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Sasha Meshkov
Profile
Ms. Sasha Meshkov is Senior Financial Advisor at Integrated Wealth Management, Inc.
Ms. Meshkov joined Integrated Wealth Management in September 2012.
She began her career as a financial advisor in 1999 with Paine Webber, and later moved to Smith Barney.
She has served as an officer for numerous non-profit organizations including the UC Santa Barbara Alumni Association, the Children’s Discovery Museum of the Desert, the Coachella Valley Chapter of California Women for Agriculture, as a trustee of the UC Santa Barbara Foundation, and is presently a member of the UC Riverside Gift Planning Committee.
Ms. Meshkov received her undergraduate degree from the University of California, Santa Barbara.
Former positions of Sasha Meshkov
Companies | Position | End |
---|---|---|
University of California Santa Barbara Foundation
![]() University of California Santa Barbara Foundation Investment Trusts/Mutual FundsMiscellaneous University of California Santa Barbara Foundation engages in the provision of management and investment services inside the campus. The company was founded in 1973 and is headquartered in Santa Barbara, CA. | Corporate Officer/Principal | - |
PaineWebber, Inc. | Corporate Officer/Principal | - |
Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
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 | - |
Training of Sasha Meshkov
University of California, Santa Barbara | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 4 |
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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 |
PaineWebber, Inc. | Finance |
University of California Santa Barbara Foundation
![]() University of California Santa Barbara Foundation Investment Trusts/Mutual FundsMiscellaneous University of California Santa Barbara Foundation engages in the provision of management and investment services inside the campus. The company was founded in 1973 and is headquartered in Santa Barbara, CA. | Miscellaneous |
Smith Barney & Co., Inc. | Finance |
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