Oxford Harriman Adds Bill Bolas as Senior Managing Director & Partner in their Westlake, Ohio Office [Yahoo! Finance]
Ameriprise Financial, Inc. (AMP)
Last ameriprise financial, inc. earnings: 1/29 04:10 pm
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Source: Yahoo! Finance
CLEVELAND, OH / ACCESSWIRE / June 13, 2024 / Oxford Harriman & Company is excited to have announced that Bill Bolas has joined the private wealth management practice as a Senior Managing Director & Partner. Bolas will be based in Oxford Harriman's Westlake, Ohio office . Prior to joining Oxford Harriman & Company, Bill was a Managing Director-Investments for Wells Fargo Advisors in Westlake, OH. Bill transitioned his practice with his Client Associate Michelle Saville. Bolas is a distinguished financial advisor whose career in the financial services sector commenced in 2002 with American Express Financial Advisors, presently known as Ameriprise Financial, Inc. (NYSE: AMP). As a former District Manager, Bill played a crucial role in growing the business and fostering the training and advancement of emerging advisors. In 2009, Bill returned to client-focused role, allowing him to directly apply his extensive knowledge and expertise in wealth planning and investment management. As of
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AMP
Earnings
- 4/22/24 - Beat
AMP
Sec Filings
- 5/20/24 - Form 4
- 5/16/24 - Form 144
- 5/15/24 - Form 13F-HR
- AMP's page on the SEC website