Chris Walters
Compliance Officer chez Wells Trecaso Financial Group LLC
Postes actifs de Chris Walters
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Wells Trecaso Financial Group LLC
 Wells Trecaso Financial Group LLC Investment ManagersFinance Wells Trecaso Financial Group LLC (WTFG) is an independent wealth management firm and SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Douglas Wells in 2017. WTFG offers advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Compliance Officer | 01/12/2017 | - |
| Trading-Equity | 01/12/2017 | - | |
| Gestionnaire de Portefeuille-Actions | 01/12/2017 | - |
Historique de carrière de Chris Walters
Formation de Chris Walters
| University of Akron | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 3 |
Opérationnelle
| Compliance Officer | 1 |
| Trading-Equity | 1 |
| Portfolio Manager-Equities | 1 |
Sectorielle
| Finance | 2 |
| Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Wells Trecaso Financial Group LLC
Wells Trecaso Financial Group LLC Investment ManagersFinance Wells Trecaso Financial Group LLC (WTFG) is an independent wealth management firm and SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Douglas Wells in 2017. WTFG offers advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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