Career history of Geo E. Andresen
Former positions of Geo E. Andresen
| Companies | Position | Start | End |
|---|---|---|---|
Alter Asset Management, Inc.
 Alter Asset Management, Inc. Investment ManagersFinance Founded by Howard Alter in 1992, Alter Asset Management, Inc. is a registered investment adviser located in Princeton, New Jersey | Compliance Officer | 2011-01-11 | 2011-01-11 |
| Trading-Equity | 2009-09-08 | 2011-01-11 | |
| Corporate Officer/Principal | 2011-01-11 | 2012-12-17 | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 1997-12-30 | 1997-12-30 |
| PaineWebber, Inc. | Corporate Officer/Principal | 1981-12-30 | 1981-12-30 |
Roundview Capital LLC
 Roundview Capital LLC Investment ManagersFinance Roundview Capital LLC (Roundview) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Howard Alter and Stephen “Steve” Shueh in 1992. Roundview provides financial advice and portfolio management to individuals and their family members, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations or business entities. | Compliance Officer | - | - |
| Trading-Equity | 2009-11-15 | - | |
| Sales & Marketing | 2010-11-16 | - |
Statistics
International
| United States | 5 |
Operational
| Corporate Officer/Principal | 3 |
| Compliance Officer | 2 |
| Trading-Equity | 2 |
Sectoral
| Finance | 5 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
Alter Asset Management, Inc.
Alter Asset Management, Inc. Investment ManagersFinance Founded by Howard Alter in 1992, Alter Asset Management, Inc. is a registered investment adviser located in Princeton, New Jersey | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Roundview Capital LLC
Roundview Capital LLC Investment ManagersFinance Roundview Capital LLC (Roundview) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Howard Alter and Stephen “Steve” Shueh in 1992. Roundview provides financial advice and portfolio management to individuals and their family members, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations or business entities. | Finance |
| PaineWebber, Inc. | Finance |
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