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Karriereverlauf von Sarah E. Rodriguez
Ehemalige bekannte Positionen von Sarah E. Rodriguez
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
John Hancock Annuities
![]() John Hancock Annuities Life/Health InsuranceFinance John Hancock Annuities business includes fixed and variable annuities, immediate annuities, structured settlements and institutional fixed products. The company is headquartered in Boston, MA. | Corporate Officer/Principal | 30.09.2011 | 30.09.2011 |
Lara, May & Associates LLC
![]() Lara, May & Associates LLC Investment ManagersFinance Lara, May & Associates LLC is a registered investment advisor headquartered in Falls Church, Virginia. The firm was founded Lara, May & Associates in 1981. On October 1, 2007 Lara, May & Associates LLC was established and became a wholly-owned subsidiary of Focus Operating LLC, which is a wholly-owned subsidiary of Focus Financial Partners LLC. Lara, May They provide wealth management and financial planning services to individuals, high net worth individuals, home owner associations, businesses, corporate pension and profit-sharing plans, ERISA plans, charitable institutions, foundations, endowments, and trusts. Lara, May & Associates offers the custodial services of RBC Correspondent Services, Charles Schwab, Fidelity/Morningstar and TD Ameritrade. | Vertrieb & Marketing | 01.10.2011 | - |
Ausbildung von Sarah E. Rodriguez
Texas A&M University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Sales & Marketing | 1 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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Lara, May & Associates LLC
![]() Lara, May & Associates LLC Investment ManagersFinance Lara, May & Associates LLC is a registered investment advisor headquartered in Falls Church, Virginia. The firm was founded Lara, May & Associates in 1981. On October 1, 2007 Lara, May & Associates LLC was established and became a wholly-owned subsidiary of Focus Operating LLC, which is a wholly-owned subsidiary of Focus Financial Partners LLC. Lara, May They provide wealth management and financial planning services to individuals, high net worth individuals, home owner associations, businesses, corporate pension and profit-sharing plans, ERISA plans, charitable institutions, foundations, endowments, and trusts. Lara, May & Associates offers the custodial services of RBC Correspondent Services, Charles Schwab, Fidelity/Morningstar and TD Ameritrade. | Finance |
John Hancock Annuities
![]() John Hancock Annuities Life/Health InsuranceFinance John Hancock Annuities business includes fixed and variable annuities, immediate annuities, structured settlements and institutional fixed products. The company is headquartered in Boston, MA. | Finance |
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