Name variants:
Cwm Ventour
Contact Information
Workplace
Colleagues
Work History
Financial Analyst, Investment Specialist
Investment Management, Portfolio and Securities Analysis
Jun 2016 — Jul 2017
President, Chief Executive Officer
Financial Planning, Wealth and Investment Management, Portfolio and Securities Analysis
Accounting Services, Business Consulting and Development
Tax Preparation and Planning for Small Bus...
from Sep 2016
Associate Financial Advisor
3500 Packerland Dr, De Pere, WI 54115
Nov 2005 — Mar 2007
Registered Principal, Branch Manager
4707 Executive Dr, San Diego, CA 92121
May 2001 — Nov 2005
Financial Planner, Investment Advisor Representative
200 Park Ave, New York, NY 10016
Sep 1994 — May 2001
Education
Occupations
Executive
Chairperson
Chief Executive Officer
Accountant
Financial Analyst
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Chief Executive
Corporate Executive
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Strategic Financial Planning
Wealth Management
Tax Advisory
Retirement Planning
Investment Management
Finance
Financial Analysis
Financial Modeling
Portfolio Management
Investments
Financial Planning
Financial Services
Financial Forecasting
Securities
Mutual Funds
Investment Banking
Investment Advisory
Managerial Finance
Corporate Finance
Financial Risk
Financial Accounting
Accounting
Asset Management
Asset Allocation
Cash Management
Valuation
Options
Analysis
Financial Management
Alternative Investments
Forecasting
Tax Preparation
Leadership
Equity Valuation
Defined Contribution Plans
Estate Tax Planning
FAQs about Cwm Robert T. Ventour
What is the main profession of Cwm Robert T. Ventour?
The expert is a President, Chief Executive Officer.
What are the main profession of This expert?
These person's professions are Executive and Chairperson
Where does Cwm Robert T. Ventour live?
The professional currently lives in Oshkosh, Wisconsin.
How many companies did Cwm Robert T. Ventour work at?
Cwm Robert T. Ventour worked at seven jobs.
Where has Cwm Robert T. Ventour studied?
Cwm studied at the University of Michigan to 2019.
Are there any professional certifications, that Cwm Robert T. Ventour has?
The professional received the following certifications: Professional Licenses and Security Registrations, Chartered Wealth Manager, and Fundamentals of Quantitative Modeling.
Are there any special industries Cwm Robert T. Ventour works in?
Cwm works in Financial Services industry.
What are special skills of Cwm Robert T. Ventour?
Cwm has skills in the following areas: Strategic Financial Planning, Wealth Management, Tax Advisory, Retirement Planning, Investment Management, Finance, Financial Analysis, and Financial Modeling.