Shrey Patel
Portfolio Manager-Aktien bei Estate Counselors LLC
Aktive Positionen von Shrey Patel
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Estate Counselors LLC
 Estate Counselors LLC Investment ManagersFinance Estate Counselors LLC, do-business-as The Milwaukee Co., is an independent, SEC-registered investment advisor and wealth management firm headquartered in Thiensville, Wisconsin. The firm was founded by Andrew J. Willms in 2004 formerly under the name of Willms, S.C. The Milwaukee Co. offers portfolio management services to individuals, trusts, investment entities, and charitable organizations. | Portfolio Manager-Aktien | 01.01.2014 | - |
Karriereverlauf von Shrey Patel
Ausbildung von Shrey Patel
| Stuart School of Business | Graduate Degree |
| University of Pune | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 3 |
| Indien | 2 |
Operativ
| Portfolio Manager-Equities | 1 |
| Graduate Degree | 1 |
| Undergraduate Degree | 1 |
Sektoral
| Consumer Services | 3 |
| Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Estate Counselors LLC
Estate Counselors LLC Investment ManagersFinance Estate Counselors LLC, do-business-as The Milwaukee Co., is an independent, SEC-registered investment advisor and wealth management firm headquartered in Thiensville, Wisconsin. The firm was founded by Andrew J. Willms in 2004 formerly under the name of Willms, S.C. The Milwaukee Co. offers portfolio management services to individuals, trusts, investment entities, and charitable organizations. | Finance |
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- Erfahrung
