Wallace R. Johnson

Nessuna posizione attualmente

Finance

Commercial Services

Consumer Services

Profilo

Mr. Wallace R.
Johnson, III, is a Managing Director at Diversified Trust Co. Mr. Johnson joined Diversified Trust in August 2010 and is responsible for the management and oversight of client relationships and new business development.
Previously, he was the Regional Managing Director for Wells Fargo Family Wealth, formerly Calibre - Wachovia's multi-family office.
Prior to joining Wachovia in 1997, Mr. Johnson was a partner with Ernst and Young, LLP where he was director of the Personal Financial Consulting practice for the Carolinas.
He has over 35 years of experience in serving the accounting and financial services industries.
Mr. Johnson received his Bachelor of Science degree from Mississippi State University and has completed numerous graduate courses in estate planning, life insurance planning, fringe benefit design and investment planning.
He is a Certified Public Accountant, a Certified Financial Planner, and has earned the Personal Financial Specialist designation by the American Institute of CPAs.

Precedenti posizioni note di Wallace R. Johnson

Società	Posizione	Fine
Ernst & Young LLP Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.	Corporate Officer/Principal	-
Diversified Trust Co. Diversified Trust Co. Investment ManagersFinance Diversified Trust Co. is a privately-owned trust management firm headquartered in Charleston, South Carolina. The firm was founded in 1994 by Larry H. Bryan. Diversified Trust creates wealth solutions to individuals and multi-generational families, foundations and endowments, retirement plans, and family-owned businesses.	Vendite & Marketing	-
Wells Fargo Family Wealth Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families	Gestore di Portafoglio-Azioni	-

Vedi nel dettaglio l'esperienza di Wallace R. Johnson

Formazione di Wallace R. Johnson

Mississippi State University

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private