Profilo
Pat Henry Swanson worked as a Managing Director & Chief Compliance Officer at King Investment Advisors, Inc., a Partner & Director of Research at Oxbow Advisors LLC, a Securities Analyst & Portfolio Manager at US West Financial Services, Inc., and a Financial Analyst & Corporate Lending Officer at First RepublicBank Dallas NA.
Swanson holds an MBA from Pepperdine University and an undergraduate degree from United States Air Force Academy, which was conferred in 1979.
Precedenti posizioni note di Pat Henry Swanson
Società | Posizione | Fine |
---|---|---|
First RepublicBank Dallas NA | Corporate Officer/Principal | - |
US West Financial Services, Inc.
US West Financial Services, Inc. Finance/Rental/LeasingFinance Part of Bank of America Corp., US West Financial Services, Inc. is a commercial finance concern. US West Financial Services was acquired by NationsBank Corp. from Qwest Communications International, Inc. on December 08, 1993. | Corporate Officer/Principal | - |
Oxbow Advisors LLC
Oxbow Advisors LLC Investment ManagersFinance Oxbow Advisors LLC (Oxbow) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by James Theodore (Ted) Oakley in 2011. Oxbow provides investment management services to high net-worth individuals and families. | Direttore della Ricerca - Azioni | - |
King Investment Advisors, Inc.
King Investment Advisors, Inc. Investment ManagersFinance Founded in 1981 by Roger E. King, King Investment Advisors, Inc. is a registered investment advisor located in Houston, Texas with an additional office in Irving, Texas. The firm manages investment portfolios for institutional and individual investors. Their institutional clients include corporations, employee retirement plans, public funds, foundations and endowments. King offers a full range of investment advisory services including separately managed stock and bond accounts, financial planning and mutual fund asset allocation portfolios. In addition, they offer tax-efficient and socially responsible investment strategies. | Responsabile della Conformità | - |
Formazione di Pat Henry Swanson
Pepperdine University | Masters Business Admin |
United States Air Force Academy | Undergraduate Degree |
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 | 4 |
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King Investment Advisors, Inc.
King Investment Advisors, Inc. Investment ManagersFinance Founded in 1981 by Roger E. King, King Investment Advisors, Inc. is a registered investment advisor located in Houston, Texas with an additional office in Irving, Texas. The firm manages investment portfolios for institutional and individual investors. Their institutional clients include corporations, employee retirement plans, public funds, foundations and endowments. King offers a full range of investment advisory services including separately managed stock and bond accounts, financial planning and mutual fund asset allocation portfolios. In addition, they offer tax-efficient and socially responsible investment strategies. | Finance |
US West Financial Services, Inc.
US West Financial Services, Inc. Finance/Rental/LeasingFinance Part of Bank of America Corp., US West Financial Services, Inc. is a commercial finance concern. US West Financial Services was acquired by NationsBank Corp. from Qwest Communications International, Inc. on December 08, 1993. | Finance |
First RepublicBank Dallas NA | Finance |
Oxbow Advisors LLC
Oxbow Advisors LLC Investment ManagersFinance Oxbow Advisors LLC (Oxbow) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by James Theodore (Ted) Oakley in 2011. Oxbow provides investment management services to high net-worth individuals and families. | Finance |
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