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Jamie Felker
Amministratore Delegato presso Abundance Wealth Counselors LLC
Profilo
Jamie Lee Felker is currently the Chief Executive Officer at Abundance Wealth Counselors LLC since 2005.
Prior to this, Mr. Felker worked as a Vice President at Merrill Lynch & Co., Inc. from 1995 to 2004.
Mr. Felker completed an undergraduate degree from Robert Morris University in 1995 and a graduate degree from the University of Phoenix in 2000.
Posizioni attive di Jamie Felker
Società | Posizione | Inizio |
---|---|---|
Abundance Wealth Counselors LLC
![]() Abundance Wealth Counselors LLC Investment ManagersFinance Abundance Wealth Counselors LLC (Abundance) is an independent registered investment advisor headquartered in State College, Pennsylvania. The firm was founded by Richard DeFluri in 2001. Abundance primarily advises and manages the investments of individuals and families with significant investible assets. They act as the investment manager for a pooled investment vehicle. | Amministratore Delegato | 01/01/2005 |
Precedenti posizioni note di Jamie Felker
Società | Posizione | Fine |
---|---|---|
Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Vendite & Marketing | 31/12/2004 |
Formazione di Jamie Felker
Robert Morris University | Undergraduate Degree |
University of Phoenix | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
Aziende private | 2 |
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Abundance Wealth Counselors LLC
![]() Abundance Wealth Counselors LLC Investment ManagersFinance Abundance Wealth Counselors LLC (Abundance) is an independent registered investment advisor headquartered in State College, Pennsylvania. The firm was founded by Richard DeFluri in 2001. Abundance primarily advises and manages the investments of individuals and families with significant investible assets. They act as the investment manager for a pooled investment vehicle. | Finance |
Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
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