Profil
Mr. Dan Sholian is Senior Consultant at Deschutes Investment Advisors, Inc. He has been a registered representative since 1982.
He joined the firm in March 1997.
Prior to joining Deschutes Investment Advisor, Mr. Sholian joined Dain Rauscher in 1993 to focus on consulting for high net-worth individuals and in 1997 left with Bryn to work at Deschutes Portfolio Strategies, Inc., a registered investment advisory and consulting firm.
Prior to Dain Rauscher, he was with Ragen Mackenzie, Seattle, and Shearson Lehman, Seattle.
Mr. Sholian received his BS in Finance from the University of Oregon.
He lives in Lake Oswego, Oregon with his wife and their two daughters.
Anciens postes connus de Dan Sholian
| Sociétés | Poste | Fin |
|---|---|---|
| Dain Rauscher, Inc. | Corporate Officer/Principal | 28/02/1997 |
Ragen MacKenzie Group, Inc.
 Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Founded in 1982, Ragen MacKenzie Group, Inc. (NYSE: RMG) is a full-service brokerage firm headquartered in Seattle. They are an affiliate of Wells Fargo Investments LLC and a subsidiary of Wells Fargo & Co. (NYSE: WFC). With additional offices nationwide, the firm provides value-oriented, objective research. They focus on the following industries: aerospace, air freight, biotechnology, financial services, forest products, healthcare, insurance, manufacturing, retail, semiconductors, software, technology, transportation, utilities and other special situations. Ragen Mackenzie searches for companies nationwide that are undervalued in the marketplace and that demonstrate strong long-term fundamental characteristics, yet have not been recognized by the majority of investors. The firm is a member of the SIPC. | Corporate Officer/Principal | 31/12/1992 |
Shearson Lehman Bros., Inc.
 Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY. | Corporate Officer/Principal | - |
Deschutes Investment Advisors, Inc.
 Deschutes Investment Advisors, Inc. Investment ManagersFinance Founded in 1997, Deschutes Investment Advisors, Inc. is a registered investment advisor located in Portland, Oregon. The firm is also known as Deschutes Portfolio Strategies. Their clients include high net-worth, individuals, families, corporate boards, 401(k) or pension boards, foundations, endowments, trusts and charitable organizations. | Consultant / Advisor | - |
Formation de Dan Sholian
| University of Oregon | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Deschutes Investment Advisors, Inc.
Deschutes Investment Advisors, Inc. Investment ManagersFinance Founded in 1997, Deschutes Investment Advisors, Inc. is a registered investment advisor located in Portland, Oregon. The firm is also known as Deschutes Portfolio Strategies. Their clients include high net-worth, individuals, families, corporate boards, 401(k) or pension boards, foundations, endowments, trusts and charitable organizations. | Finance |
| Dain Rauscher, Inc. | Finance |
Ragen MacKenzie Group, Inc.
Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Founded in 1982, Ragen MacKenzie Group, Inc. (NYSE: RMG) is a full-service brokerage firm headquartered in Seattle. They are an affiliate of Wells Fargo Investments LLC and a subsidiary of Wells Fargo & Co. (NYSE: WFC). With additional offices nationwide, the firm provides value-oriented, objective research. They focus on the following industries: aerospace, air freight, biotechnology, financial services, forest products, healthcare, insurance, manufacturing, retail, semiconductors, software, technology, transportation, utilities and other special situations. Ragen Mackenzie searches for companies nationwide that are undervalued in the marketplace and that demonstrate strong long-term fundamental characteristics, yet have not been recognized by the majority of investors. The firm is a member of the SIPC. | Finance |
Shearson Lehman Bros., Inc.
Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY. | Finance |
