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Kiely K. Pleasant
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Profilo
Ms. Pleasant joined HWCM in 2003.
Prior to that, she founded her own Financial Planning practice in 1999, Pleasant Financial Planning, where she worked with both individuals and small businesses.
In addition, she joined Fortis Investors Inc. in 1993 in their Management Trainee program eventually being promoted to Account Executive.
Ms. Pleasant received her BA in English with an Option in Writing in 1993 from California State University, Northridge.
She holds designations as a Chartered Mutual Fund Counselor from the College of Financial Planning and Chartered Retirement Plans Specialist.
In additions, she is Series 6 and 63 registered as well as California Insurance licensed for Health, Life, Disability and Long-Term Care.
Precedenti posizioni note di Kiely K. Pleasant
Società | Posizione | Fine |
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Hotchkis & Wiley Capital Management LLC
![]() Hotchkis & Wiley Capital Management LLC Investment ManagersFinance Hotchkis & Wiley Capital Management LLC (Hotchkis & Wiley) is a SEC-registered investment advisor and mutual fund manager headquartered in Los Angeles, California. The firm was founded in 2001 and is a subsidiary of HWCap Holdings LLC, ultimately held by Warren A. Stephens Trust. They provide investment advisory services to institutional and individual investors. Hotchkis & Wiley is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Corporate Officer/Principal | - |
Formazione di Kiely K. Pleasant
The California State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
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Hotchkis & Wiley Capital Management LLC
![]() Hotchkis & Wiley Capital Management LLC Investment ManagersFinance Hotchkis & Wiley Capital Management LLC (Hotchkis & Wiley) is a SEC-registered investment advisor and mutual fund manager headquartered in Los Angeles, California. The firm was founded in 2001 and is a subsidiary of HWCap Holdings LLC, ultimately held by Warren A. Stephens Trust. They provide investment advisory services to institutional and individual investors. Hotchkis & Wiley is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Finance |
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