Ann G. Rohlman

Nessuna posizione attualmente

Finance

Consumer Services

Profilo

Ms. Ann G.
Rohlman, CFA CFP, is a Portfolio Manager at Sonata Capital Group, Inc. Prior to joining Sonata Capital in January 2006, she was previously employed as an Assistant Vice President by Bank of America Private Bank, Investment Analyst by Central Trust Co., and Portfolio Manager by Mercantile Trust & Savings Bank.
Ms. Rohlman received her economics degree from Marietta College.
She is a Chartered Financial Analyst and a Certified Financial Planner.

Precedenti posizioni note di Ann G. Rohlman

Società	Posizione	Fine
Bank of America Private Bank Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services.	Gestore di Portafoglio-Azioni	-
Mercantile Bank (Quincy, Illinois) Mercantile Bank (Quincy, Illinois) Regional BanksFinance Mercantile Bank (Quincy, Illinois) provides financial and commercial banking services. It offers debit cards, online and mobile banking, deposits, investment, trust, loans, payroll, checking, and merchant services. The company was founded in 1906 and is headquartered in Quincy, IL	Corporate Officer/Principal	-
Sonata Capital Group, Inc. Sonata Capital Group, Inc. Investment ManagersFinance Sonata Capital Group, Inc. (Sonata) is an independent registered investment adviser headquartered in Seattle, Washington. The firm was founded by Timothy Cummins in 2000. Sonata provides investment advisory services on a discretionary basis to individuals, high net worth individuals, trusts, charitable institutions, foundations, and endowments.	Gestore di Portafoglio-Azioni	-

Vedi nel dettaglio l'esperienza di Ann G. Rohlman

Formazione di Ann G. Rohlman

Marietta College

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private