Profilo
Ms. Nelly O.
Mubashi is a Chief Executive Officer at NWAM LLC.
She has over 18 years of experience in wealth management.
She directs the firm’s overall strategic plan, business growth and oversees all business units.
The goal of the firm is to bring together likeminded individuals/firms from across the US and provide a platform where advisors and their clients can take advantage of economies of scale, technology, pricing power and service.
She received her undergraduate degree from Seattle University and a graduate degree from Seattle University.
Posizioni attive di Nelly Olinda Mubashi
| Società | Posizione | Inizio |
|---|---|---|
NWAM LLC
NWAM LLC Investment ManagersFinance Northwest Asset Management uses multiple strategies in order to best meet the diverse needs of their clients. The firm generally adheres to the principles of Modern Portfolio Theory, which advocates investing across different asset classes to increase diversity and reduce risk. They recommend a mix of asset classes for client portfolio based on an assessment of client’s long-term financial objectives. | Amministratore Delegato | 01/08/2008 |
Formazione di Nelly Olinda Mubashi
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Seattle University
Seattle University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
NWAM LLC
NWAM LLC Investment ManagersFinance Northwest Asset Management uses multiple strategies in order to best meet the diverse needs of their clients. The firm generally adheres to the principles of Modern Portfolio Theory, which advocates investing across different asset classes to increase diversity and reduce risk. They recommend a mix of asset classes for client portfolio based on an assessment of client’s long-term financial objectives. | Finance |
















