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Dan Ciez
Vorstandsvorsitzender bei Jacksonville Wealth Management LLC
Aktive Positionen von Dan Ciez
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Jacksonville Wealth Management LLC
![]() Jacksonville Wealth Management LLC Investment ManagersFinance Jacksonville Wealth Management LLC provides comprehensive investment management and retirement planning services for families, retirees, and business owners. The private company is based in Jacksonville, FL. The company's holistic approach guides clients through all aspects of financial planning, including planning, investing, retiring, and endowing. The firm's guiding principles, including shared values, service values, investment philosophy, mission statement, and the 75 things they do for every client, ensure an exceptional client experience. The company was founded in 2013, and Daniel Martin Ciez has been the CEO since then. | Vorstandsvorsitzender | 01.09.2013 | - |
Compliance Officer | 01.09.2013 | - | |
Präsident | 01.09.2013 | - |
Karriereverlauf von Dan Ciez
Ausbildung von Dan Ciez
University of Florida | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 3 |
Operativ
Chief Executive Officer | 1 |
Compliance Officer | 1 |
President | 1 |
Sektoral
Finance | 2 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
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Jacksonville Wealth Management LLC
![]() Jacksonville Wealth Management LLC Investment ManagersFinance Jacksonville Wealth Management LLC provides comprehensive investment management and retirement planning services for families, retirees, and business owners. The private company is based in Jacksonville, FL. The company's holistic approach guides clients through all aspects of financial planning, including planning, investing, retiring, and endowing. The firm's guiding principles, including shared values, service values, investment philosophy, mission statement, and the 75 things they do for every client, ensure an exceptional client experience. The company was founded in 2013, and Daniel Martin Ciez has been the CEO since then. | Finance |