Profil
Bernard Parke Williams worked as a Portfolio Manager at USAA Investment Services Co. from 2004 to 2017.
He also worked as a Senior Vice President at Chase Bank of Texas NA.
Williams holds an MBA from The University of Texas at Austin and an undergraduate degree from the United States Naval Academy.
Anciens postes connus de Bernard Parke Williams
Sociétés | Poste | Fin |
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USAA Investment Services Co.
USAA Investment Services Co. Investment ManagersFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Gestionnaire de Portefeuille-Actions | 01/04/2017 |
Chase Bank of Texas NA | Corporate Officer/Principal | - |
Formation de Bernard Parke Williams
United States Naval Academy | Undergraduate Degree |
The University of Texas at Austin | Masters Business Admin |
Expériences
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Entreprise privées
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Entreprises liées au 1er degré
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Sociétés liées
Entreprise privées | 2 |
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USAA Investment Services Co.
USAA Investment Services Co. Investment ManagersFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Finance |
Chase Bank of Texas NA | Finance |