Sonia M. Maksymiuk
Keine laufenden Positionen mehr
Profil
Ms. Sonia M.
Maksymiuk is Wealth Manager at Wetherby Asset Management, Inc.
rior to joining Wetherby Asset Management in 2007, Sonia was a Vice President and Financial Consultant at Charles Schwab & Co., Inc. where she advised high net worth clients on asset allocation, investment selection and their financial planning objectives.
Previous to this position, she was a Sales Associate at U.S.
Trust Company, N.A.
working with prospects and clients in wealth management services.
She began her financial services career as an Investment Associate with Merrill Lynch.
Before working in financial services she had been in the import/export industry.
Ms. Maksymiuk received her BA degree in Political Science with an emphasis in International Marketing from the University of Oregon.
Ehemalige bekannte Positionen von Sonia M. Maksymiuk
| Unternehmen | Position | Ende |
|---|---|---|
Laird Norton Wetherby Wealth Management LLC
 Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Corporate Officer/Principal | - |
Ausbildung von Sonia M. Maksymiuk
| University of Oregon | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
