About Carrie Lee Fleisher of M HOLDINGS SECURITIES
Carrie Lee Fleisher is Vp, Chief Risk And Compliance Officer, Aml Co at M Holdings Securities Inc. and has been affiliated with M Holdings Securities Inc. since February-2013.
M Holdings Securities Inc. is an investment advisor that manages 957.8 MM dollars in regulatory AUM and has 160 employees, of which 140 perform investment advisory functions. The managers's latest filing has disclosed 408MM in positions, which represents 43% of the manager's regulatory AUM.
For more on M Holdings Securities Inc. including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
M Holdings Securities Inc. is an investment advisor that manages 957.8 MM dollars in regulatory AUM and has 160 employees, of which 140 perform investment advisory functions. The managers's latest filing has disclosed 408MM in positions, which represents 43% of the manager's regulatory AUM.
For more on M Holdings Securities Inc. including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
M HOLDINGS SECURITIES StockAlpha
Top 25% |
StockAlpha
3 yr performance attributed to stock picking: -0%/yr
Co-workers of Carrie Lee Fleisher at M HOLDINGS SECURITIES
Name | Title | In Position Since |
---|
David Walter Schutt | Secretary | February-2004 |
Daniel Francis Byrne | Director | March-1997 |
Kevin Bruce Kukar | Treasurer | June-2006 |
Maria Renee Rogers | Financial Principal | September-2007 |
Frank Edmund Day | Chief Compliance Officer Ria, Rosfp | September-2008 |
Kenneth Ray Ehinger | President/Ceo/Director | September-2008 |
Fred Henry Jonske | Chair | December-2009 |
Robert David Watros | V.P. | December-2009 |
Brian Bruce Bristow | Vp, Business Development | October-2012 |
Daniel Scott Domenighini | Vp Technology And Business Analytics | December-2009 |
Jill Crestinger Houtman | Vp, Operations | October-2012 |
Steven Byungkwan Chang | Msrb Principal | March-2013 |
Fundamental & Technical Factor Exposure
Carrie Lee Fleisher Office Address
1125 N.W. COUCH STREET
SUITE 900
PORTLAND, Oregon
UNITED STATES, 97209
SUITE 900
PORTLAND, Oregon
UNITED STATES, 97209
Carrie Lee Fleisher Contact Information
Phone Number: 800-656-6960
Fax Number: 503-238-1621
Website: null
Fax Number: 503-238-1621
Website: null
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