![Jana Lee Shoulders](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Jana Lee Shoulders
Amministratore Delegato presso Mariner Wealth Advisors-Oklahoma LLC
Posizioni attive di Jana Lee Shoulders
Società | Posizione | Inizio | Fine |
---|---|---|---|
Mariner Wealth Advisors-Oklahoma LLC
![]() Mariner Wealth Advisors-Oklahoma LLC Investment ManagersFinance Mariner Wealth Advisors-Oklahoma LLC (MWAO) is an investment advisory firm headquartered in Tulsa, Oklahoma. It is majority owned by Mariner LL, which is owned by Mariner Wealth Advisors LLC. The firm was founded as Adams Hall Wealth Advisors LLC in 1997 and became part of the Mariner family in 2012. MWAO provides personal financial planning, consulting, and investment management services to individuals, including high net-worth individuals and very high net-worth families, pension and profit-sharing plans, charitable organizations, corporations and other business entities. | Amministratore Delegato | 01/01/1997 | - |
Fondatore | 01/01/1997 | - | |
Presidente | 01/01/1997 | - |
Storia della carriera di Jana Lee Shoulders
Precedenti posizioni note di Jana Lee Shoulders
Società | Posizione | Inizio | Fine |
---|---|---|---|
Peat Marwick Mitchell & Co. | Corporate Officer/Principal | - | - |
Formazione di Jana Lee Shoulders
The University of Tulsa | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 4 |
Posizioni
Chief Executive Officer | 1 |
Founder | 1 |
President | 1 |
Settori
Finance | 2 |
Commercial Services | 2 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
---|---|
Mariner Wealth Advisors-Oklahoma LLC
![]() Mariner Wealth Advisors-Oklahoma LLC Investment ManagersFinance Mariner Wealth Advisors-Oklahoma LLC (MWAO) is an investment advisory firm headquartered in Tulsa, Oklahoma. It is majority owned by Mariner LL, which is owned by Mariner Wealth Advisors LLC. The firm was founded as Adams Hall Wealth Advisors LLC in 1997 and became part of the Mariner family in 2012. MWAO provides personal financial planning, consulting, and investment management services to individuals, including high net-worth individuals and very high net-worth families, pension and profit-sharing plans, charitable organizations, corporations and other business entities. | Finance |
Peat Marwick Mitchell & Co. | Commercial Services |
- Borsa valori
- Insiders
- Jana Lee Shoulders
- Esperienza