Karriereverlauf von Gordon Levi Nelson
Ehemalige bekannte Positionen von Gordon Levi Nelson
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Keystone Wealth Advisors LLC
 Keystone Wealth Advisors LLC Investment ManagersFinance Keystone Wealth Advisors LLC (KWA) is an independent asset management firm headquartered in Logan, Utah. KWA was founded in 2011 and provides portfolio management services and financial planning services to individuals, high-net worth individuals, small businesses, trusts, and other entities. Portfolio management services can be provided for taxable and retirement accounts, such as IRAs that are self-directed. | Vorstandsvorsitzender | 01.05.2011 | 01.02.2023 |
| Portfolio Manager-Aktien | 01.05.2011 | 01.02.2023 | |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 31.12.2002 | 31.12.2002 |
Ausbildung von Gordon Levi Nelson
| Utah State University | Graduate Degree |
Statistik
International
| Vereinigte Staaten | 4 |
Operativ
| Graduate Degree | 1 |
| Corporate Officer/Principal | 1 |
| Chief Executive Officer | 1 |
Sektoral
| Finance | 3 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
| Merrill Lynch & Co., Inc. | Finance |
Keystone Wealth Advisors LLC
Keystone Wealth Advisors LLC Investment ManagersFinance Keystone Wealth Advisors LLC (KWA) is an independent asset management firm headquartered in Logan, Utah. KWA was founded in 2011 and provides portfolio management services and financial planning services to individuals, high-net worth individuals, small businesses, trusts, and other entities. Portfolio management services can be provided for taxable and retirement accounts, such as IRAs that are self-directed. | Finance |
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