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Michael Allende
Analyst-Equity at Castle Wealth Management LLC
Michael Allende active positions
Companies | Position | Start | End |
---|---|---|---|
Castle Wealth Management LLC
![]() Castle Wealth Management LLC Investment ManagersFinance Castle Wealth Management LLC (CWM) is an independent registered investment advisor and wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by Christina Worley in 1997. CWM provides customized wealth management and financial planning services to high net-worth families, individuals, businesses, trusts, and charitable entities. | Analyst-Equity | 2020-05-31 | - |
Portfolio Manager-Equities | 2020-05-31 | - |
Career history of Michael Allende
Training of Michael Allende
University of North Florida | Masters Business Admin |
Statistics
International
United States | 3 |
Operational
Analyst-Equity | 1 |
Portfolio Manager-Equities | 1 |
Masters Business Admin | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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Castle Wealth Management LLC
![]() Castle Wealth Management LLC Investment ManagersFinance Castle Wealth Management LLC (CWM) is an independent registered investment advisor and wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by Christina Worley in 1997. CWM provides customized wealth management and financial planning services to high net-worth families, individuals, businesses, trusts, and charitable entities. | Finance |
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