Kaliko Michelle Veiseh
Gestore di Portafoglio-Azioni presso Soundmark Wealth Management LLC
Posizioni attive di Kaliko Michelle Veiseh
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
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 | - |
| Portfolio Manager-Fixed Income | 01/03/2003 | - |
Storia della carriera di Kaliko Michelle Veiseh
Formazione di Kaliko Michelle Veiseh
| University of Washington | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 3 |
Posizioni
| Portfolio Manager-Equities | 1 |
| Portfolio Manager-Fixed Income | 1 |
| Undergraduate Degree | 1 |
Settori
| Finance | 2 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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 |
