Career history of Bill Jerome
Former positions of Bill Jerome
| Companies | Position | Start | End |
|---|---|---|---|
Capital Financial Services LLC
 Capital Financial Services LLC Investment ManagersFinance Capital Financial Services LLC (CFS) is an independent registered investment advisor headquartered in Clifton Park, New York. The firm was founded by William “Bill” Jerome in 2000. CFS provides personalized confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Compliance Officer | 01/09/2004 | 09/01/2023 |
| Founder | 01/05/2000 | 09/01/2023 | |
| President | 01/05/2000 | 09/01/2023 |
Training of Bill Jerome
| Rensselaer Polytechnic Institute | Graduate Degree |
Statistics
International
| United States | 3 |
Operational
| Compliance Officer | 1 |
| Founder | 1 |
| President | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Capital Financial Services LLC
Capital Financial Services LLC Investment ManagersFinance Capital Financial Services LLC (CFS) is an independent registered investment advisor headquartered in Clifton Park, New York. The firm was founded by William “Bill” Jerome in 2000. CFS provides personalized confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
- Stock Market
- Insiders
- Bill Jerome
- Experience
