John Cole Williams
Responsabile della Conformità presso WESPAC Advisors LLC
Posizioni attive di John Cole Williams
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
WESPAC Advisors LLC
 WESPAC Advisors LLC Investment ManagersFinance WESPAC Advisors LLC is a registered investment advisor headquartered in Orinda, California. The firm was founded by Nelson Chia in 1977 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners Inc. (NASDAQ: FOCS). WESPAC Advisors provides investment advisory and fiduciary oversight services to participant-directed retirement plans and provides investment management services to high-net-worth clients in separately managed accounts. | Responsabile della Conformità | 01/08/1997 | - |
| Membro del Comitato di Investimento | 01/08/1997 | - | |
| Gestore di Portafoglio-Azioni | 01/08/1997 | - |
Storia della carriera di John Cole Williams
Formazione di John Cole Williams
| University of Florida | Undergraduate Degree |
| American Graduate School of Management | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 4 |
Posizioni
| Compliance Officer | 1 |
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
Settori
| Consumer Services | 3 |
| Finance | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 1 |
|---|---|
WESPAC Advisors LLC
WESPAC Advisors LLC Investment ManagersFinance WESPAC Advisors LLC is a registered investment advisor headquartered in Orinda, California. The firm was founded by Nelson Chia in 1977 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners Inc. (NASDAQ: FOCS). WESPAC Advisors provides investment advisory and fiduciary oversight services to participant-directed retirement plans and provides investment management services to high-net-worth clients in separately managed accounts. | Finance |
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