Sheila Smartt
Plus aucun poste en cours
Profil
Ms. Sheila Smartt is Operations Assistant at Litman.
Prior to that, she worked in the real estate industry, and prior to that as Call Center Administrator for a national private reading school.
Anciens postes connus de Sheila Smartt
| Sociétés | Poste | Fin |
|---|---|---|
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |
