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John William Coleman
Chief Investment Officer bei Live Oak Private Wealth LLC
Aktive Positionen von John William Coleman
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Live Oak Private Wealth LLC
![]() Live Oak Private Wealth LLC Investment ManagersFinance Live Oak Private Wealth LLC (LOPW) is a SEC-registered investment adviser and wealth management firm headquartered in Wilmington, North Carolina. The firm was founded in 2018 and is a subsidiary of Live Oak Banking Co., which is owned by Live Oak Bancshares, Inc. (NYSE: LOB). LOPW offers wealth management services to long-term, risk adverse, goal minded high net-worth individuals and families. | Chief Investment Officer | 01.08.2018 | - |
Leiter des Privatbankwesens | 01.08.2018 | - |
Karriereverlauf von John William Coleman
Ehemalige bekannte Positionen von John William Coleman
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Dean Witter Reynolds, Inc. | Corporate Officer/Principal | 01.02.1986 | 01.12.1993 |
Ausbildung von John William Coleman
Elon University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 3 |
2 |
Operativ
Chief Investment Officer | 1 |
Head of Private Banking | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
---|---|
Live Oak Private Wealth LLC
![]() Live Oak Private Wealth LLC Investment ManagersFinance Live Oak Private Wealth LLC (LOPW) is a SEC-registered investment adviser and wealth management firm headquartered in Wilmington, North Carolina. The firm was founded in 2018 and is a subsidiary of Live Oak Banking Co., which is owned by Live Oak Bancshares, Inc. (NYSE: LOB). LOPW offers wealth management services to long-term, risk adverse, goal minded high net-worth individuals and families. | Finance |
Dean Witter Reynolds, Inc. | Finance |
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