Charlie Dunn
Amministratore Delegato presso Intergy Private Wealth LLC
Posizioni attive di Charlie Dunn
Società | Posizione | Inizio | Fine |
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Intergy Private Wealth LLC
Intergy Private Wealth LLC Investment ManagersFinance Intergy Private Wealth LLC (Intergy) is an independent registered investment advisor headquartered in Colorado Springs, Colorado. The firm was founded by Mark Perrault and Charles B. Dunn in 2021. Intergy provides investment advisory services to clients who include business owners, physicians, technology professionals, family foundations, as well as retirees. | Amministratore Delegato | 01/01/2021 | - |
Fondatore | 01/01/2021 | - |
Storia della carriera di Charlie Dunn
Formazione di Charlie Dunn
Illinois State University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 3 |
Posizioni
Chief Executive Officer | 1 |
Founder | 1 |
Undergraduate Degree | 1 |
Settori
Consumer Services | 2 |
Finance | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
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Intergy Private Wealth LLC
Intergy Private Wealth LLC Investment ManagersFinance Intergy Private Wealth LLC (Intergy) is an independent registered investment advisor headquartered in Colorado Springs, Colorado. The firm was founded by Mark Perrault and Charles B. Dunn in 2021. Intergy provides investment advisory services to clients who include business owners, physicians, technology professionals, family foundations, as well as retirees. | Finance |
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