Kelly Marie Tramontano
Chief Operating Officer at Sanctuary Wealth Partners LLC
Kelly Marie Tramontano active positions
| Companies | Position | Start | End |
|---|---|---|---|
Sanctuary Wealth Partners LLC
 Sanctuary Wealth Partners LLC Investment Banks/BrokersFinance Sanctuary Wealth Partners LLC provides financial services. The company was founded by Jim Dickson and is headquartered in Indianapolis, IN. | Chief Operating Officer | 30/08/2020 | - |
Career history of Kelly Marie Tramontano
Former positions of Kelly Marie Tramontano
| Companies | Position | Start | End |
|---|---|---|---|
SWBC Investment Services LLC
 SWBC Investment Services LLC Investment Banks/BrokersFinance SWBC Investment Services LLC operates as security brokers, dealers, and flotation companies. The company is headquartered in San Antonio, TX. | Director/Board Member | - | 08/01/2019 |
| Chief Executive Officer | - | 08/01/2019 | |
| President | - | 08/01/2019 | |
SWBC Investment Co.
 SWBC Investment Co. Investment ManagersFinance SWBC Investment Co. (SWBC) is a SEC-registered investment advisor headquartered in San Antonio, Texas. They are primarily owned by Southwest Business Corp. The firm provides investment advisory services to individuals, high net worth individuals, banking or thrift institutions, charitable organizations and corporations or other businesses. SWBC also provides discretionary investment management services to registered mutual funds and private pooled investment vehicles. | Chief Investment Officer | - | 30/04/2018 |
| President | - | 30/04/2018 | |
Sanctuary Wealth Group LLC
 Sanctuary Wealth Group LLC Investment ManagersFinance Sanctuary Wealth Group LLC provides financial advisory services. The company was founded by James R. Dickson and is headquartered in Indianapolis, IN. | Chief Operating Officer | 26/08/2020 | - |
Training of Kelly Marie Tramontano
| The University of Arkansas | Undergraduate Degree |
Statistics
International
| United States | 6 |
Operational
| President | 2 |
| Chief Operating Officer | 2 |
| Chief Investment Officer | 1 |
Sectoral
| Finance | 5 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
SWBC Investment Co.
SWBC Investment Co. Investment ManagersFinance SWBC Investment Co. (SWBC) is a SEC-registered investment advisor headquartered in San Antonio, Texas. They are primarily owned by Southwest Business Corp. The firm provides investment advisory services to individuals, high net worth individuals, banking or thrift institutions, charitable organizations and corporations or other businesses. SWBC also provides discretionary investment management services to registered mutual funds and private pooled investment vehicles. | Finance |
SWBC Investment Services LLC
SWBC Investment Services LLC Investment Banks/BrokersFinance SWBC Investment Services LLC operates as security brokers, dealers, and flotation companies. The company is headquartered in San Antonio, TX. | Finance |
Sanctuary Wealth Group LLC
Sanctuary Wealth Group LLC Investment ManagersFinance Sanctuary Wealth Group LLC provides financial advisory services. The company was founded by James R. Dickson and is headquartered in Indianapolis, IN. | Finance |
Sanctuary Wealth Partners LLC
Sanctuary Wealth Partners LLC Investment Banks/BrokersFinance Sanctuary Wealth Partners LLC provides financial services. The company was founded by Jim Dickson and is headquartered in Indianapolis, IN. | Finance |
