Audrey Westfall
Responsabile della Conformità presso Oakwell Private Wealth Management LLC
Profilo
Ms. Audrey Westfall is a Director of Operations at Oakwell Private Wealth Management LLC.
She is dedicated to building relationships and providing the best client experience possible.
She assists firm Private Wealth Advisors with daily operations and she is focused on providing excellent client service and advisor support.
She previously worked in the investments department at a local credit union.
She graduated from The University of Texas at Austin in 2010 with a Bachelor of Arts degree and a Bachelor of Science degree.
Posizioni attive di Audrey Westfall
| Società | Posizione | Inizio |
|---|---|---|
Oakwell Private Wealth Management LLC
 Oakwell Private Wealth Management LLC Investment ManagersFinance Oakwell Private Wealth Management LLC (Oakwell) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded in 2012 and is majority owned by Ceruse Financial LLC. Oakwell provides investment advice and/or management supervisory services to individuals, and pension and profit-sharing plans for small businesses. | Responsabile della Conformità | 01/01/2016 |
Formazione di Audrey Westfall
| University of Texas at Austin Graduate School | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Oakwell Private Wealth Management LLC
Oakwell Private Wealth Management LLC Investment ManagersFinance Oakwell Private Wealth Management LLC (Oakwell) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded in 2012 and is majority owned by Ceruse Financial LLC. Oakwell provides investment advice and/or management supervisory services to individuals, and pension and profit-sharing plans for small businesses. | Finance |
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