Profil
Mr. Christian Clem is Portfolio Analyst at Doyle Wealth Management, Inc. He began his career in financial services in 2007, working for Merrill Lynch Wealth Management.
In 2008, he moved to J.P.Morgan Worldwide Securities Services.
He has also worked for the multinational firm UBS AG's South Atlantic division in downtown Tampa.
Mr. Clem received his BS in Finance degree from University of Tampa in 2007.
In 2010, Christian returned to Florida to pursue his MBA degree at the University of Tampa, which he will attain in May of 2012.
Ehemalige bekannte Positionen von Christian D. Clem
| Unternehmen | Position | Ende |
|---|---|---|
JPMorgan Worldwide Securities Services
 JPMorgan Worldwide Securities Services Investment Banks/BrokersFinance JPMorgan Worldwide Securities Services engages in the provision of security brokerage services. The company is headquartered in New York, NY. | Corporate Officer/Principal | 31.12.2009 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Corporate Officer/Principal | 31.12.2007 |
Doyle Wealth Management LLC
 Doyle Wealth Management LLC Investment ManagersFinance Doyle Wealth Management LLC (DWM) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded by Bob and Jillian Doyle in 2005 and is a subsidiary of CI Private Wealth LLC, ultimately owned by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. DWM provides financial and estate planning services, portfolio management, and general consulting services to individuals, endowments, foundations, corporations, trusts, estates, and charitable organizations. | Analyst-Equity | - |
Ausbildung von Christian D. Clem
| The University of Tampa, Inc. | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Doyle Wealth Management LLC
Doyle Wealth Management LLC Investment ManagersFinance Doyle Wealth Management LLC (DWM) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded by Bob and Jillian Doyle in 2005 and is a subsidiary of CI Private Wealth LLC, ultimately owned by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. DWM provides financial and estate planning services, portfolio management, and general consulting services to individuals, endowments, foundations, corporations, trusts, estates, and charitable organizations. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
JPMorgan Worldwide Securities Services
JPMorgan Worldwide Securities Services Investment Banks/BrokersFinance JPMorgan Worldwide Securities Services engages in the provision of security brokerage services. The company is headquartered in New York, NY. | Finance |
