Profil
Robert Roche worked as the Chief Compliance Officer at SaveDaily, Inc. from 2012 to 2013.
Anciens postes connus de Robert Roche
| Sociétés | Poste | Fin |
|---|---|---|
SaveDaily, Inc.
 SaveDaily, Inc. Investment ManagersFinance SaveDaily, Inc. provides advice driven investment services. The company operates through subsidiary SaveDaily.com. It offers investments and record-keeping services to its intermediary partners, as well as directly to clients through a variety of white-labeled interfaces. The firm owns its proprietary financial services platform which has been in production for about three years, helping financial intermediaries succeed in bringing suitable and affordable investment services to everyday savers and investors. It also supports direct investment from existing checking to mutual fund accounts, as well as regularly scheduled deductions from payroll or other sources. The company was founded on May 27, 1999 and is headquartered in Seal Beach, CA. | Compliance Officer | 24/12/2013 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
SaveDaily, Inc.
SaveDaily, Inc. Investment ManagersFinance SaveDaily, Inc. provides advice driven investment services. The company operates through subsidiary SaveDaily.com. It offers investments and record-keeping services to its intermediary partners, as well as directly to clients through a variety of white-labeled interfaces. The firm owns its proprietary financial services platform which has been in production for about three years, helping financial intermediaries succeed in bringing suitable and affordable investment services to everyday savers and investors. It also supports direct investment from existing checking to mutual fund accounts, as well as regularly scheduled deductions from payroll or other sources. The company was founded on May 27, 1999 and is headquartered in Seal Beach, CA. | Finance |
