Monica Muñoz
Analyst-Equity presso Litman Gregory Wealth Management LLC
Posizioni attive di Monica Muñoz
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Analyst-Equity | 01/01/2018 | - |
| Gestore di Portafoglio-Azioni | 01/01/2018 | - | |
| Corporate Officer/Principal | 01/01/2007 | 01/01/2018 |
Storia della carriera di Monica Muñoz
Precedenti posizioni note di Monica Muñoz
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Paul Financial LLC
 Paul Financial LLC Finance/Rental/LeasingFinance Paul Financial LLC provides mortgage banking services. The firm has offices in California, Nevada, Utah, Idaho, Montana, Wyoming, Oregon, Washington, Colorado, Arizona, and New Mexico. The company was founded in 2003 and is headquartered in San Rafael, CA. | Corporate Officer/Principal | - | - |
Alders Financial Solutions
 Alders Financial Solutions Investment ManagersFinance Alders Financial Solutions provides investment advice. The private company is based in Novato, CA. | Corporate Officer/Principal | - | - |
Formazione di Monica Muñoz
| Sonoma State University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 5 |
Posizioni
| Corporate Officer/Principal | 3 |
| Undergraduate Degree | 1 |
| Analyst-Equity | 1 |
Settori
| Finance | 4 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 3 |
|---|---|
Paul Financial LLC
Paul Financial LLC Finance/Rental/LeasingFinance Paul Financial LLC provides mortgage banking services. The firm has offices in California, Nevada, Utah, Idaho, Montana, Wyoming, Oregon, Washington, Colorado, Arizona, and New Mexico. The company was founded in 2003 and is headquartered in San Rafael, CA. | Finance |
Alders Financial Solutions
Alders Financial Solutions Investment ManagersFinance Alders Financial Solutions provides investment advice. The private company is based in Novato, CA. | Finance |
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |
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