WR
Wd R.
Vice President Of Sales And Marketing at Checchi Capital
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Work Experience
Vice President Of Sales And Marketing
Present
Portfolio Consultant
Nov 2007 - Nov 2011 · 4 years
Company Details
11-50 Employees
Frustrated with Wall Street’s opaque fee structure, excess risks, and conflicts of interest, the Checchi Family founded Checchi Capital Advisers in 2007 as the solution for managing the family’s liquid assets. By recruiting top talent in math, data science and finance, and investing heavily in technology infrastructure, Checchi Capital created an innovative platform to provide tax-efficient, transparent and globally diversified investments for select private and institutional clients that share our values and objectives. Today, Checchi Capital manages over $2 billion in assets.
Year Founded
2007
Social Media
Linkedin
Industry
Investment Management
HQ Location
9720 Wilshire Blvd 4th Floor Beverly Hills, California 90212, US
Keywords
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