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Provenienza dei contatti di primo grado di Carolyn Nunez
Entità | Tipo di entità | Settore Industriale | |
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Ithaka Financial Planning LLC
![]() Ithaka Financial Planning LLC Investment ManagersFinance Ithaka Financial Planning LLC provides investment advice. The firm services include financial planning, investment management and consulting. The firm specializes in cash flow management, tax review, retirement planning, education funding, management, risk management, and estate planning. The company was founded by Beth Remick and Carolyn Nunez in 2010 and is headquartered in Irving, TX.
3
| Private Company | Investment Managers | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Carolyn Nunez tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Yeske Buie, Inc.
![]() Yeske Buie, Inc. Investment ManagersFinance Yeske Buie, Inc. is an independent, SEC-registered investment advisor headquartered in Vienna, Virginia. The firm was founded by Dr. Dave Yeske and Elissa Buie in 2007 as Financial Planning Group, Inc. Yeske Buie offers wealth management, financial planning and asset management services to individuals, high net worth individuals, personal trusts and estates, pension and profit-sharing plans, foundations & endowments, charitable organizations, and corporations. | Investment Managers | Portfolio Manager-Equities | |
Duke University
![]() Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 3 |
Settori
Finance | 2 |
Consumer Services | 2 |
Posizioni
Director/Board Member | 2 |
Portfolio Manager-Equities | 1 |
Masters Business Admin | 1 |
Founder | 1 |
Corporate Officer/Principal | 1 |
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