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Audrey Westfall
Compliance Officer chez Oakwell Private Wealth Management LLC
Postes actifs de Audrey Westfall
Sociétés | Poste | Début | Fin |
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Oakwell Private Wealth Management LLC
![]() Oakwell Private Wealth Management LLC Investment ManagersFinance Oakwell Private Wealth Management LLC (Oakwell) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded in 2012 and is majority owned by Ceruse Financial LLC. Oakwell provides investment advice and/or management supervisory services to individuals, and pension and profit-sharing plans for small businesses. | Compliance Officer | 01/01/2016 | - |
Historique de carrière de Audrey Westfall
Formation de Audrey Westfall
University of Texas at Austin Graduate School | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 3 |
Opérationnelle
Compliance Officer | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 2 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
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Oakwell Private Wealth Management LLC
![]() Oakwell Private Wealth Management LLC Investment ManagersFinance Oakwell Private Wealth Management LLC (Oakwell) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded in 2012 and is majority owned by Ceruse Financial LLC. Oakwell provides investment advice and/or management supervisory services to individuals, and pension and profit-sharing plans for small businesses. | Finance |
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