Dave Ashby

Gestionnaire de Portefeuille-Actions chez

Stockman Wealth Management, Inc.

Finance

Consumer Services

Profil

Mr. David W.
Ashby, CFA, is a Managing Director at Stockman Wealth Management, Inc. He joined the SWM team in 2016 as a Senior Portfolio Manager bringing over 25 years of experience in private wealth management.
Mr. Ashby was previously employed as Regional Investment Manager by Wells Fargo Bank Montana, NA. Mr. Ashby earned his Bachelor of Business Administration in Finance from Gonzaga University.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and CFA Society of Spokane.

Postes actifs de Dave Ashby

Sociétés	Poste	Début
Stockman Wealth Management, Inc. Stockman Wealth Management, Inc. Investment ManagersFinance SWM creates and manages a portfolio based on the client's personal investment policy/objective.	Gestionnaire de Portefeuille-Actions	01/11/2016

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Anciens postes connus de Dave Ashby

Sociétés	Poste	Fin
Wells Fargo Bank Montana, NA Wells Fargo Bank Montana, NA Major BanksFinance Operates as a nationally chartered commercial bank	Corporate Officer/Principal	-

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Sociétés liées

Entreprise privées	3
Wells Fargo Bank Montana, NA Wells Fargo Bank Montana, NA Major BanksFinance Operates as a nationally chartered commercial bank	Finance
Stockman Wealth Management, Inc. Stockman Wealth Management, Inc. Investment ManagersFinance SWM creates and manages a portfolio based on the client's personal investment policy/objective.	Finance
Gonzaga University Gonzaga University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services