Michelle I. Villalba
Keine laufenden Positionen mehr
Profil
Ms. Villalba joined Banta Asset Management in 2004.
She began her career with Smith Barney in 1992 and performed a variety of duties related to sales assistant, administrative support for financial advisors, and customer assistance.
Her experience and dedication to the industry was recognized by her fellow professionals and in 1997 she was hired by the Smith Barney Banta Portfolio Management group.
Ms. Villalba is a full time mother of two and spends her leisure hours with her husband, children and family.
Ehemalige bekannte Positionen von Michelle I. Villalba
| Unternehmen | Position | Ende |
|---|---|---|
Banta Asset Management LP
 Banta Asset Management LP Investment ManagersFinance Banta Asset Management LP (Banta) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was co-founded by Mark, Michael, and Stephen Banta in 2004 along with their father, David Banta. Banta offers discretionary investment advisory and financial planning services to individuals, high net-worth individuals, and trusts and estates. In addition, they offer advisory services to pension and profit-sharing plans, charitable organizations, and businesses. | Analyst-Equity | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Banta Asset Management LP
Banta Asset Management LP Investment ManagersFinance Banta Asset Management LP (Banta) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was co-founded by Mark, Michael, and Stephen Banta in 2004 along with their father, David Banta. Banta offers discretionary investment advisory and financial planning services to individuals, high net-worth individuals, and trusts and estates. In addition, they offer advisory services to pension and profit-sharing plans, charitable organizations, and businesses. | Finance |
