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Shawn Richard Ballinger
Plus aucun poste en cours
Historique de carrière de Shawn Richard Ballinger
Anciens postes connus de Shawn Richard Ballinger
Sociétés | Poste | Début | Fin |
---|---|---|---|
Waller Financial Planning Group, Inc.
![]() Waller Financial Planning Group, Inc. Investment ManagersFinance Waller Financial Planning Group, Inc. (WFPG) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Columbus, Ohio. The firm was founded by Larry Waller in 1985. WFPG provides asset management services to individuals both high-net worth and other than high-net worth, as well as pension and profit-sharing plans and charitable organizations. | Corporate Officer/Principal | 31/12/2011 | 31/12/2011 |
BRR Opco LLC
![]() BRR Opco LLC Investment ManagersFinance BRR Opco LLC (BRR) is a wealth management firm headquartered in Columbus, Ohio. The firm was founded by Jim Budros in 1979 as Budros, Ruhlin & Roe, Inc., which serves as their current trade name. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. BRR primarily provides wealth management services to high-net-worth individuals and their associated entities, trusts, and estates. | Gestionnaire de Portefeuille-Actions | 01/01/2012 | - |
Formation de Shawn Richard Ballinger
Franklin University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Portfolio Manager-Equities | 1 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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BRR Opco LLC
![]() BRR Opco LLC Investment ManagersFinance BRR Opco LLC (BRR) is a wealth management firm headquartered in Columbus, Ohio. The firm was founded by Jim Budros in 1979 as Budros, Ruhlin & Roe, Inc., which serves as their current trade name. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. BRR primarily provides wealth management services to high-net-worth individuals and their associated entities, trusts, and estates. | Finance |
Waller Financial Planning Group, Inc.
![]() Waller Financial Planning Group, Inc. Investment ManagersFinance Waller Financial Planning Group, Inc. (WFPG) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Columbus, Ohio. The firm was founded by Larry Waller in 1985. WFPG provides asset management services to individuals both high-net worth and other than high-net worth, as well as pension and profit-sharing plans and charitable organizations. | Finance |
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