Dina Louise Fliss
Fondateur chez Global View Capital Management LLC
Profil
Ms. Dina L.
Fliss is a President & Chief Investment Strategist at Global View Capital Management Ltd.
She is co-founder of Global View Capital Management, Ltd., and Global View Capital Holdings, Ltd.
Ms. Fliss has been researching and developing model portfolios and actively managed strategies since 1995.
She is the co-founder of Global View Capital Advisors, a network of over 150 registered representatives, investment advisor representatives and insurance agents throughout the U.S.
and Canada.
Her experience includes quantitative analysis and modeling, sales and marketing and business development in both the U.S.
and Canada.
When Ms. Fliss was employed at World Marketing Alliance from October 1991 through April 2001, she co-developed model portfolios and designed marketing programs utilizing the science of Modern Portfolio Theory.
From March 2003 through November 2010, Ms. Fliss was the Executive Director of Investment Advisors International, a SEC-Registered firm with the AEGON Group.
She co-developed actively managed strategies and identified Third Party Managers specializing in actively managed strategies for the platform.
She attended the University of Wisconsin studying mathematics and physics.
Postes actifs de Dina Louise Fliss
Sociétés | Poste | Début |
---|---|---|
Global View Capital Management LLC
Global View Capital Management LLC Investment ManagersFinance Global View Capital Management LLC (GVCM) is a SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Dina Fliss in 2011 and is a wholly-owned subsidiary of Global View Capital Partners Ltd. GVCM provides investment advisory services to individuals, high-net-worth individuals, trusts, corporations, retirement plans, and other businesses. | Fondateur | 01/01/2011 |
Anciens postes connus de Dina Louise Fliss
Sociétés | Poste | Fin |
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Investment Advisors International, Inc.
Investment Advisors International, Inc. Investment ManagersFinance Investment Advisors International, Inc. provides investment advice. The company was founded on May 19, 2006 and is headquartered in Johns Creek, GA. | Corporate Officer/Principal | 31/10/2010 |
World Financial Group, Inc.
World Financial Group, Inc. Insurance Brokers/ServicesFinance Part of Aegon NV, World Financial Group, Inc. operates as an insurance agency. The company is based in Johns Creek, GA. | Corporate Officer/Principal | 31/01/2010 |
Formation de Dina Louise Fliss
University of Wisconsin Green Bay | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
Entreprise privées | 3 |
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Global View Capital Management LLC
Global View Capital Management LLC Investment ManagersFinance Global View Capital Management LLC (GVCM) is a SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Dina Fliss in 2011 and is a wholly-owned subsidiary of Global View Capital Partners Ltd. GVCM provides investment advisory services to individuals, high-net-worth individuals, trusts, corporations, retirement plans, and other businesses. | Finance |
World Financial Group, Inc.
World Financial Group, Inc. Insurance Brokers/ServicesFinance Part of Aegon NV, World Financial Group, Inc. operates as an insurance agency. The company is based in Johns Creek, GA. | Finance |
Investment Advisors International, Inc.
Investment Advisors International, Inc. Investment ManagersFinance Investment Advisors International, Inc. provides investment advice. The company was founded on May 19, 2006 and is headquartered in Johns Creek, GA. | Finance |