Historique de carrière de Sara Brittany Kalsman
Anciens postes connus de Sara Brittany Kalsman
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Reilly Financial Advisors LLC
 Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Analyst-Equity | 01/07/2013 | 19/02/2016 |
| Analyst-Fixed Income | 01/07/2013 | 19/02/2016 | |
| Gestionnaire de Portefeuille-Actions | 01/07/2013 | 19/02/2016 | |
| Portfolio Manager-Fixed Income | 01/07/2013 | 19/02/2016 |
Formation de Sara Brittany Kalsman
| San Diego State University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 3 |
Opérationnelle
| Analyst-Equity | 1 |
| Analyst-Fixed Income | 1 |
| Portfolio Manager-Equities | 1 |
Sectorielle
| Finance | 2 |
| Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Reilly Financial Advisors LLC
Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Finance |
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- Sara Brittany Kalsman
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