James Robin Goodfellow Skjong
Responsabile della Conformità presso Ulland Investment Advisors LLC
Profilo
Mr. James R.
Skjong is a Director of Trading, Compliance & Operations at Ulland Investment Advisors LLC.
He handles portfolio administration, compliance and firm trading duties.
Prior to joining the firm in January 2005, Mr. Skjong spent two years at Ameriprise Financial working in the company’s mutual fund product group.
He graduated from Carleton College with a B.A.
in Political Science and a concentration in Political Economy.
Mr. Skjong has his NASD Series 65 license.
Posizioni attive di James Robin Goodfellow Skjong
Società | Posizione | Inizio |
---|---|---|
Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | Responsabile della Conformità | - |
Precedenti posizioni note di James Robin Goodfellow Skjong
Società | Posizione | Fine |
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AMERIPRISE FINANCIAL, INC. | Corporate Officer/Principal | - |
Formazione di James Robin Goodfellow Skjong
Carleton College | 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
Società quotate in Borsa | 1 |
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AMERIPRISE FINANCIAL, INC. | Finance |
Aziende private | 1 |
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Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | Finance |
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