Jodi Trabbic Vleck
Chief Executive Officer at Beta Wealth Group, Inc.
Jodi Trabbic Vleck active positions
| Companies | Position | Start | End |
|---|---|---|---|
Beta Wealth Group, Inc.
 Beta Wealth Group, Inc. Investment ManagersFinance Beta Wealth Group, Inc. is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jodi Vleck in 2009. Beta Wealth Group provides a wide array of investment advisory services to a niche group of executives and professionals in the technology, engineering, life sciences, biotechnology, and telecommunications software industries. | Chief Executive Officer | 2009-11-30 | - |
| Founder | 2009-11-30 | - | |
| Portfolio Manager-Equities | 2009-11-30 | - | |
| President | 2009-11-30 | - | |
| Compliance Officer | 2009-11-30 | - |
Career history of Jodi Trabbic Vleck
Former positions of Jodi Trabbic Vleck
| Companies | Position | Start | End |
|---|---|---|---|
Addison Avenue Federal Credit Union
 Addison Avenue Federal Credit Union Savings BanksFinance Addison Avenue Federal Credit Union provides deposit, lending and investment services. The company offers home, auto, student and personal loans. It also provides insurance for property, family and health protection. The company serves current & former employees of HP and their family members. It was founded in 1970 and is headquartered in Palo Alto, CA. | Corporate Officer/Principal | - | - |
Training of Jodi Trabbic Vleck
| Western Michigan University | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| Founder | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Addison Avenue Federal Credit Union
Addison Avenue Federal Credit Union Savings BanksFinance Addison Avenue Federal Credit Union provides deposit, lending and investment services. The company offers home, auto, student and personal loans. It also provides insurance for property, family and health protection. The company serves current & former employees of HP and their family members. It was founded in 1970 and is headquartered in Palo Alto, CA. | Finance |
Beta Wealth Group, Inc.
Beta Wealth Group, Inc. Investment ManagersFinance Beta Wealth Group, Inc. is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jodi Vleck in 2009. Beta Wealth Group provides a wide array of investment advisory services to a niche group of executives and professionals in the technology, engineering, life sciences, biotechnology, and telecommunications software industries. | Finance |
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