Profile
Michele Thibodeau Sarna worked as a Senior Vice President & Financial Advisor at Integrated Wealth Management, Inc. from 2014 to 2017.
She obtained an undergraduate degree from The California State University in 1992.
Former positions of Michele Thibodeau Sarna
Companies | Position | End |
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Integrated Wealth Management, Inc.
Integrated Wealth Management, Inc. Investment ManagersFinance Integrated Wealth Management, Inc. (IWM) is an independent investment advisor headquartered in Palm Desert, California. The firm was founded by James Casey in 1995. IWM provides advisory services to individuals and high-net-worth individuals, pension and profit-sharing plans, plan participants, charitable organizations, and corporations or other businesses. | Portfolio Manager-Equities | 01/07/2017 |
Training of Michele Thibodeau Sarna
The California State University | Undergraduate Degree |
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Integrated Wealth Management, Inc.
Integrated Wealth Management, Inc. Investment ManagersFinance Integrated Wealth Management, Inc. (IWM) is an independent investment advisor headquartered in Palm Desert, California. The firm was founded by James Casey in 1995. IWM provides advisory services to individuals and high-net-worth individuals, pension and profit-sharing plans, plan participants, charitable organizations, and corporations or other businesses. | Finance |
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