Jamie Felker
Directeur Général chez Abundance Wealth Counselors LLC
Profil
Jamie Lee Felker is currently the Chief Executive Officer at Abundance Wealth Counselors LLC since 2005.
Prior to this, Mr. Felker worked as a Vice President at Merrill Lynch & Co., Inc. from 1995 to 2004.
Mr. Felker completed an undergraduate degree from Robert Morris University in 1995 and a graduate degree from the University of Phoenix in 2000.
Postes actifs de Jamie Felker
| Sociétés | Poste | Début |
|---|---|---|
Abundance Wealth Counselors LLC
 Abundance Wealth Counselors LLC Investment ManagersFinance Abundance Wealth Counselors LLC (Abundance) is an independent registered investment advisor headquartered in State College, Pennsylvania. The firm was founded by Richard DeFluri in 2001. Abundance primarily advises and manages the investments of individuals and families with significant investible assets. They act as the investment manager for a pooled investment vehicle. | Directeur Général | 01/01/2005 |
Anciens postes connus de Jamie Felker
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Sales & Marketing | 31/12/2004 |
Formation de Jamie Felker
| Robert Morris University | Undergraduate Degree |
| University of Phoenix | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Abundance Wealth Counselors LLC
Abundance Wealth Counselors LLC Investment ManagersFinance Abundance Wealth Counselors LLC (Abundance) is an independent registered investment advisor headquartered in State College, Pennsylvania. The firm was founded by Richard DeFluri in 2001. Abundance primarily advises and manages the investments of individuals and families with significant investible assets. They act as the investment manager for a pooled investment vehicle. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |