Jim DeCesare
Plus aucun poste en cours
Profil
Mr. Jim DeCesare is a Director at CONCERT Wealth Management, Inc. He joined CONCERT Wealth in 2007.
He was previously employed as a Principal by UBS Financial Services, Inc.
Mr. DeCesare received his undergraduate degree from The California State University.
Anciens postes connus de Jim DeCesare
| Sociétés | Poste | Fin |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - |
CONCERT Wealth Management, Inc.
 CONCERT Wealth Management, Inc. Investment ManagersFinance CONCERT Wealth Management, Inc. is a registered investment advisor headquartered in San Jose, California and was founded in 2006. The firm is a subsidiary of Omni Global Group Ltd. They offer an integrated financial planning-based solution for high net-worth individuals and families. | Corporate Officer/Principal | - |
Formation de Jim DeCesare
| The California State University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
CONCERT Wealth Management, Inc.
CONCERT Wealth Management, Inc. Investment ManagersFinance CONCERT Wealth Management, Inc. is a registered investment advisor headquartered in San Jose, California and was founded in 2006. The firm is a subsidiary of Omni Global Group Ltd. They offer an integrated financial planning-based solution for high net-worth individuals and families. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
