Storia della carriera di James Richard Zapell
Precedenti posizioni note di James Richard Zapell
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Maxim Capital Management LLC
 Maxim Capital Management LLC Investment ManagersFinance Maxim Capital Management LLC, do-business-as Worldview Wealth Advisors, is a wealth management firm headquartered in Lake Oswego, Oregon. The firm was founded in 2005 by Andrew Fisher and they are a subsidiary of Cerity Partners LLC. Worldview Wealth Advisors offers investment advisory services to services to individuals, high net-worth individuals, trusts, foundations and endowments and businesses. | Gestore di Portafoglio-Azioni | 01/01/2004 | 01/03/2013 |
| Portfolio Manager-Fixed Income | 01/01/2004 | 01/03/2013 | |
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 | 01/04/1993 | - |
| U.S. Bank, NA (Canby, Oregon) | Corporate Officer/Principal | 30/03/1993 | 30/03/1993 |
A.G. Edwards, Inc.
 A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Corporate Officer/Principal | - | - |
Formazione di James Richard Zapell
| Southern Oregon University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 6 |
Posizioni
| Corporate Officer/Principal | 3 |
| Portfolio Manager-Equities | 1 |
| Portfolio Manager-Fixed Income | 1 |
Settori
| Finance | 5 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 4 |
|---|---|
Maxim Capital Management LLC
Maxim Capital Management LLC Investment ManagersFinance Maxim Capital Management LLC, do-business-as Worldview Wealth Advisors, is a wealth management firm headquartered in Lake Oswego, Oregon. The firm was founded in 2005 by Andrew Fisher and they are a subsidiary of Cerity Partners LLC. Worldview Wealth Advisors offers investment advisory services to services to individuals, high net-worth individuals, trusts, foundations and endowments and businesses. | 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 |
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Finance |
| U.S. Bank, NA (Canby, Oregon) | Finance |
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