LeAnn G. Mitchell
Gründer bei Alpha Omega Wealth Management LLC
Profil
Ms. LeAnn G.
Mitchell is a Chief Compliance Officer, Director of Client Services & Founder at Alpha Omega Wealth Management LLC.
She has over 15 years of experience in financial services.
Previously she was working with John Hancock, First Union, Scott & Stringfellow, Prudential Securities and SunTrust Capital Markets.
She has a BA from Bentley College and has earned the designation of Chartered Retirement Planning Counselor.
Aktive Positionen von LeAnn G. Mitchell
| Unternehmen | Position | Beginn |
|---|---|---|
Alpha Omega Wealth Management LLC
 Alpha Omega Wealth Management LLC Investment ManagersFinance Alpha Omega Wealth Management LLC (Alpha Omega) is a SEC-registered investment adviser headquartered in Richmond, Virginia. The firm was founded in 2009 by Craig Forbes, LeAnn G. Mitchell and William “Art” Washburn. The firm is a subsidiary of AO Wealth Holding Co. LLC. Alpha Omega provides discretionary and/or non-discretionary investment advisory services to individuals, business entities, trusts, estates, and charitable organizations. | Gründer | 27.02.2009 |
Ehemalige bekannte Positionen von LeAnn G. Mitchell
| Unternehmen | Position | Ende |
|---|---|---|
| SunTrust Capital Markets, Inc. | Corporate Officer/Principal | - |
Scott & Stringfellow Financial, Inc.
 Scott & Stringfellow Financial, Inc. Investment ManagersFinance Scott & Stringfellow, Inc. (SS), founded in 1893, is a full service regional brokerage and investment banking firm that serves individual, institutional, corporate and municipal clients. In 1999, the firm became part of BB&T Corporation (NYSE: BBT). They manage the CHOICE portfolios and the BB&T Special Opportunities Fund | Corporate Officer/Principal | - |
Ausbildung von LeAnn G. Mitchell
| Bentley University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Alpha Omega Wealth Management LLC
Alpha Omega Wealth Management LLC Investment ManagersFinance Alpha Omega Wealth Management LLC (Alpha Omega) is a SEC-registered investment adviser headquartered in Richmond, Virginia. The firm was founded in 2009 by Craig Forbes, LeAnn G. Mitchell and William “Art” Washburn. The firm is a subsidiary of AO Wealth Holding Co. LLC. Alpha Omega provides discretionary and/or non-discretionary investment advisory services to individuals, business entities, trusts, estates, and charitable organizations. | Finance |
Scott & Stringfellow Financial, Inc.
Scott & Stringfellow Financial, Inc. Investment ManagersFinance Scott & Stringfellow, Inc. (SS), founded in 1893, is a full service regional brokerage and investment banking firm that serves individual, institutional, corporate and municipal clients. In 1999, the firm became part of BB&T Corporation (NYSE: BBT). They manage the CHOICE portfolios and the BB&T Special Opportunities Fund | Finance |
| SunTrust Capital Markets, Inc. | Finance |
