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Gillian Erica Vapnek
Plus aucun poste en cours
Profil
Ms. Gillian E.
Vapnek, CFA, is a Research Analyst at Gupta Wealth Management LLC.
She joined the firm in October 2013.
She was previously employed as a Principal by UBS Trust Co NA from February 2013 to October 2013, Client Associate by Wells Fargo Advisors LLC from December 2011 to February 2013, a Principal by Homemakers Furniture, Inc from April 2008 to November 2011, Financial Editor by CallStreet LLC from June 2006 to December 2006, a Principal by Homemakers Furniture, Inc., and Vice President by McDonald Investments, Inc from August 1998 to June 1999.
She also worked with Redhill Realty Investors as a Consultant from January 2007 to March 2008.
She received her BS, Accounting from the State University of New York at Binghamton.
She is a Chartered Financial Analyst.
Anciens postes connus de Gillian Erica Vapnek
| Sociétés | Poste | Fin |
|---|---|---|
UBS Trust Co., NA
 UBS Trust Co., NA Regional BanksFinance Profile Unavailable | Corporate Officer/Principal | 30/09/2013 |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Corporate Officer/Principal | 31/01/2013 |
Homemakers Furniture, Inc.
 Homemakers Furniture, Inc. Wholesale DistributorsDistribution Services Distributes furniture, home furnishings, and accessories | Corporate Officer/Principal | 30/11/2011 |
CallStreet LLC
 CallStreet LLC Miscellaneous Commercial ServicesCommercial Services Provides investor call and industry conference transcripts and corporate calendar information | Corporate Officer/Principal | 31/12/2006 |
Homemakers Furniture, Inc.
Homemakers Furniture, Inc. Wholesale DistributorsDistribution Services Distributes furniture, home furnishings, and accessories | Corporate Officer/Principal | 31/05/2006 |
Formation de Gillian Erica Vapnek
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
17
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
McDonald Investments, Inc.
 McDonald Investments, Inc. Investment ManagersFinance GMI's managers are generalists. | Finance |
UBS Trust Co., NA
UBS Trust Co., NA Regional BanksFinance Profile Unavailable | Finance |
CallStreet LLC
CallStreet LLC Miscellaneous Commercial ServicesCommercial Services Provides investor call and industry conference transcripts and corporate calendar information | Commercial Services |
State University of New York at Binghamton
 State University of New York at Binghamton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Finance |
Gupta Wealth Management LLC
 Gupta Wealth Management LLC Investment ManagersFinance Gupta Wealth Management (GWM) primarily allocates client assets among various independent investment managers, mutual funds, ETFs, individual debt and equity securities, and options, based on each client's unique investment objectives. The firm may also recommend that clients who are accredited investors invest in privately placed securities, which may include debt, equity and/or interests in hedge funds. | Finance |
Homemakers Furniture, Inc.
Homemakers Furniture, Inc. Wholesale DistributorsDistribution Services Distributes furniture, home furnishings, and accessories | Distribution Services |
