Postes actifs de Cindy Bohlen
Sociétés | Poste | Début | Fin |
---|---|---|---|
Riverwater Partners LLC
Riverwater Partners LLC Investment ManagersFinance Riverwater Partners LLC (Riverwater) is an independent, SEC-registered socially responsible investment advisory firm headquartered in Milwaukee, Wisconsin. The firm was founded by Laura and Adam Peck in April 2016 and in 2018 became the first certified B-Corporation in Milwaukee. Riverwater manages socially responsible investments for individual, families, consultants, financial advisors, and foundations. | Analyst-Equity | 01/01/2017 | - |
Historique de carrière de Cindy Bohlen
Anciens postes connus de Cindy Bohlen
Sociétés | Poste | Début | Fin |
---|---|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Analyst-Equity | - | - |
Gestionnaire de Portefeuille-Actions | - | - |
Formation de Cindy Bohlen
University of Wisconsin | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Analyst-Equity | 2 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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Riverwater Partners LLC
Riverwater Partners LLC Investment ManagersFinance Riverwater Partners LLC (Riverwater) is an independent, SEC-registered socially responsible investment advisory firm headquartered in Milwaukee, Wisconsin. The firm was founded by Laura and Adam Peck in April 2016 and in 2018 became the first certified B-Corporation in Milwaukee. Riverwater manages socially responsible investments for individual, families, consultants, financial advisors, and foundations. | Finance |
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Finance |
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