James Robin Goodfellow Skjong
Compliance Officer chez Ulland Investment Advisors LLC
Profil
Mr. James R.
Skjong is a Director of Trading, Compliance & Operations at Ulland Investment Advisors LLC.
He handles portfolio administration, compliance and firm trading duties.
Prior to joining the firm in January 2005, Mr. Skjong spent two years at Ameriprise Financial working in the company’s mutual fund product group.
He graduated from Carleton College with a B.A.
in Political Science and a concentration in Political Economy.
Mr. Skjong has his NASD Series 65 license.
Postes actifs de James Robin Goodfellow Skjong
| Sociétés | Poste | Début |
|---|---|---|
Ulland Investment Advisors LLC
 Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | Compliance Officer | - |
Anciens postes connus de James Robin Goodfellow Skjong
| Sociétés | Poste | Fin |
|---|---|---|
| AMERIPRISE FINANCIAL, INC. | Corporate Officer/Principal | - |
Formation de James Robin Goodfellow Skjong
| Carleton College | Undergraduate Degree |
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| AMERIPRISE FINANCIAL, INC. | Finance |
| Entreprise privées | 1 |
|---|---|
Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | Finance |