Audrey Westfall
Compliance Officer bei Oakwell Private Wealth Management LLC
Profil
Ms. Audrey Westfall is a Director of Operations at Oakwell Private Wealth Management LLC.
She is dedicated to building relationships and providing the best client experience possible.
She assists firm Private Wealth Advisors with daily operations and she is focused on providing excellent client service and advisor support.
She previously worked in the investments department at a local credit union.
She graduated from The University of Texas at Austin in 2010 with a Bachelor of Arts degree and a Bachelor of Science degree.
Aktive Positionen von Audrey Westfall
| Unternehmen | Position | Beginn |
|---|---|---|
Oakwell Private Wealth Management LLC
 Oakwell Private Wealth Management LLC Investment ManagersFinance Oakwell Private Wealth Management LLC (Oakwell) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded in 2012 and is majority owned by Ceruse Financial LLC. Oakwell provides investment advice and/or management supervisory services to individuals, and pension and profit-sharing plans for small businesses. | Compliance Officer | 01.01.2016 |
Ausbildung von Audrey Westfall
| University of Texas at Austin Graduate School | 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 | 1 |
|---|---|
Oakwell Private Wealth Management LLC
Oakwell Private Wealth Management LLC Investment ManagersFinance Oakwell Private Wealth Management LLC (Oakwell) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded in 2012 and is majority owned by Ceruse Financial LLC. Oakwell provides investment advice and/or management supervisory services to individuals, and pension and profit-sharing plans for small businesses. | Finance |
