Profilo
Mr. Rodney S.
Coleman is President & Senior Financial Advisor at SYM Financial Corp.
He oversees SYM's broad offerings including portfolio management, financial planning, estate planning, risk management, and insurance solutions for affluent families, as well as portfolio management and advisement for nonprofit organizations and group retirement plans.
Mr. Coleman received his Bachelor of Science in economics in U.S.
Naval Academy and received Master of Business Administration in University of Chicago, Booth School of Business.
Posizioni attive di Rod Coleman
| Società | Posizione | Inizio |
|---|---|---|
SYM Financial Corp.
 SYM Financial Corp. Investment ManagersFinance SYM Financial Corp. (dba SYM Financial Advisors) is an independent, SEC-registered investment advisor headquartered in Winona Lake, Indiana. Founded in 1968, the firm provides advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities. | Presidente | 01/05/2000 |
Formazione di Rod Coleman
| The University of Chicago | Masters Business Admin |
| United States Naval Academy | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
SYM Financial Corp.
SYM Financial Corp. Investment ManagersFinance SYM Financial Corp. (dba SYM Financial Advisors) is an independent, SEC-registered investment advisor headquartered in Winona Lake, Indiana. Founded in 1968, the firm provides advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities. | Finance |
- Borsa valori
- Insiders
- Rod Coleman
