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Historique de carrière de Rick Vollaro
Anciens postes connus de Rick Vollaro
Sociétés | Poste | Début | Fin |
---|---|---|---|
Waypoint Consulting, Inc. (US)
![]() Waypoint Consulting, Inc. (US) Investment ManagersFinance Pinnacle Advisory Group Inc. (Pinnacle) is a wealth management firm and registered investment advisor headquartered in Columbia, Maryland. The firm was founded in 1993 by John Hill, Ken Solow and Dwight Mikulis. They are a subsidiary of Congress Wealth Management LLC. Pinnacle provides financial planning and continuous investment management for affluent individual clients and a small number of institutional clients. | Directeur en chef des Investissements | 01/01/2013 | - |
Trading-Equity | 01/01/2000 | 01/01/2013 | |
Responsable de la banque privée | 01/01/2013 | - | |
Stratège de marché | 01/01/2021 | - |
Formation de Rick Vollaro
Fairfield University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 3 |
Opérationnelle
Chief Investment Officer | 1 |
Trading-Equity | 1 |
Head of Private Banking | 1 |
Sectorielle
Finance | 2 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
---|---|
Waypoint Consulting, Inc. (US)
![]() Waypoint Consulting, Inc. (US) Investment ManagersFinance Pinnacle Advisory Group Inc. (Pinnacle) is a wealth management firm and registered investment advisor headquartered in Columbia, Maryland. The firm was founded in 1993 by John Hill, Ken Solow and Dwight Mikulis. They are a subsidiary of Congress Wealth Management LLC. Pinnacle provides financial planning and continuous investment management for affluent individual clients and a small number of institutional clients. | Finance |
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