LeAnn G. Mitchell
Fondatore presso Alpha Omega Wealth Management LLC
Profilo
Ms. LeAnn G.
Mitchell is a Chief Compliance Officer, Director of Client Services & Founder at Alpha Omega Wealth Management LLC.
She has over 15 years of experience in financial services.
Previously she was working with John Hancock, First Union, Scott & Stringfellow, Prudential Securities and SunTrust Capital Markets.
She has a BA from Bentley College and has earned the designation of Chartered Retirement Planning Counselor.
Posizioni attive di LeAnn G. Mitchell
| Società | Posizione | Inizio |
|---|---|---|
Alpha Omega Wealth Management LLC
 Alpha Omega Wealth Management LLC Investment ManagersFinance Alpha Omega Wealth Management LLC (Alpha Omega) is a SEC-registered investment adviser headquartered in Richmond, Virginia. The firm was founded in 2009 by Craig Forbes, LeAnn G. Mitchell and William “Art” Washburn. The firm is a subsidiary of AO Wealth Holding Co. LLC. Alpha Omega provides discretionary and/or non-discretionary investment advisory services to individuals, business entities, trusts, estates, and charitable organizations. | Fondatore | 27/02/2009 |
Precedenti posizioni note di LeAnn G. Mitchell
| Società | Posizione | Fine |
|---|---|---|
| SunTrust Capital Markets, Inc. | Corporate Officer/Principal | - |
Scott & Stringfellow Financial, Inc.
 Scott & Stringfellow Financial, Inc. Investment ManagersFinance Scott & Stringfellow, Inc. (SS), founded in 1893, is a full service regional brokerage and investment banking firm that serves individual, institutional, corporate and municipal clients. In 1999, the firm became part of BB&T Corporation (NYSE: BBT). They manage the CHOICE portfolios and the BB&T Special Opportunities Fund | Corporate Officer/Principal | - |
Formazione di LeAnn G. Mitchell
| Bentley University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Alpha Omega Wealth Management LLC
Alpha Omega Wealth Management LLC Investment ManagersFinance Alpha Omega Wealth Management LLC (Alpha Omega) is a SEC-registered investment adviser headquartered in Richmond, Virginia. The firm was founded in 2009 by Craig Forbes, LeAnn G. Mitchell and William “Art” Washburn. The firm is a subsidiary of AO Wealth Holding Co. LLC. Alpha Omega provides discretionary and/or non-discretionary investment advisory services to individuals, business entities, trusts, estates, and charitable organizations. | Finance |
Scott & Stringfellow Financial, Inc.
Scott & Stringfellow Financial, Inc. Investment ManagersFinance Scott & Stringfellow, Inc. (SS), founded in 1893, is a full service regional brokerage and investment banking firm that serves individual, institutional, corporate and municipal clients. In 1999, the firm became part of BB&T Corporation (NYSE: BBT). They manage the CHOICE portfolios and the BB&T Special Opportunities Fund | Finance |
| SunTrust Capital Markets, Inc. | Finance |
- Borsa valori
- Insiders
- LeAnn G. Mitchell
