Profil
Mr. George Wallace is a Managing Director at Sheeley & Partners Wealth Management LLC.
He has over
40 years experience in the area of Trust and Investment services.
Mr. Wallace started his career at Fleet Bank in 1963.
In 1983, he joined New England Trust Company as a Portfolio Manager, and during the past 20 years served in various capacities such as Chairman of the Investment Policy Committee, Chief Investment Officer and most recently Executive Vice President.
Prior to his association with New England Trust, he was affiliated with the First National Bank of Rockford Illinois, as a Vice President, and BMC Durfee Trust Company in Fall River, Massachusetts, as a Senior Trust Officer.
He received his Bachelor of Science degree from the University of Rhode Island.
Ehemalige bekannte Positionen von George Wallace
| Unternehmen | Position | Ende |
|---|---|---|
Sheeley & Partners Wealth Management LLC
 Sheeley & Partners Wealth Management LLC Investment ManagersFinance Sheeley & Partners Wealth Management LLC (Sheeley & Partners) is a registered investment advisor headquartered in Providence, Rhode Island. The firm is principally owned by NCG LLC, which is principally owned by Lesley Sheeley, who founded the firm in 1998 as Navigator Investments LLC. Sheeley & Partners provides tailored investment solutions for investors, both individuals and corporations. | Portfolio Manager-Aktien | 30.10.2019 |
| Fleet Bank, NA (Hartford, Connecticut) | Corporate Officer/Principal | 31.12.1982 |
First National Bank (Ames, Iowa)
 First National Bank (Ames, Iowa) Major BanksFinance First National Bank is a nationally chartered commercial bank. The firm offers personal, business banking services including digital banking, checking, cards, video banking, mortgage, auto, personal loans and online banking. It has offices in Ames, Ankeny, Johnston and West Des Moines. The company was founded by Sandor W. Shapery in 1903 and is headquartered in Ames, IA. | Corporate Officer/Principal | - |
| New England Trust Co. | Chief Investment Officer | - |
Ausbildung von George Wallace
| University of Rhode Island | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Sheeley & Partners Wealth Management LLC
Sheeley & Partners Wealth Management LLC Investment ManagersFinance Sheeley & Partners Wealth Management LLC (Sheeley & Partners) is a registered investment advisor headquartered in Providence, Rhode Island. The firm is principally owned by NCG LLC, which is principally owned by Lesley Sheeley, who founded the firm in 1998 as Navigator Investments LLC. Sheeley & Partners provides tailored investment solutions for investors, both individuals and corporations. | Finance |
| Fleet Bank, NA (Hartford, Connecticut) | Finance |
| New England Trust Co. | Finance |
First National Bank (Ames, Iowa)
First National Bank (Ames, Iowa) Major BanksFinance First National Bank is a nationally chartered commercial bank. The firm offers personal, business banking services including digital banking, checking, cards, video banking, mortgage, auto, personal loans and online banking. It has offices in Ames, Ankeny, Johnston and West Des Moines. The company was founded by Sandor W. Shapery in 1903 and is headquartered in Ames, IA. | Finance |
