LeAnn G. Mitchell
Fondateur chez Alpha Omega Wealth Management LLC
Profil
Ms. LeAnn G.
Mitchell is a Chief Compliance Officer, Director of Client Services & Founder at Alpha Omega Wealth Management LLC.
She has over 15 years of experience in financial services.
Previously she was working with John Hancock, First Union, Scott & Stringfellow, Prudential Securities and SunTrust Capital Markets.
She has a BA from Bentley College and has earned the designation of Chartered Retirement Planning Counselor.
Postes actifs de LeAnn G. Mitchell
| Sociétés | Poste | Début |
|---|---|---|
Alpha Omega Wealth Management LLC
 Alpha Omega Wealth Management LLC Investment ManagersFinance Alpha Omega Wealth Management LLC (Alpha Omega) is a SEC-registered investment adviser headquartered in Richmond, Virginia. The firm was founded in 2009 by Craig Forbes, LeAnn G. Mitchell and William “Art” Washburn. The firm is a subsidiary of AO Wealth Holding Co. LLC. Alpha Omega provides discretionary and/or non-discretionary investment advisory services to individuals, business entities, trusts, estates, and charitable organizations. | Fondateur | 27/02/2009 |
Anciens postes connus de LeAnn G. Mitchell
| Sociétés | Poste | Fin |
|---|---|---|
| SunTrust Capital Markets, Inc. | Corporate Officer/Principal | - |
Scott & Stringfellow Financial, Inc.
 Scott & Stringfellow Financial, Inc. Investment ManagersFinance Scott & Stringfellow, Inc. (SS), founded in 1893, is a full service regional brokerage and investment banking firm that serves individual, institutional, corporate and municipal clients. In 1999, the firm became part of BB&T Corporation (NYSE: BBT). They manage the CHOICE portfolios and the BB&T Special Opportunities Fund | Corporate Officer/Principal | - |
Formation de LeAnn G. Mitchell
| Bentley University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Alpha Omega Wealth Management LLC
Alpha Omega Wealth Management LLC Investment ManagersFinance Alpha Omega Wealth Management LLC (Alpha Omega) is a SEC-registered investment adviser headquartered in Richmond, Virginia. The firm was founded in 2009 by Craig Forbes, LeAnn G. Mitchell and William “Art” Washburn. The firm is a subsidiary of AO Wealth Holding Co. LLC. Alpha Omega provides discretionary and/or non-discretionary investment advisory services to individuals, business entities, trusts, estates, and charitable organizations. | Finance |
Scott & Stringfellow Financial, Inc.
Scott & Stringfellow Financial, Inc. Investment ManagersFinance Scott & Stringfellow, Inc. (SS), founded in 1893, is a full service regional brokerage and investment banking firm that serves individual, institutional, corporate and municipal clients. In 1999, the firm became part of BB&T Corporation (NYSE: BBT). They manage the CHOICE portfolios and the BB&T Special Opportunities Fund | Finance |
| SunTrust Capital Markets, Inc. | Finance |
