Meredith Miriam Rosen
Compliance Officer chez Bedell Frazier Investment Counselling LLC
Postes actifs de Meredith Miriam Rosen
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Bedell Frazier Investment Counselling LLC
 Bedell Frazier Investment Counselling LLC Investment ManagersFinance Bedell Frazier Investment Counselling LLC (BFIC) is a SEC-registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Judith Bedell in 1975 as Bedell Investment Counselling LLC. They are a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. BFIC offers investment advisory services to individuals, trusts, estates, charitable organizations, corporations, pensions and profit-sharing plans, and other business entities. | Compliance Officer | 01/09/2004 | - |
| Director of Investments | - | - | |
| Gestionnaire de Portefeuille-Actions | 01/09/2004 | - |
Historique de carrière de Meredith Miriam Rosen
Formation de Meredith Miriam Rosen
| Boston College | Undergraduate Degree |
| University of San Francisco | Masters Business Admin |
Statistiques
Internationale
| Etats-Unis | 4 |
Opérationnelle
| Undergraduate Degree | 1 |
| Masters Business Admin | 1 |
| Compliance Officer | 1 |
Sectorielle
| Consumer Services | 3 |
| Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Bedell Frazier Investment Counselling LLC
Bedell Frazier Investment Counselling LLC Investment ManagersFinance Bedell Frazier Investment Counselling LLC (BFIC) is a SEC-registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Judith Bedell in 1975 as Bedell Investment Counselling LLC. They are a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. BFIC offers investment advisory services to individuals, trusts, estates, charitable organizations, corporations, pensions and profit-sharing plans, and other business entities. | Finance |
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