Kristin V. Dunlevy
Plus aucun poste en cours
Profil
Kristin V.
Dunlevy worked as a Senior Qualified Plan Consultant at ARGI Investment Services LLC from 2013 to 2015.
She obtained an undergraduate degree from the University of Louisville.
Anciens postes connus de Kristin V. Dunlevy
| Sociétés | Poste | Fin |
|---|---|---|
ARGI Investment Services LLC
 ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Gestionnaire de Portefeuille-Actions | 01/04/2015 |
Formation de Kristin V. Dunlevy
| University of Louisville | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
ARGI Investment Services LLC
ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Finance |
