Greg Weimer
Directeur Général chez Confluence Wealth Services, Inc.
Postes actifs de Greg Weimer
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Confluence Wealth Services, Inc.
 Confluence Wealth Services, Inc. Investment ManagersFinance Confluence Wealth Services, Inc., dba Confluence Financial Partners (Confluence), is a SEC-registered investment advisor headquartered in McMurray, Pennsylvania. The firm was founded by Gregory J. Weimer in 2021 and is principally owned by Confluence Financial Partners, Inc. Confluence provides comprehensive financial planning and wealth management services to individuals, professionals, business owners, corporate executives, retirement plans. | Directeur Général | 01/11/2013 | - |
| Fondateur | - | - |
Historique de carrière de Greg Weimer
Anciens postes connus de Greg Weimer
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
American Funds Distributors, Inc.
 American Funds Distributors, Inc. Investment ManagersFinance Part of The Capital Group Cos., Inc., Capital Client Group, Inc. is a company that offers career opportunities and promotes an inclusive culture. The company is based in Los Angeles, CA. The company provides generous compensation and benefits to their associates worldwide. | Corporate Officer/Principal | 01/10/1993 | 01/10/2012 |
Formation de Greg Weimer
| University of Pittsburgh at Johnstown | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 4 |
Opérationnelle
| Chief Executive Officer | 1 |
| Founder | 1 |
| Corporate Officer/Principal | 1 |
Sectorielle
| Finance | 3 |
| Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Confluence Wealth Services, Inc.
Confluence Wealth Services, Inc. Investment ManagersFinance Confluence Wealth Services, Inc., dba Confluence Financial Partners (Confluence), is a SEC-registered investment advisor headquartered in McMurray, Pennsylvania. The firm was founded by Gregory J. Weimer in 2021 and is principally owned by Confluence Financial Partners, Inc. Confluence provides comprehensive financial planning and wealth management services to individuals, professionals, business owners, corporate executives, retirement plans. | Finance |
American Funds Distributors, Inc.
American Funds Distributors, Inc. Investment ManagersFinance Part of The Capital Group Cos., Inc., Capital Client Group, Inc. is a company that offers career opportunities and promotes an inclusive culture. The company is based in Los Angeles, CA. The company provides generous compensation and benefits to their associates worldwide. | Finance |
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