Kaliko Michelle Veiseh

Gestore di Portafoglio-Azioni presso Soundmark Wealth Management LLC

45 anni

Finance

Consumer Services

Profilo

Ms. Kaliko M.
Veiseh is a Senior Wealth Advisor at Soundmark Wealth Management LLC.
She received her B.A.
Finance and Management from the University of Washington.

Posizioni attive di Kaliko Michelle Veiseh

Società	Posizione	Inizio
Soundmark Wealth Management LLC Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts.	Gestore di Portafoglio-Azioni	01/03/2003

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Formazione di Kaliko Michelle Veiseh

University of Washington

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

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Società collegate

Aziende private	1
Soundmark Wealth Management LLC Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts.	Finance