Profil
Ms. Trisha Soares is an Associate at BSW Wealth Partners LLC.
She manages the reporting function and provides analytical and technology based support for investment and client specific decisions on a day-to-day basis.
Her life outside the United States brings a new dimension of global perspective to the firm.
Prior to BSW Wealth, Ms. Soares worked in a variety of industries ranging from scientific research to fashion, gaining experience in marketing, accounting and finance.
Ms. Soares graduated from the University of Colorado in Boulder in 2010 with a BS in Business Administration with an emphasis in Finance.
Ehemalige bekannte Positionen von Trisha Soares
| Unternehmen | Position | Ende |
|---|---|---|
BSW Wealth Partners LLC
 BSW Wealth Partners LLC Investment ManagersFinance BSW Wealth Partners LLC (BSW) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boulder, Colorado. The firm was founded by Debi Baydush in 1992. BSW provides investment management services primarily to high net-worth individuals and families. | Analyst-Equity | - |
Ausbildung von Trisha Soares
| University of Colorado Health Sciences Center | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
BSW Wealth Partners LLC
BSW Wealth Partners LLC Investment ManagersFinance BSW Wealth Partners LLC (BSW) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boulder, Colorado. The firm was founded by Debi Baydush in 1992. BSW provides investment management services primarily to high net-worth individuals and families. | Finance |
