Alan Lee Bagwell
Plus aucun poste en cours
Profil
Mr. Bagwell is a registered securities principal, a registered financial advisor, and a registered financial operations principal (Finop).
Prior to joining BlueCreek, he worked in public accounting, helping individuals and small businesses with their income taxes and estate planning.
He is known for his personalized attention for each individual.
Mr. Bagwell has served on the boards of various civic organizations.
At present, he is a member of the Arab City Industrial Development Board.
Anciens postes connus de Alan Lee Bagwell
| Sociétés | Poste | Fin |
|---|---|---|
Keel Point LLC
 Keel Point LLC Investment ManagersFinance Keel Point LLC is a SEC-registered investment advisor headquartered in Huntsville, Alabama. The firm was founded by David Parks and Robert Brooks in 1998 by Robert Mayes as Blue Creek Investment Partners LLC. They are a subsidiary of Keel Point Partners LLC. Keel Point provides financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. | Directeur Financier/CFO | - |
Formation de Alan Lee Bagwell
| The University of Alabama in Huntsville | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Keel Point LLC
Keel Point LLC Investment ManagersFinance Keel Point LLC is a SEC-registered investment advisor headquartered in Huntsville, Alabama. The firm was founded by David Parks and Robert Brooks in 1998 by Robert Mayes as Blue Creek Investment Partners LLC. They are a subsidiary of Keel Point Partners LLC. Keel Point provides financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. | Finance |
