Profilo
Pat James Swarz worked as a Chief Compliance Officer at Questar Capital Corp.
from 2006 to 2006 and at Plante Moran Financial Advisors LLC.
Mr. Swarz completed an undergraduate degree at Wayne State University (Michigan).
Precedenti posizioni note di Pat James Swarz
| Società | Posizione | Fine |
|---|---|---|
Questar Capital Corp.
Questar Capital Corp. Investment Banks/BrokersFinance Provides brokerage services | Responsabile della Conformità | 30/06/2006 |
Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance PMFA’s security analysis methods include fundamental and technical analysis and cyclical analysis. Their investment research group uses an internally developed, proprietary equity market valuation model as a tool for evaluating current market conditions and determining equity model allocations. Equity allocation investment strategies include managers that employ both long- and short-term strategies. Fixed income allocations include managers that seek to invest in a range of fixed income assets and credit classes to generate attractive risk-adjusted returns through current income and, to a lesser extent, capital appreciation. | Corporate Officer/Principal | - |
Formazione di Pat James Swarz
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Questar Capital Corp.
Questar Capital Corp. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance PMFA’s security analysis methods include fundamental and technical analysis and cyclical analysis. Their investment research group uses an internally developed, proprietary equity market valuation model as a tool for evaluating current market conditions and determining equity model allocations. Equity allocation investment strategies include managers that employ both long- and short-term strategies. Fixed income allocations include managers that seek to invest in a range of fixed income assets and credit classes to generate attractive risk-adjusted returns through current income and, to a lesser extent, capital appreciation. | Finance |
Wayne State University (Michigan)
Wayne State University (Michigan) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















