Profilo
DeWayne Crunk is a Senior Lead Advisor at Venturi Wealth Management.
He has worked in the Financial Services industry since 1986.
DeWayne served as the Senior Financial Consultant and Vice-President with Merrill Lynch for 9 years.
He held positions with Smith Barney as a Vice-President and Branch Manager for 13 years.
Prior to joining Wells Fargo Advisors in October 2013, he was the Vice President and Financial Consultant for RBC Wealth Management.
DeWayne is a member of the Investment and Wealth Institute.
He received the Certified Investment Management Analyst designation (CIMA) from the Wharton School of Business at the University of Pennsylvania.
DeWayne earned his M.B.A.
in Finance from Oklahoma City University and his B.A.
from Louisiana Tech University.
Posizioni attive di Crunk DeWayne
| Società | Posizione | Inizio |
|---|---|---|
Venturi Investment Partners
 Venturi Investment Partners Investment ManagersFinance Venturi Investment Partners is a Private Equity firm founded in 1900. The firm is headquartered in Austin, Texas. | Consulente / Consigliere | 01/09/2018 |
Waypoint Investment Partners, Inc.
 Waypoint Investment Partners, Inc. Investment ManagersFinance Part of Chesswood Group Ltd., Waypoint Investment Partners, Inc. is a Toronto-based investment manager that services high net worth individuals, family offices, investment advisors, foundations and institutional clients. Waypoint Investment Partners was acquired by Chesswood Capital Management, Inc. on May 25, 2022 for $2.83 million. With a team of 12 experienced industry professionals, Waypoint delivers proprietary products and services. Waypoint is a member of the Portfolio Management Association of Canada and is registered as an investment fund manager, portfolio manager and exempt market dealer in several Canadian provinces. The Canadian company was founded in 2017 by Michael Tait. Christopher Maxwell Torokvei has been the CEO of the company since 2017. | Consulente / Consigliere | 01/10/2013 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Venturi Investment Partners
Venturi Investment Partners Investment ManagersFinance Venturi Investment Partners is a Private Equity firm founded in 1900. The firm is headquartered in Austin, Texas. | Finance |
Waypoint Investment Partners, Inc.
Waypoint Investment Partners, Inc. Investment ManagersFinance Part of Chesswood Group Ltd., Waypoint Investment Partners, Inc. is a Toronto-based investment manager that services high net worth individuals, family offices, investment advisors, foundations and institutional clients. Waypoint Investment Partners was acquired by Chesswood Capital Management, Inc. on May 25, 2022 for $2.83 million. With a team of 12 experienced industry professionals, Waypoint delivers proprietary products and services. Waypoint is a member of the Portfolio Management Association of Canada and is registered as an investment fund manager, portfolio manager and exempt market dealer in several Canadian provinces. The Canadian company was founded in 2017 by Michael Tait. Christopher Maxwell Torokvei has been the CEO of the company since 2017. | Finance |
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