Kelly D. Rice
Portfolio Manager-Aktien bei Broadway National Bank Asset Management
Ursprung des Netzwerks ersten Grades von Kelly D. Rice
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Broadway National Bank Asset Management
 Broadway National Bank Asset Management Investment ManagersFinance Broadway National Bank Asset Management (BNBAM) is an asset management firm headquartered in San Antonio, Texas. The firm was founded in 1941 and is a subsidiary of Broadway National Bank, ultimately held by Broadway Bancshares, Inc. BNBAM provides investment management services to various clients.
11
| Subsidiary | Investment Managers | 11 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Kelly D. Rice
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| The University of Texas at Austin | College/University | Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree | |
| Texas Tech University | College/University | Graduate Degree Corporate Officer/Principal | |
| Trinity Western University | College/University | Corporate Officer/Principal | |
| Eastern Michigan University | College/University | Undergraduate Degree | |
Broadway Bancshares, Inc.
 Broadway Bancshares, Inc. Financial ConglomeratesFinance Broadway Bancshares, Inc. operates as a bank holding company. It acts as a holding company for Broadway National Bank and its Eisenhower National Bank division. The organization offers deposit products such as savings, checking, and money market accounts, IRAs, and cash deposits. Broadway Bancshares was founded by Elizabeth Cheever and Charles E. Cheever Sr. and is located in San Antonio, TX. | Financial Conglomerates | Director/Board Member | |
United Way of San Antonio & Bexar County
 United Way of San Antonio & Bexar County Miscellaneous Commercial ServicesCommercial Services United Way of San Antonio & Bexar County operates as a non-profit organization which helps children, families and individuals. It offers basic needs and helps change lives through strong, well-managed programs. The company was founded in 1940 and is headquartered in San Antonio, TX. | Miscellaneous Commercial Services | Director/Board Member | |
Broadway National Bank (Texas)
 Broadway National Bank (Texas) Major BanksFinance Part of Broadway Bancshares, Inc., Broadway National Bank (Texas) is a nationally chartered commercial bank. The company is based in San Antonio, TX. David Bohne has been the CEO of the company since 2016. Broadway National Bank (Texas was acquired by BostonFed Bancorp, Inc. on May 14, 2003. | Major Banks | Chief Executive Officer | |
| Texas A&M University | College/University | Undergraduate Degree | |
| University of the Incarnate Word | College/University | Masters Business Admin | |
| Dallas Baptist University | College/University | Undergraduate Degree | |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Corporate Officer/Principal | |
| Vanderbilt University | College/University | Undergraduate Degree | |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
| Iowa State University | College/University | Doctorate Degree | |
| United States Air Force Academy | College/University | Undergraduate Degree | |
| University of Michigan | College/University | Masters Business Admin | |
| University of California, Berkeley | College/University | Graduate Degree | |
| Saint Mary's University | College/University | Graduate Degree | |
| Yale University | College/University | Undergraduate Degree | |
| US Air Force | Sovereign | Corporate Officer/Principal | |
United Services Automobile Association
 United Services Automobile Association Miscellaneous Commercial ServicesCommercial Services United Services Automobile Association provides insurance, banking and investment services. Its products include renters insurance, flood and life insurance, checking savings accounts, certificate of deposits, stocks and options, USAA mutual funds, USAA 529 savings plan, mortgages, and individual retirement account. The company was founded in 1922 and is headquartered in San Antonio, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Abilene Christian University | College/University | Graduate Degree | |
| Embry-Riddle Aeronautical University | College/University | Undergraduate Degree | |
| WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal | |
Stoker Ostler Wealth Advisors, Inc.
 Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | Investment Managers | Investment Committee Member | |
| Thunderbird School of Global Management | College/University | Graduate Degree |
Statistik
International
| Vereinigte Staaten | 27 |
| Kanada | 2 |
Sektoral
| Consumer Services | 18 |
| Finance | 8 |
| Commercial Services | 3 |
| Government | 2 |
Operativ
| Undergraduate Degree | 11 |
| Portfolio Manager-Equities | 11 |
| Corporate Officer/Principal | 8 |
| Graduate Degree | 7 |
| Portfolio Manager-Fixed Income | 4 |
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