Profil
Mr. Rodney S.
Coleman is President & Senior Financial Advisor at SYM Financial Corp.
He oversees SYM's broad offerings including portfolio management, financial planning, estate planning, risk management, and insurance solutions for affluent families, as well as portfolio management and advisement for nonprofit organizations and group retirement plans.
Mr. Coleman received his Bachelor of Science in economics in U.S.
Naval Academy and received Master of Business Administration in University of Chicago, Booth School of Business.
Postes actifs de Rod Coleman
| Sociétés | Poste | Début |
|---|---|---|
SYM Financial Corp.
 SYM Financial Corp. Investment ManagersFinance SYM Financial Corp. (dba SYM Financial Advisors) is an independent, SEC-registered investment advisor headquartered in Winona Lake, Indiana. Founded in 1968, the firm provides advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities. | President | 01/05/2000 |
Formation de Rod Coleman
| The University of Chicago | Masters Business Admin |
| United States Naval Academy | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
SYM Financial Corp.
SYM Financial Corp. Investment ManagersFinance SYM Financial Corp. (dba SYM Financial Advisors) is an independent, SEC-registered investment advisor headquartered in Winona Lake, Indiana. Founded in 1968, the firm provides advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities. | Finance |
