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Mark Anthony Bernazzani
Amministratore Delegato presso My Personal CFO LLC
Posizioni attive di Mark Anthony Bernazzani
Società | Posizione | Inizio | Fine |
---|---|---|---|
My Personal CFO LLC
![]() My Personal CFO LLC Investment ManagersFinance My Personal CFO LLC is an independent registered investment advisor headquartered in Vancouver, Washington. The firm was founded in 2018 and is principally owned by Mark Bernazzani. My Personal CFO offers a variety of advisory services, which include financial planning and consulting services, wealth management services, and retirement plan services to individuals, trusts, estates, charitable organizations, corporations and business entities, and pension and profit-sharing plans (such as defined benefit plans). | Amministratore Delegato | 01/10/2018 | - |
Responsabile della Conformità | 01/10/2018 | - |
Storia della carriera di Mark Anthony Bernazzani
Precedenti posizioni note di Mark Anthony Bernazzani
Società | Posizione | Inizio | Fine |
---|---|---|---|
Brighton Jones LLC
![]() Brighton Jones LLC Investment ManagersFinance Brighton Jones LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. It was founded by Charles Brighton and Jon Jones in 1999. The firm provides investment management services to individuals, high net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, business entities, and trusts. | Corporate Officer/Principal | 01/04/2013 | 01/05/2018 |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Corporate Officer/Principal | 01/08/2009 | 01/04/2013 |
Formazione di Mark Anthony Bernazzani
University of Idaho | Undergraduate Degree |
The Leonard N Stern School of Business | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Corporate Officer/Principal | 2 |
Chief Executive Officer | 1 |
Compliance Officer | 1 |
Settori
Finance | 4 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
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My Personal CFO LLC
![]() My Personal CFO LLC Investment ManagersFinance My Personal CFO LLC is an independent registered investment advisor headquartered in Vancouver, Washington. The firm was founded in 2018 and is principally owned by Mark Bernazzani. My Personal CFO offers a variety of advisory services, which include financial planning and consulting services, wealth management services, and retirement plan services to individuals, trusts, estates, charitable organizations, corporations and business entities, and pension and profit-sharing plans (such as defined benefit plans). | Finance |
Brighton Jones LLC
![]() Brighton Jones LLC Investment ManagersFinance Brighton Jones LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. It was founded by Charles Brighton and Jon Jones in 1999. The firm provides investment management services to individuals, high net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, business entities, and trusts. | Finance |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Finance |