Career history of Sara Brittany Kalsman
Former positions of Sara Brittany Kalsman
Companies | Position | Start | End |
---|---|---|---|
Reilly Financial Advisors LLC
Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Analyst-Equity | 01/07/2013 | 19/02/2016 |
Analyst-Fixed Income | 01/07/2013 | 19/02/2016 | |
Portfolio Manager-Equities | 01/07/2013 | 19/02/2016 | |
Portfolio Manager-Fixed Income | 01/07/2013 | 19/02/2016 |
Training of Sara Brittany Kalsman
San Diego State University | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Analyst-Equity | 1 |
Analyst-Fixed Income | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
---|---|
Reilly Financial Advisors LLC
Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Finance |