Patrick Floreani
Portfolio Manager-Aktien bei WealthBridge Investment Counsel, Inc.
Aktive Positionen von Patrick Floreani
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
WealthBridge Investment Counsel, Inc.
 WealthBridge Investment Counsel, Inc. Investment ManagersFinance WealthBridge Investment Counsel, Inc. (WealthBridge) is an independent wealth management firm headquartered in Calgary, Canada. WealthBridge provides wealth management services, which include investment management, financial planning and tax & estate planning for high net worth individuals and their families. | Portfolio Manager-Aktien | 01.01.2011 | - |
| Chief Investment Officer | 01.01.2011 | 01.01.2024 |
Karriereverlauf von Patrick Floreani
Ehemalige bekannte Positionen von Patrick Floreani
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Société Générale (Canada Branch)
 Société Générale (Canada Branch) Major BanksFinance Société Générale provides commercial and investment banking. Its clients include large corporate, middle market companies, financial institutions, institutional investors and state and local governments. The company is headquartered in Montréal, Canada. | Corporate Officer/Principal | 01.02.2008 | 01.06.2010 |
Canadian Wealth Management Corp.
 Canadian Wealth Management Corp. Investment ManagersFinance Part of Wealth Stewards Portfolio Management, Inc., Canadian Wealth Management Corp. provides wealth and financial management services. The company is based in Prince George, Canada. Canadian Wealth Management was acquired by Wealth Stewards Portfolio Management, Inc. on May 17, 2010. | Corporate Officer/Principal | 01.03.1996 | 01.02.2008 |
Ausbildung von Patrick Floreani
| University of Alberta | Masters Business Admin |
Statistik
International
| Kanada | 5 |
Operativ
| Corporate Officer/Principal | 2 |
| Chief Investment Officer | 1 |
| Portfolio Manager-Equities | 1 |
Sektoral
| Finance | 4 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
WealthBridge Investment Counsel, Inc.
WealthBridge Investment Counsel, Inc. Investment ManagersFinance WealthBridge Investment Counsel, Inc. (WealthBridge) is an independent wealth management firm headquartered in Calgary, Canada. WealthBridge provides wealth management services, which include investment management, financial planning and tax & estate planning for high net worth individuals and their families. | Finance |
Société Générale (Canada Branch)
Société Générale (Canada Branch) Major BanksFinance Société Générale provides commercial and investment banking. Its clients include large corporate, middle market companies, financial institutions, institutional investors and state and local governments. The company is headquartered in Montréal, Canada. | Finance |
Canadian Wealth Management Corp.
Canadian Wealth Management Corp. Investment ManagersFinance Part of Wealth Stewards Portfolio Management, Inc., Canadian Wealth Management Corp. provides wealth and financial management services. The company is based in Prince George, Canada. Canadian Wealth Management was acquired by Wealth Stewards Portfolio Management, Inc. on May 17, 2010. | Finance |
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