Karriereverlauf von Bill Roth
Ehemalige bekannte Positionen von Bill Roth
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Bernardo Wealth Planning LLC
 Bernardo Wealth Planning LLC Investment ManagersFinance Bernardo Wealth Planning LLC (BWP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Harleysville, Pennsylvania. Founded in 2017, BWP provides investment advice to individuals, families, trusts, and charitable organizations and foundations, pensions and corporations. | Compliance Officer | 01.09.2017 | 01.04.2019 |
| Head-Equity Investments | 01.09.2017 | 01.04.2019 | |
| Portfolio Manager-Aktien | 01.09.2017 | 01.04.2019 | |
| Centurion Asset Management LLC | Corporate Officer/Principal | 01.10.2014 | 01.05.2016 |
Capital Analysts LLC
 Capital Analysts LLC Investment ManagersFinance Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans. | Corporate Officer/Principal | 01.03.2008 | 01.09.2013 |
Ausbildung von Bill Roth
| East Stroudsburg University of Pennsylvania | Undergraduate Degree |
| LaSalle University | Masters Business Admin |
Statistik
International
| Vereinigte Staaten | 6 |
Operativ
| Corporate Officer/Principal | 2 |
| Compliance Officer | 1 |
| Head-Equity Investments | 1 |
Sektoral
| Finance | 3 |
| Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Bernardo Wealth Planning LLC
Bernardo Wealth Planning LLC Investment ManagersFinance Bernardo Wealth Planning LLC (BWP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Harleysville, Pennsylvania. Founded in 2017, BWP provides investment advice to individuals, families, trusts, and charitable organizations and foundations, pensions and corporations. | Finance |
Capital Analysts LLC
Capital Analysts LLC Investment ManagersFinance Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans. | Finance |
| Centurion Asset Management LLC |
