Career history of Marilyn Ruth Bergen
Former positions of Marilyn Ruth Bergen
| Companies | Position | Start | End |
|---|---|---|---|
CWM Retiring LLC
 CWM Retiring LLC Investment ManagersFinance CWM Retiring LLC is an independent investment advisor headquartered in Portland, Oregon. The firm was founded in 2011 as Confluence Wealth Management LLC. They provide investment management services to high net-worth individuals and families, private trusts, estates, endowments, foundations, charitable organizations and corporate employer-retirement plans. | Portfolio Manager-Equities | 2010-12-31 | 2018-11-30 |
CMC Advisers LLC
 CMC Advisers LLC Investment ManagersFinance CMC Advisers LLC provides investment advice. The private company is based in Portland, OR. | Corporate Officer/Principal | - | - |
Training of Marilyn Ruth Bergen
| The California State University | Undergraduate Degree |
| Portland State University | Graduate Degree |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
| Graduate Degree | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
CWM Retiring LLC
CWM Retiring LLC Investment ManagersFinance CWM Retiring LLC is an independent investment advisor headquartered in Portland, Oregon. The firm was founded in 2011 as Confluence Wealth Management LLC. They provide investment management services to high net-worth individuals and families, private trusts, estates, endowments, foundations, charitable organizations and corporate employer-retirement plans. | Finance |
CMC Advisers LLC
CMC Advisers LLC Investment ManagersFinance CMC Advisers LLC provides investment advice. The private company is based in Portland, OR. | Finance |
- Stock Market
- Insiders
- Marilyn Ruth Bergen
- Experience
