Greg Weimer
Amministratore Delegato presso Confluence Wealth Services, Inc.
Relazioni attive
| Nome | Sesso | Età | Società collegate | Collaborazione |
|---|---|---|---|---|
| Bill Winkeler | M | - |
Confluence Wealth Services, Inc.
 Confluence Wealth Services, Inc. Investment ManagersFinance Confluence Wealth Services, Inc., dba Confluence Financial Partners (Confluence), is a SEC-registered investment advisor headquartered in McMurray, Pennsylvania. The firm was founded by Gregory J. Weimer in 2021 and is principally owned by Confluence Financial Partners, Inc. Confluence provides comprehensive financial planning and wealth management services to individuals, professionals, business owners, corporate executives, retirement plans. | 2 anni |
Grafico relazionale
Relazione in diverse aziende
Relazioni precedenti
| Nome | Sesso | Età | Società collegate | Collaborazione |
|---|---|---|---|---|
| Doug F. Rowe | M | - |
American Funds Distributors, Inc.
 American Funds Distributors, Inc. Investment ManagersFinance Part of The Capital Group Cos., Inc., American Funds Distributors, Inc. provides investment advice. The company is based in Los Angeles, CA. | 14 anni |
| Tristan Richardson | M | - |
American Funds Distributors, Inc.
American Funds Distributors, Inc. Investment ManagersFinance Part of The Capital Group Cos., Inc., American Funds Distributors, Inc. provides investment advice. The company is based in Los Angeles, CA. | 1 anni |
| Karen A. Black | F | 63 |
University of Pittsburgh at Johnstown
| 4 anni |
| Nadia Shemine Debri Lovell | F | - |
American Funds Distributors, Inc.
American Funds Distributors, Inc. Investment ManagersFinance Part of The Capital Group Cos., Inc., American Funds Distributors, Inc. provides investment advice. The company is based in Los Angeles, CA. | 4 anni |
| Betsy Sarah Martinelli | F | - |
University of Pittsburgh at Johnstown
| 4 anni |
| Bill Miller | M | - |
American Funds Distributors, Inc.
American Funds Distributors, Inc. Investment ManagersFinance Part of The Capital Group Cos., Inc., American Funds Distributors, Inc. provides investment advice. The company is based in Los Angeles, CA. | 3 anni |
Statistiche
| Paese | Relazioni | % del totale |
|---|---|---|
| Stati Uniti | 7 | 100.00% |
Età delle relazioni
Attive
Scorse
Uomo
Donna
Amministratori
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Provenienza delle relazioni
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- Insiders
- Greg Weimer
- Contatti personali
