Michelle Marie Smith
Amministratore Delegato presso Source Financial Advisors LLC
Posizioni attive di Michelle Marie Smith
Società | Posizione | Inizio | Fine |
---|---|---|---|
DW Media LLC
DW Media LLC Miscellaneous Commercial ServicesCommercial Services DW Media LLC provides online personal finance assistance for women. It offers a directory of financial advisors and business experts to help women at every life stage. The firm delivers advice across all areas of finance, career and entrepreneurship via daily email (sign up!) and website. The company is headquartered in Philadelphia, PA. | Presidente | - | - |
Source Financial Advisors LLC
Source Financial Advisors LLC Investment ManagersFinance Source Financial Advisors LLC (Source) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2012 and is principally owned by Michelle Smith. Source provides investment advisory services to individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | Amministratore Delegato | 29/06/2012 | - |
Fondatore | 29/06/2012 | - |
Storia della carriera di Michelle Marie Smith
Precedenti posizioni note di Michelle Marie Smith
Società | Posizione | Inizio | Fine |
---|---|---|---|
Alexandra & James Advisory Services LLC
Alexandra & James Advisory Services LLC Investment ManagersFinance Founded in 2006, Alexandra & James Advisory Services LLC is a registered investment advisor located in New York City. , Inc. The firm is a subsidiary of Alexandra & James, Inc. They provide wealth management, asset allocation, and portfolio construction services to individuals, pension and profit sharing plans, charitable organizations and corporations. | Fondatore | 01/01/2006 | - |
Corporate Officer/Principal | 01/01/2006 | - |
Formazione di Michelle Marie Smith
Radford University College of Business & Economics | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 4 |
2 |
Posizioni
Founder | 2 |
President | 1 |
Chief Executive Officer | 1 |
Settori
Finance | 3 |
Commercial Services | 2 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
---|---|
DW Media LLC
DW Media LLC Miscellaneous Commercial ServicesCommercial Services DW Media LLC provides online personal finance assistance for women. It offers a directory of financial advisors and business experts to help women at every life stage. The firm delivers advice across all areas of finance, career and entrepreneurship via daily email (sign up!) and website. The company is headquartered in Philadelphia, PA. | Commercial Services |
Source Financial Advisors LLC
Source Financial Advisors LLC Investment ManagersFinance Source Financial Advisors LLC (Source) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2012 and is principally owned by Michelle Smith. Source provides investment advisory services to individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | Finance |
Alexandra & James Advisory Services LLC
Alexandra & James Advisory Services LLC Investment ManagersFinance Founded in 2006, Alexandra & James Advisory Services LLC is a registered investment advisor located in New York City. , Inc. The firm is a subsidiary of Alexandra & James, Inc. They provide wealth management, asset allocation, and portfolio construction services to individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
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