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Kelly Marie Tramontano
Directeur des opérations chez Sanctuary Wealth Partners LLC
Postes actifs de Kelly Marie Tramontano
Sociétés | Poste | Début | Fin |
---|---|---|---|
Sanctuary Wealth Partners LLC
![]() Sanctuary Wealth Partners LLC Investment Banks/BrokersFinance Sanctuary Wealth Partners LLC provides financial services. The company was founded by Jim Dickson and is headquartered in Indianapolis, IN. | Directeur des opérations | 31/08/2020 | - |
Historique de carrière de Kelly Marie Tramontano
Anciens postes connus de Kelly Marie Tramontano
Sociétés | Poste | Début | Fin |
---|---|---|---|
SWBC Investment Services LLC
![]() SWBC Investment Services LLC Investment Banks/BrokersFinance SWBC Investment Services LLC operates as security brokers, dealers, and flotation companies. The company is headquartered in San Antonio, TX. | Directeur/Membre du Conseil | - | 09/01/2019 |
Directeur Général | - | 09/01/2019 | |
President | - | 09/01/2019 | |
SWBC Investment Co.
![]() SWBC Investment Co. Investment ManagersFinance SWBC Investment Co. (SWBC) is a SEC-registered investment advisor headquartered in San Antonio, Texas. They are primarily owned by Southwest Business Corp. The firm provides investment advisory services to individuals, high net worth individuals, banking or thrift institutions, charitable organizations and corporations or other businesses. SWBC also provides discretionary investment management services to registered mutual funds and private pooled investment vehicles. | Directeur en chef des Investissements | - | 01/05/2018 |
President | - | 01/05/2018 | |
Sanctuary Wealth Group LLC
![]() Sanctuary Wealth Group LLC Investment ManagersFinance Sanctuary Wealth Group LLC provides financial advisory services. The company was founded by James R. Dickson and is headquartered in Indianapolis, IN. | Directeur des opérations | 27/08/2020 | - |
Formation de Kelly Marie Tramontano
The University of Arkansas | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
President | 2 |
Chief Operating Officer | 2 |
Chief Investment Officer | 1 |
Sectorielle
Finance | 5 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 4 |
---|---|
SWBC Investment Co.
![]() SWBC Investment Co. Investment ManagersFinance SWBC Investment Co. (SWBC) is a SEC-registered investment advisor headquartered in San Antonio, Texas. They are primarily owned by Southwest Business Corp. The firm provides investment advisory services to individuals, high net worth individuals, banking or thrift institutions, charitable organizations and corporations or other businesses. SWBC also provides discretionary investment management services to registered mutual funds and private pooled investment vehicles. | Finance |
SWBC Investment Services LLC
![]() SWBC Investment Services LLC Investment Banks/BrokersFinance SWBC Investment Services LLC operates as security brokers, dealers, and flotation companies. The company is headquartered in San Antonio, TX. | Finance |
Sanctuary Wealth Group LLC
![]() Sanctuary Wealth Group LLC Investment ManagersFinance Sanctuary Wealth Group LLC provides financial advisory services. The company was founded by James R. Dickson and is headquartered in Indianapolis, IN. | Finance |
Sanctuary Wealth Partners LLC
![]() Sanctuary Wealth Partners LLC Investment Banks/BrokersFinance Sanctuary Wealth Partners LLC provides financial services. The company was founded by Jim Dickson and is headquartered in Indianapolis, IN. | Finance |
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