Profilo
Jake Heisler worked as a Senior Client Associate at Versant Capital Management, Inc. from 2017 to 2019.
He obtained his undergraduate degree from Grand Canyon University in 2017.
Precedenti posizioni note di Jake Heisler
| Società | Posizione | Fine |
|---|---|---|
Versant Capital Management, Inc.
 Versant Capital Management, Inc. Investment ManagersFinance Versant Capital Management, Inc. (Versant) is a SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by Thomas Connelly in 2004 and they are a subsidiary of The Connelly Family Trust. Versant offers discretionary and non-discretionary investment advisory, financial planning, and related consulting services to high net-worth clients, including individuals, families, and their related entities (trusts, estates, and private foundations) as well as pension and profit sharing plans, charitable organizations, corporations, and business entities. | Analyst-Equity | 01/09/2019 |
Formazione di Jake Heisler
| Grand Canyon University | 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 |
|---|---|
Versant Capital Management, Inc.
Versant Capital Management, Inc. Investment ManagersFinance Versant Capital Management, Inc. (Versant) is a SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by Thomas Connelly in 2004 and they are a subsidiary of The Connelly Family Trust. Versant offers discretionary and non-discretionary investment advisory, financial planning, and related consulting services to high net-worth clients, including individuals, families, and their related entities (trusts, estates, and private foundations) as well as pension and profit sharing plans, charitable organizations, corporations, and business entities. | Finance |
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