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Storia della carriera di Lois Laudereau Cole
Precedenti posizioni note di Lois Laudereau Cole
Società | Posizione | Inizio | Fine |
---|---|---|---|
Wealth Architects LLC
![]() Wealth Architects LLC Investment ManagersFinance Wealth Architects LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Mountain View, California. The firm was founded by Mark Johnsen and Lois Cole in 2005 and is majority-owned by the Johnsen Family Living Trust. They provide comprehensive wealth management, wealth planning and wealth consulting services to individuals and their trusts, estates and retirement plans, pension and profit-sharing plans and charitable organizations. | Fondatore | 01/01/2005 | 10/03/2022 |
Formazione di Lois Laudereau Cole
San Jose State University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 3 |
Posizioni
Founder | 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 |
---|---|
Wealth Architects LLC
![]() Wealth Architects LLC Investment ManagersFinance Wealth Architects LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Mountain View, California. The firm was founded by Mark Johnsen and Lois Cole in 2005 and is majority-owned by the Johnsen Family Living Trust. They provide comprehensive wealth management, wealth planning and wealth consulting services to individuals and their trusts, estates and retirement plans, pension and profit-sharing plans and charitable organizations. | Finance |
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