sponsored by its affiliated registered investment advisers. | Finance |
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