电子邮件 | bar***@***.com | 获取Email |
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电子邮件 | bar***@***.com | 获取Email |
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Optimum Investment Advisors is an independent financial advisory firm providing trusted investment management services and expertise to high-net worth individuals. Optimum delivers our clients portfolio management based on objective analytical research and consistent investment processes. With headquarters in Chicago, IL and Dallas, TX, we have built long-term relationships across the U.S. grounded on sound principles and outstanding client experiences. The word optimum means to create the most favorable conditions for growth. With that definition serving as a guiding principle, Optimum Investment Advisors has been delivering successful investment strategies to our clients since 1989. As fiduciaries, we are trustworthy individuals. You can depend on us to consider your financial plans responsibly, and in a way that is best for you. We always provide 100% unbiased, objective advice that acts in your best interest. With Optimum, you can be confident in the fact that we have your best interest at heart. Clients: Individuals Families Executives Business Owners Retirees Services: Asset Management Financial Planning Wealth Management Cash Flow Expense Planning Investment/Portfolio Management Retirement Planning Legacy Planning
公司 | Optimum Investment Advisors |
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职位 | Portfolio Administrator |
地点 | United States |
http://www.linkedin.com/in/barbara-trzebunia-2591476 | |
部门 | |
头衔 | Portfolio Administrator |
Optimum Investment Advisors Portfolio Administrator
2011-01-01 -
Sales Support Associate
2010-06-01 - 2011-01-01
Merrill Lynch Assistant to Compliance Division Admin Director and Supervisory Office
2009-02-01 - 2010-06-01
Senior Administrative Assistant
2008-10-01 - 2009-01-01
LaSalle Bank Senior Administrative Assistant
2004-03-01 - 2008-10-01
Barbara Trzebunia 在 Optimum Investment Advisors 担任 Portfolio Administrator
Barbara Trzebunia 在 Optimum Investment Advisors 的职位是 Portfolio Administrator
Barbara Trzebunia 的电子邮件地址是 bar***@***.com
Barbara Trzebunia 的电话号码是 -
Barbara Trzebunia 的公司电话号码是 +131****
Barbara Trzebunia 在 investment management 工作。
Barbara Trzebunia 的一些同事包括Barbara Trzebunia、Keith Pinsoneault、Marie L、Steel BokhofTerry McCaffrey、。
Barbara Trzebunia联系方式: 电子邮件地址:bar***@***.com 电话号码:-
Barbara Trzebunia 的个人领英是:http://www.linkedin.com/in/barbara-trzebunia-2591476
Barbara Trzebunia 的办公地点:33 North Lasalle Street, Chicago, Illinois, USA, 60602
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