Profil
Terry J.
Knoll is currently the Director at Boys & Girls Clubs of Bellevue.
Previously, he worked as a Branch Manager at Charles Schwab Investment Management, Inc. from 1987 to 1992.
He also worked as a Vice President & Investment Officer at WoodTrust Asset Management, NA from 2010 to 2013.
Aktive Positionen von Terry J. Knoll
| Unternehmen | Position | Beginn |
|---|---|---|
Boys & Girls Clubs of Bellevue
Boys & Girls Clubs of Bellevue Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization that provides education and health care services | Direktor/Vorstandsmitglied | 05.09.2013 |
Ehemalige bekannte Positionen von Terry J. Knoll
| Unternehmen | Position | Ende |
|---|---|---|
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Corporate Officer/Principal | 01.01.1992 |
WoodTrust Asset Management, NA
WoodTrust Asset Management, NA Investment ManagersFinance WoodTrust Asset Management seeks to provide consistent long-term performance through uniquely constructed asset allocation portfolios and separate accounts. Their investment philosophy focuses on five key principles: (1) asset allocation (2) portfolio structure (3) tax management techniques (4) the use of specialist managers or separate accounts and (5) continuous portfolio management. | Mitglied des Investmentausschusses | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Finance |
WoodTrust Asset Management, NA
WoodTrust Asset Management, NA Investment ManagersFinance WoodTrust Asset Management seeks to provide consistent long-term performance through uniquely constructed asset allocation portfolios and separate accounts. Their investment philosophy focuses on five key principles: (1) asset allocation (2) portfolio structure (3) tax management techniques (4) the use of specialist managers or separate accounts and (5) continuous portfolio management. | Finance |
Boys & Girls Clubs of Bellevue
Boys & Girls Clubs of Bellevue Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization that provides education and health care services | Commercial Services |
















