Brian Woodward
Keine laufenden Positionen mehr
Profil
Mr. Brian Woodward is Client Services Representative at Pacific Financial Group, Inc.
Mr. Woodward joined The Pacific Financial Group, Inc. in March 2007.
Previously, he served for 11 years as Operations Manager at Financial Design Group, Inc., a Linsco Private Ledger branch office.
He began his career in the financial services industry as a District Manager with Waddell and Reed Financial Services in 1987.
Mr. Woodward graduated from the Leadership Institute of Seattle at City University with a Bachelor of Science in Applied Behavioral Science; he has a Certificate in Project Management from the University of Washington and holds a Series 65 license.
Ehemalige bekannte Positionen von Brian Woodward
| Unternehmen | Position | Ende |
|---|---|---|
| Financial Design Capital Management, Inc. | Corporate Officer/Principal | - |
| Waddell & Reed Financial Services, Inc. | Corporate Officer/Principal | - |
Pacific Financial Group, Inc.
 Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Vertrieb & Marketing | - |
Ausbildung von Brian Woodward
| City University of Seattle | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Pacific Financial Group, Inc.
Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
| Financial Design Capital Management, Inc. | Finance |
| Waddell & Reed Financial Services, Inc. |
