Jodi Trabbic Vleck
Amministratore Delegato presso Beta Wealth Group, Inc.
Posizioni attive di Jodi Trabbic Vleck
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Beta Wealth Group, Inc.
 Beta Wealth Group, Inc. Investment ManagersFinance Beta Wealth Group, Inc. is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jodi Vleck in 2009. Beta Wealth Group provides a wide array of investment advisory services to a niche group of executives and professionals in the technology, engineering, life sciences, biotechnology, and telecommunications software industries. | Amministratore Delegato | 01/12/2009 | - |
| Fondatore | 01/12/2009 | - | |
| Gestore di Portafoglio-Azioni | 01/12/2009 | - | |
| Presidente | 01/12/2009 | - | |
| Responsabile della Conformità | 01/12/2009 | - |
Storia della carriera di Jodi Trabbic Vleck
Precedenti posizioni note di Jodi Trabbic Vleck
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Addison Avenue Federal Credit Union
 Addison Avenue Federal Credit Union Savings BanksFinance Addison Avenue Federal Credit Union provides deposit, lending and investment services. The company offers home, auto, student and personal loans. It also provides insurance for property, family and health protection. The company serves current & former employees of HP and their family members. It was founded in 1970 and is headquartered in Palo Alto, CA. | Corporate Officer/Principal | - | - |
Formazione di Jodi Trabbic Vleck
| Western Michigan University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 4 |
Posizioni
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| Founder | 1 |
Settori
| Finance | 3 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
Beta Wealth Group, Inc.
Beta Wealth Group, Inc. Investment ManagersFinance Beta Wealth Group, Inc. is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jodi Vleck in 2009. Beta Wealth Group provides a wide array of investment advisory services to a niche group of executives and professionals in the technology, engineering, life sciences, biotechnology, and telecommunications software industries. | Finance |
Addison Avenue Federal Credit Union
Addison Avenue Federal Credit Union Savings BanksFinance Addison Avenue Federal Credit Union provides deposit, lending and investment services. The company offers home, auto, student and personal loans. It also provides insurance for property, family and health protection. The company serves current & former employees of HP and their family members. It was founded in 1970 and is headquartered in Palo Alto, CA. | Finance |
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