Posizioni attive di Joe Splendorio
Società | Posizione | Inizio | Fine |
---|---|---|---|
CWS Financial Advisors LLC
CWS Financial Advisors LLC Investment ManagersFinance CWS Financial Advisors LLC (CWSFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Kalamazoo, Michigan. The firm was founded by Joseph Splendorio in 2018. CWSFA provides comprehensive financial planning and wealth management services to individuals, families, and business owners. | Fondatore | 01/04/2018 | - |
Gestore di Portafoglio-Azioni | 01/04/2018 | - |
Storia della carriera di Joe Splendorio
Precedenti posizioni note di Joe Splendorio
Società | Posizione | Inizio | Fine |
---|---|---|---|
Wells Fargo Advisors (California) | Corporate Officer/Principal | 01/01/2011 | 01/01/2014 |
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc. Investment ManagersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Corporate Officer/Principal | 01/01/2007 | 01/01/2011 |
Formazione di Joe Splendorio
Cornell University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Corporate Officer/Principal | 2 |
Founder | 1 |
Portfolio Manager-Equities | 1 |
Settori
Finance | 3 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
---|---|
CWS Financial Advisors LLC
CWS Financial Advisors LLC Investment ManagersFinance CWS Financial Advisors LLC (CWSFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Kalamazoo, Michigan. The firm was founded by Joseph Splendorio in 2018. CWSFA provides comprehensive financial planning and wealth management services to individuals, families, and business owners. | Finance |
Wells Fargo Advisors (California) | |
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc. Investment ManagersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Finance |
- Borsa valori
- Insiders
- Joe Splendorio
- Esperienza