Pooja Paresh (CRD# 7399807) is an Investment Advisor Representative working at Summit Peak Investments, LLC in Denver, CO and has 1 year of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Peak Investments, LLC | Denver, CO | Feb 2021 - Current | 3 |
| Standish Management, LLC | Dallas, TX | Jun 2017 - Jan 2021 | 3 |
| University Of Texas At Dallas | Richardson, TX | Aug 2015 - Jun 2017 | 1 |
| Great American Insurance Group | Richardson, TX | Aug 2013 - Feb 2017 | 3 |
- TX
-
Total Assets Under Management716MILLIONS
-
Total Number of Accounts28ACCOUNTS
-
Average Account Value$25,570,826
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
TX
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