Profil
Mr. Trent J.
O'Neal is a Chief Compliance Officer & Partner at Wayfinding Financial LLC.
He is responsible for much of the innovation behind our team’s investment strategy and service-oriented approach.
He is a graduate of the University of Nevada, he has a degree in Finance and Economics.
Postes actifs de Trent O'Neal
| Sociétés | Poste | Début |
|---|---|---|
Wayfinding Financial LLC
 Wayfinding Financial LLC Investment ManagersFinance Wayfinding Financial LLC (Wayfinding) is an independent registered investment advisor headquartered in Lynnwood, Washington. Through their investment advisor representatives, Wayfinding provides investment advisory services for individuals, high net worth individuals, foundations, employer sponsored retirement plans, charitable organizations, institutions, trusts, and estates. | Directeur Général | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Wayfinding Financial LLC
Wayfinding Financial LLC Investment ManagersFinance Wayfinding Financial LLC (Wayfinding) is an independent registered investment advisor headquartered in Lynnwood, Washington. Through their investment advisor representatives, Wayfinding provides investment advisory services for individuals, high net worth individuals, foundations, employer sponsored retirement plans, charitable organizations, institutions, trusts, and estates. | Finance |
