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Audrey Westfall
Responsabile della Conformità presso Oakwell Private Wealth Management LLC
Posizioni attive di Audrey Westfall
Società | Posizione | Inizio | Fine |
---|---|---|---|
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 | - |
Storia della carriera di Audrey Westfall
Formazione di Audrey Westfall
University of Texas at Austin Graduate School | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 3 |
Posizioni
Compliance Officer | 1 |
Undergraduate Degree | 1 |
Settori
Finance | 2 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
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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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