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Kelly D. Rice
Gestore di Portafoglio-Azioni presso Broadway National Bank Asset Management
Profilo
Mr. Kelly D.
Rice is Senior Vice President & Portfolio Manager at Broadway National Bank Asset Management.
He has more than 18 years of experience in the financial services industry.
Prior to joining Broadway Bank in 2006, he worked for the American Funds mutual fund family and Hartford Financial Services Group.
He manages funds for foundations, trusts, retirement accounts, and high net worth individuals along with providing equity and mutual fund research.
He holds a Bachelor of Business Administration in Finance and a Master of Business Administration with a concentration in Finance from The University of Texas at San Antonio.
He is a Certified Financial Planner professional and is a 2013 graduate of the North San Antonio Chamber of Commerce Leadership Lab program.
Posizioni attive di Kelly D. Rice
Società | Posizione | Inizio |
---|---|---|
Broadway National Bank Asset Management
![]() Broadway National Bank Asset Management Investment ManagersFinance Broadway National Bank Asset Management (BNBAM) is an asset management firm headquartered in San Antonio, Texas. The firm was founded in 1941 and is a subsidiary of Broadway National Bank, ultimately held by Broadway Bancshares, Inc. BNBAM provides investment management services to various clients. | Gestore di Portafoglio-Azioni | 01/01/2006 |
Precedenti posizioni note di Kelly D. Rice
Società | Posizione | Fine |
---|---|---|
HARTFORD FINANCIAL SERVICES GROUP (THE), INC. | Corporate Officer/Principal | - |
American Funds American Mutual Fund, Inc. | Corporate Officer/Principal | - |
Formazione di Kelly D. Rice
The University of Texas at Austin | Masters Business Admin |
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
Società quotate in Borsa | 1 |
---|---|
HARTFORD FINANCIAL SERVICES GROUP (THE), INC. | Finance |
Aziende private | 2 |
---|---|
Broadway National Bank Asset Management
![]() Broadway National Bank Asset Management Investment ManagersFinance Broadway National Bank Asset Management (BNBAM) is an asset management firm headquartered in San Antonio, Texas. The firm was founded in 1941 and is a subsidiary of Broadway National Bank, ultimately held by Broadway Bancshares, Inc. BNBAM provides investment management services to various clients. | Finance |
American Funds American Mutual Fund, Inc. | Miscellaneous |
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