Profil
Ms. Kaliko M.
Veiseh was previously employed as a Senior Wealth Advisor by Soundmark Wealth Management LLC.
She received her undergraduate degree from the University of Washington.
Anciens postes connus de Kaliko Michelle Veiseh
| Sociétés | Poste | Fin |
|---|---|---|
Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance SWM uses a buy and hold strategy, creating client portfolios using diversified, no-load (index), passively managed mutual funds, ETFs and bond funds. The firm does not rely on active management of its clients’ accounts. | Gestionnaire de Portefeuille-Actions | 08/05/2024 |
Formation de Kaliko Michelle Veiseh
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Washington
University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance SWM uses a buy and hold strategy, creating client portfolios using diversified, no-load (index), passively managed mutual funds, ETFs and bond funds. The firm does not rely on active management of its clients’ accounts. | Finance |
















