Allan Meyer
Plus aucun poste en cours
Profil
Prior to joining Convergent in March 2010, Mr. Meyer served as a Client Services Associate in the Wealth Management Division of PNC Bank, where he specialized in operational issues.
He began his financial career with Ruesch International, a global payment provider specializing in foreign exchange risk management.
Mr. Meyer earned a Bachelor of Arts degree in Russian from Clarion University of Pennsylvania.
He currently holds the FINRA Series 7 license.
Anciens postes connus de Allan Meyer
| Sociétés | Poste | Fin |
|---|---|---|
PNC Bank, NA
 PNC Bank, NA Major BanksFinance PNC Bank NA provides banking services. It offers online banking, investment banking, mortgage banking, and bills payment services. The company is headquartered in Pittsburgh, PA. | Corporate Officer/Principal | - |
Convergent Wealth Advisors LLC
 Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Public Communications Contact | - |
Formation de Allan Meyer
| Clarion University of Pennsylvania | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
PNC Bank, NA
PNC Bank, NA Major BanksFinance PNC Bank NA provides banking services. It offers online banking, investment banking, mortgage banking, and bills payment services. The company is headquartered in Pittsburgh, PA. | Finance |
