Profilo
Mr. Bob Loewens is an Equity Analyst at CWM LLC.
Prior to joining Carson Wealth, Mr. Loewens spent nearly four years at a consulting firm focusing on the electronic payments industry.
His responsibilities included various financial analyses and client-specific projects.
Projects ranged from regular quarterly reports to support in asset and business valuations and ad-hoc client directed projects
Mr. Loewens received his BS in Finance minor in Accounting from the University of Nebraska.
Precedenti posizioni note di Bob Loewens
| Società | Posizione | Fine |
|---|---|---|
CWM LLC
 CWM LLC Investment ManagersFinance CWM LLC is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2010 and is a wholly-owned subsidiary of Carson Group Holdings LLC. CWM manages investment portfolios for individual clients, high net-worth families, foundations, endowments, and institutional investors. They also provide personal financial planning and investment advice. | Analyst-Equity | - |
Formazione di Bob Loewens
| University of Nebraska | 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 |
|---|---|
CWM LLC
CWM LLC Investment ManagersFinance CWM LLC is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2010 and is a wholly-owned subsidiary of Carson Group Holdings LLC. CWM manages investment portfolios for individual clients, high net-worth families, foundations, endowments, and institutional investors. They also provide personal financial planning and investment advice. | Finance |
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