Profile
Marilyn Ruth Bergen worked as a Principal at CWM Retiring LLC from 2011 to 2018.
She also worked as Co-President & Partner at CMC Advisers LLC.
Ms. Bergen completed her undergraduate degree at The California State University and her graduate degree at Portland State University.
Former positions of Marilyn Ruth Bergen
| Companies | Position | 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 | 01/12/2018 |
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 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
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 |
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- Insiders
- Marilyn Ruth Bergen
