James Robin Goodfellow Skjong
Compliance Officer bei Ulland Investment Advisors LLC
Profil
Mr. James R.
Skjong is a Director of Trading, Compliance & Operations at Ulland Investment Advisors LLC.
He handles portfolio administration, compliance and firm trading duties.
Prior to joining the firm in January 2005, Mr. Skjong spent two years at Ameriprise Financial working in the company’s mutual fund product group.
He graduated from Carleton College with a B.A.
in Political Science and a concentration in Political Economy.
Mr. Skjong has his NASD Series 65 license.
Aktive Positionen von James Robin Goodfellow Skjong
Unternehmen | Position | Beginn |
---|---|---|
Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | Compliance Officer | - |
Ehemalige bekannte Positionen von James Robin Goodfellow Skjong
Unternehmen | Position | Ende |
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AMERIPRISE FINANCIAL, INC. | Corporate Officer/Principal | - |
Ausbildung von James Robin Goodfellow Skjong
Carleton College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
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AMERIPRISE FINANCIAL, INC. | Finance |
Private Unternehmen | 1 |
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Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | Finance |