Airis Abolins is a eficient professional, that works in First Oak Wealth Managment main office of which is in 398. on the position of Partner, Investment Advisor since 2017. Airis has earned professional experience in more than five positions at different companies. Airis Abolins went to the Unc Kenan - Flagler Business School and got education from 1992 to 1994. This person has such qualifications as Certified Investment Management Analyst - Cima®. Raleigh, North Carolina is the area, where this person was lastly known to be living. This person's email address and phone number can be easily accessed through this website by request.
Name variants:
Airis Abolins
Last updated Jun 28, 2024
Contact Information
Last Update
Jul 10, 2022
Location
Raleigh, NC
Company
First Oak Wealth Managment
Workplace
Partner, Investment Advisor
Work History
Partner, Investment Advisor
Raleigh, NC
Registered Investment Advisor (RIA) wealth management firm that specializes in providing multi-family-office services to families, high-net-worth individuals and business owners. Manage inve...
from Apr 2017
Investment Advisor
4505 Emperor Blvd SUITE 110, Durham, NC 27703
Dec 2000 — Mar 2017
Commander, Retired
Naval Research Laboratory (NRL) Liaison Officer
Navy Reserve Center Raleigh (8 years)
Military Sealift Command (MSC) Port Services Officer
Navy Reserve Center Raleigh (6 years)
Communic...
Jul 1984 — May 2006
Financial Advisor
280 south Mangum St, Durham, NC 27701
Assisted individuals and small businesses with general financial planning issues and selection and implementation of employee benefit programs.
Jun 1997 — Dec 2000
Consultant
1500 Market St, Philadelphia, PA 19102
Project work included environmental cost accounting, pollution prevention, life cycle analysis, regulatory development and technology transfer.
Sep 1994 — Dec 1996
Education
Occupations
Executive
Partner
Advisor
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management
Financial Planning
Retirement Planning
Portfolio Management
Asset Management
Asset Allocation
Investments
Life Insurance
Financial Services
Financial Analysis
Business Analysis
P and L Oversight
Risk Management
Financial Advisory
Consulting
Banking
Mortgage Lending
Finance
Military Experience
Mechanical Engineering
Nuclear Engineering
Nuclear Power Plants
Iras
Roth Ira
Sep Ira
401K
Rollovers
Deferred Compensation
Esop
Employee Benefits
Stocks
Annuities
Hedge Funds
Sales
Leadership
FAQs about Airis Abolins
What's the main profession of Airis Abolins?
This professional's job is Partner, Investment Advisor
What are the main profession of Airis Abolins?
These person's professions are Executive and Partner
Where does Airis Abolins currently live?
They lives in Raleigh, North Carolina.
Where did Airis Abolins work?
Airis worked at First Oak Wealth Managment, Dwm Advisors, Llc.
What education does Airis Abolins have?
Airis studied at the Unc Kenan - Flagler Business School from 1992 to 1994.
What are the certifications of Airis Abolins?
This professional received the following certifications: Certified Investment Management Analyst - Cima®.
Are there any special industries Airis Abolins works in?
This professional works in Financial Services industry.
Are there any professional skills Airis Abolins has?
Airis Abolins has skills in the following areas: Wealth Management, Financial Planning, Retirement Planning, Portfolio Management, Asset Management, Asset Allocation, Investments, and Life Insurance.