Peggy Miller Ruhlin
Direttore/Membro del Consiglio presso Certified Financial Planner Board of Standards, Inc.
Posizioni attive di Peggy Miller Ruhlin
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Direttore/Membro del Consiglio | - | - |
Storia della carriera di Peggy Miller Ruhlin
Precedenti posizioni note di Peggy Miller Ruhlin
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
BRR Opco LLC
 BRR Opco LLC Investment ManagersFinance BRR Opco LLC (BRR) is a wealth management firm headquartered in Columbus, Ohio. The firm was founded by Jim Budros in 1979 as Budros, Ruhlin & Roe, Inc., which serves as their current trade name. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. BRR primarily provides wealth management services to high-net-worth individuals and their associated entities, trusts, and estates. | Direttore/Membro del Consiglio | 01/02/2019 | 01/01/2022 |
| Amministratore Delegato | 01/09/1987 | 01/02/2019 | |
| Direttore operativo | 01/09/1987 | - | |
| Direttore Finanziario/CFO | 01/09/1987 | - | |
| The International Association for Financial Planning | Presidente | 01/01/2006 | - |
| Presidente | 01/01/2006 | - | |
| Foundation for Financial Planning | Corporate Officer/Principal | - | - |
Formazione di Peggy Miller Ruhlin
| Otterbein College | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 6 |
Posizioni
| Director/Board Member | 2 |
| Chief Executive Officer | 1 |
| Chief Operating Officer | 1 |
Settori
| Finance | 2 |
| Consumer Services | 2 |
| Commercial Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 4 |
|---|---|
BRR Opco LLC
BRR Opco LLC Investment ManagersFinance BRR Opco LLC (BRR) is a wealth management firm headquartered in Columbus, Ohio. The firm was founded by Jim Budros in 1979 as Budros, Ruhlin & Roe, Inc., which serves as their current trade name. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. BRR primarily provides wealth management services to high-net-worth individuals and their associated entities, trusts, and estates. | Finance |
| Foundation for Financial Planning | |
| The International Association for Financial Planning | |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Commercial Services |
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