Karriereverlauf von Jake Heisler
Ehemalige bekannte Positionen von Jake Heisler
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Versant Capital Management, Inc.
Versant Capital Management, Inc. Investment ManagersFinance Versant Capital Management, Inc. (Versant) is a SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by Thomas Connelly in 2004 and they are a subsidiary of The Connelly Family Trust. Versant offers discretionary and non-discretionary investment advisory, financial planning, and related consulting services to high net-worth clients, including individuals, families, and their related entities (trusts, estates, and private foundations) as well as pension and profit sharing plans, charitable organizations, corporations, and business entities. | Analyst-Equity | 01.12.2017 | 01.09.2019 |
Trading-Equity | 01.12.2017 | 01.09.2019 |
Ausbildung von Jake Heisler
Grand Canyon University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 3 |
Operativ
Analyst-Equity | 1 |
Trading-Equity | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 2 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
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Versant Capital Management, Inc.
Versant Capital Management, Inc. Investment ManagersFinance Versant Capital Management, Inc. (Versant) is a SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by Thomas Connelly in 2004 and they are a subsidiary of The Connelly Family Trust. Versant offers discretionary and non-discretionary investment advisory, financial planning, and related consulting services to high net-worth clients, including individuals, families, and their related entities (trusts, estates, and private foundations) as well as pension and profit sharing plans, charitable organizations, corporations, and business entities. | Finance |
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