Monica Muñoz
Analyst-Equity chez Litman Gregory Wealth Management LLC
Postes actifs de Monica Muñoz
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Analyst-Equity | 01/01/2018 | - |
| Gestionnaire de Portefeuille-Actions | 01/01/2018 | - | |
| Corporate Officer/Principal | 01/01/2007 | 01/01/2018 |
Historique de carrière de Monica Muñoz
Anciens postes connus de Monica Muñoz
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Paul Financial LLC
 Paul Financial LLC Finance/Rental/LeasingFinance Paul Financial LLC provides mortgage banking services. The firm has offices in California, Nevada, Utah, Idaho, Montana, Wyoming, Oregon, Washington, Colorado, Arizona, and New Mexico. The company was founded in 2003 and is headquartered in San Rafael, CA. | Corporate Officer/Principal | - | - |
Alders Financial Solutions
 Alders Financial Solutions Investment ManagersFinance Alders Financial Solutions provides investment advice. The private company is based in Novato, CA. | Corporate Officer/Principal | - | - |
Formation de Monica Muñoz
| Sonoma State University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 5 |
Opérationnelle
| Corporate Officer/Principal | 3 |
| Undergraduate Degree | 1 |
| Analyst-Equity | 1 |
Sectorielle
| Finance | 4 |
| Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Paul Financial LLC
Paul Financial LLC Finance/Rental/LeasingFinance Paul Financial LLC provides mortgage banking services. The firm has offices in California, Nevada, Utah, Idaho, Montana, Wyoming, Oregon, Washington, Colorado, Arizona, and New Mexico. The company was founded in 2003 and is headquartered in San Rafael, CA. | Finance |
Alders Financial Solutions
Alders Financial Solutions Investment ManagersFinance Alders Financial Solutions provides investment advice. The private company is based in Novato, CA. | Finance |
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |
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