Greg Dowler
Plus aucun poste en cours
Profil
Greg Dowler was the Chief Operating Officer at Choreo LLC in 2022.
He also held the same position at Choreo LLC (Indiana).
Anciens postes connus de Greg Dowler
| Sociétés | Poste | Fin |
|---|---|---|
Choreo LLC
 Choreo LLC Investment ManagersFinance Choreo LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2000 and formerly known as McGladrey Wealth Management LLC and RSM US Wealth Management LLC. They are owned by Compass Parent LP. Choreo provides investment advisory, aggregated reporting, financial planning, wealth management consulting, and retirement plan consulting and advisory services to a broad range of client types. | Directeur des opérations | 01/02/2022 |
Choreo LLC (Indiana)
 Choreo LLC (Indiana) Investment ManagersFinance Choreo LLC is a wealth advisory firm that operates out of 39 locations across the United States. Originally launched over 20 years ago as a subsidiary of one of the largest CPA and professional services firms in the country, Choreo currently serves over 6,000 families with approximately of assets under management or advisement (as of February 2023). The private company is based in Elkhart, IN and has subsidiaries in the United States. The company's experienced advisors define, design, and build solutions for their clients' financial and related needs, with a focus on improving the well-being of clients, their families, and their communities. Larry Miles has been the CEO of the company since 2022. | Directeur des opérations | - |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Choreo LLC (Indiana)
Choreo LLC (Indiana) Investment ManagersFinance Choreo LLC is a wealth advisory firm that operates out of 39 locations across the United States. Originally launched over 20 years ago as a subsidiary of one of the largest CPA and professional services firms in the country, Choreo currently serves over 6,000 families with approximately of assets under management or advisement (as of February 2023). The private company is based in Elkhart, IN and has subsidiaries in the United States. The company's experienced advisors define, design, and build solutions for their clients' financial and related needs, with a focus on improving the well-being of clients, their families, and their communities. Larry Miles has been the CEO of the company since 2022. | Finance |
Choreo LLC
Choreo LLC Investment ManagersFinance Choreo LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2000 and formerly known as McGladrey Wealth Management LLC and RSM US Wealth Management LLC. They are owned by Compass Parent LP. Choreo provides investment advisory, aggregated reporting, financial planning, wealth management consulting, and retirement plan consulting and advisory services to a broad range of client types. | Finance |
