Aktive Positionen von Doug Wells
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Wells Trecaso Financial Group LLC
 Wells Trecaso Financial Group LLC Investment ManagersFinance Wells Trecaso Financial Group LLC (WTFG) is an independent wealth management firm and SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Douglas Wells in 2017. WTFG offers advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Chief Investment Officer | 01.11.2017 | - |
| Gründer | 01.11.2017 | - | |
| Leiter des Privatbankwesens | 01.11.2017 | - |
Karriereverlauf von Doug Wells
Ausbildung von Doug Wells
| Fisher College of Business | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 3 |
Operativ
| Chief Investment Officer | 1 |
| Founder | 1 |
| Head of Private Banking | 1 |
Sektoral
| Finance | 2 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Wells Trecaso Financial Group LLC
Wells Trecaso Financial Group LLC Investment ManagersFinance Wells Trecaso Financial Group LLC (WTFG) is an independent wealth management firm and SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Douglas Wells in 2017. WTFG offers advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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- Doug Wells
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