Kaliko Michelle Veiseh
Gestore di Portafoglio-Azioni presso Soundmark Wealth Management LLC
Provenienza dei contatti di primo grado di Kaliko Michelle Veiseh
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
5
| Subsidiary | Investment Managers | 5 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kaliko Michelle Veiseh tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Undergraduate Degree | |
Pacific Asset Management LLC (Washington)
 Pacific Asset Management LLC (Washington) Investment ManagersFinance Pacific Asset Management LLC (PAM) is an independent, SEC-registered investment advisor headquartered in Gig Harbor, Washington. The firm was founded in 1998 by Gary Lucy and Don Cox. PAM provides investment management services primarily to high net-worth individuals. | Investment Managers | Analyst-Equity | |
| Golden Gate University | College/University | Graduate Degree | |
| Texas A&M University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 6 |
| Canada | 2 |
Settori
| Finance | 4 |
| Consumer Services | 4 |
Posizioni
| Portfolio Manager-Equities | 5 |
| Portfolio Manager-Fixed Income | 4 |
| Undergraduate Degree | 3 |
| Analyst-Equity | 2 |
| Corporate Officer/Principal | 2 |
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