Storia della carriera di Sara Brittany Kalsman
Precedenti posizioni note di Sara Brittany Kalsman
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Reilly Financial Advisors LLC
 Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Analyst-Equity | 01/07/2013 | 19/02/2016 |
| Analista-Rendimento Fisso | 01/07/2013 | 19/02/2016 | |
| Gestore di Portafoglio-Azioni | 01/07/2013 | 19/02/2016 | |
| Portfolio Manager-Fixed Income | 01/07/2013 | 19/02/2016 |
Formazione di Sara Brittany Kalsman
| San Diego State University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 3 |
Posizioni
| Analyst-Equity | 1 |
| Analyst-Fixed Income | 1 |
| Portfolio Manager-Equities | 1 |
Settori
| Finance | 2 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 1 |
|---|---|
Reilly Financial Advisors LLC
Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Finance |
