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Postes actifs de Simon John Heslop
Sociétés | Poste | Début | Fin |
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FSA Wealth Management LLC
![]() FSA Wealth Management LLC Investment ManagersFinance FSA Wealth Management LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Needham, Massachusetts. The firm was founded in 2006 as Financial Strategy Associates, Inc. FSA Wealth Management offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations and retirement plans. | Analyst-Equity | 01/09/2014 | - |
Gestionnaire de Portefeuille-Actions | 01/09/2014 | - | |
President | 01/09/2014 | - |
Historique de carrière de Simon John Heslop
Formation de Simon John Heslop
Union College (New York) | Undergraduate Degree |
Northeastern University | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Analyst-Equity | 1 |
Portfolio Manager-Equities | 1 |
President | 1 |
Sectorielle
Consumer Services | 3 |
Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
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FSA Wealth Management LLC
![]() FSA Wealth Management LLC Investment ManagersFinance FSA Wealth Management LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Needham, Massachusetts. The firm was founded in 2006 as Financial Strategy Associates, Inc. FSA Wealth Management offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations and retirement plans. | Finance |
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