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Postes actifs de Roger Klein
Sociétés | Poste | Début | Fin |
---|---|---|---|
NVWM LLC
![]() NVWM LLC Investment ManagersFinance NVWM LLC, do-business-as Ventura Wealth Management (VWM), is a registered independent investment advisor headquartered in Yardley, Pennsylvania. The firm was founded by Nicholas “Nick” Ventura in 1999. VWM provides financial planning and consultation services to their clients, including individuals and high-net worth individuals; trusts, estates, charitable organizations; corporations; pension plans and 401(k). | Economiste | 01/09/2021 | - |
Gestionnaire de Portefeuille-Actions | 01/09/2021 | - |
Historique de carrière de Roger Klein
Formation de Roger Klein
Michigan State University | Doctorate Degree |
Statistiques
Internationale
Etats-Unis | 3 |
Opérationnelle
Economist | 1 |
Portfolio Manager-Equities | 1 |
Doctorate Degree | 1 |
Sectorielle
Finance | 2 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
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NVWM LLC
![]() NVWM LLC Investment ManagersFinance NVWM LLC, do-business-as Ventura Wealth Management (VWM), is a registered independent investment advisor headquartered in Yardley, Pennsylvania. The firm was founded by Nicholas “Nick” Ventura in 1999. VWM provides financial planning and consultation services to their clients, including individuals and high-net worth individuals; trusts, estates, charitable organizations; corporations; pension plans and 401(k). | Finance |
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