Mark Keating

Chief Investment Officer bei Willow Creek Wealth Management, Inc.

Finance

Consumer Services

Aktive Positionen von Mark Keating

Unternehmen	Position	Beginn	Ende
Willow Creek Wealth Management, Inc. Willow Creek Wealth Management, Inc. Investment ManagersFinance Willow Creek Wealth Management, Inc. (Willow Creek) is an independent registered investment adviser headquartered in Sebastopol, California. The firm was founded by Bruce J. Dzieza in 1984 as Willow Creek Financial Services, Inc. Willow Creek provides investment advisory services to a variety of clientele, such as individuals, families, businesses, pension and profit-sharing plans, trusts and charitable organizations.	Chief Investment Officer	01.01.2008	-
	Mitglied des Investmentausschusses	01.01.2008	-
	Portfolio Manager-Aktien	01.01.2008	-

Unternehmen	Position	Beginn	Ende
Wells Fargo Securities LLC Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.	Trading-Equity	-	-

Santa Clara University

Undergraduate Degree

International

Vereinigte Staaten

Operativ

Chief Investment Officer	1
Investment Committee Member	1
Portfolio Manager-Equities	1

Sektoral

Finance	3
Consumer Services	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	2
Willow Creek Wealth Management, Inc. Willow Creek Wealth Management, Inc. Investment ManagersFinance Willow Creek Wealth Management, Inc. (Willow Creek) is an independent registered investment adviser headquartered in Sebastopol, California. The firm was founded by Bruce J. Dzieza in 1984 as Willow Creek Financial Services, Inc. Willow Creek provides investment advisory services to a variety of clientele, such as individuals, families, businesses, pension and profit-sharing plans, trusts and charitable organizations.	Finance
Wells Fargo Securities LLC Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.	Finance

Private Unternehmen

Finance