John Cole Williams
Compliance Officer bei WESPAC Advisors LLC
Aktive Positionen von John Cole Williams
Unternehmen | Position | Beginn | Ende |
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WESPAC Advisors LLC
WESPAC Advisors LLC Investment ManagersFinance WESPAC Advisors LLC is a registered investment advisor headquartered in Orinda, California. The firm was founded by Nelson Chia in 1977 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners Inc. (NASDAQ: FOCS). WESPAC Advisors provides investment advisory and fiduciary oversight services to participant-directed retirement plans and provides investment management services to high-net-worth clients in separately managed accounts. | Compliance Officer | 01.08.1997 | - |
Mitglied des Investmentausschusses | 01.08.1997 | - | |
Portfolio Manager-Aktien | 01.08.1997 | - |
Karriereverlauf von John Cole Williams
Ausbildung von John Cole Williams
American Graduate School of Management | Masters Business Admin |
University of Florida | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Compliance Officer | 1 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Sektoral
Consumer Services | 3 |
Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
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WESPAC Advisors LLC
WESPAC Advisors LLC Investment ManagersFinance WESPAC Advisors LLC is a registered investment advisor headquartered in Orinda, California. The firm was founded by Nelson Chia in 1977 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners Inc. (NASDAQ: FOCS). WESPAC Advisors provides investment advisory and fiduciary oversight services to participant-directed retirement plans and provides investment management services to high-net-worth clients in separately managed accounts. | Finance |
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