David A. Turner
Plus aucun poste en cours
Profil
Mr. David Turner is Recruiting Consultant at 1st Global Advisors, Inc. He joined 1st Global in April 2011.
Previously, he was vice president, institutional sales for FOLIO Institutional where he was responsible for sales of a proprietary models based trading and custody platform financial advisors, money managers, TPAs and brokers/dealers in a multi-state territory.
Prior to that, he worked for nine years as regional sales director for SEI Investments where he was responsible for new business acquisition, business consulting and relationship management primarily through financial advisors in the Western U.S.
He directly supported advisors in driving asset growth initiatives through direct acquisition of qualified plans (DB, DCIO, 401(k)) and endowments/foundations.
Mr. Turner holds a Bachelor of Science degree in journalism and mass communications (emphasis in broadcasting) from Kansas State University.
In addition, he received specialized formal certification as an ERISA paralegal from the Philadelphia Institute for Employee Benefits Training.
He is a Registered Representative holding the FINRA Series 7, 63 and 65 licenses.
Anciens postes connus de David A. Turner
| Sociétés | Poste | Fin |
|---|---|---|
Folio Corp.
 Folio Corp. Packaged SoftwareTechnology Services Folio Corp. develops software for managing business-critical information. The company is based in Provo, UT. The company was founded by Brandt C. Redd. Folio was acquired by Open Market, Inc. from RELX Plc on March 07, 1997 for $45 million. | Corporate Officer/Principal | - |
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Sales & Marketing | - |
1st Global Advisors, Inc.
 1st Global Advisors, Inc. Investment ManagersFinance Founded in 1992, 1st Global Advisors, Inc. is a registered investment advisor located in Dallas, Texas. 1st Global, Inc. owns all of the firm's shares. The majority of 1st Global, Inc.’s shares are owned by Stephen Anthony Batman and family. The remaining shares are owned by a small number of current and former employees. Through their network of affiliated investment adviser representatives (IARs), 1st Global Advisors offers comprehensive financial services to y provide advisory services to individuals, high net-worth individuals, corporations and other businesses, pension and profit sharing plans and charitable organizations. The majority of the firm's clients are retail clients that fall under the category of “individuals (other than high-net-worth individuals). 1st Global Advisors specializes in partnering with CPA, tax, accounting, legal, and dedicated financial professionals. | Corporate Officer/Principal | - |
Formation de David A. Turner
| Kansas State University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
1st Global Advisors, Inc.
1st Global Advisors, Inc. Investment ManagersFinance Founded in 1992, 1st Global Advisors, Inc. is a registered investment advisor located in Dallas, Texas. 1st Global, Inc. owns all of the firm's shares. The majority of 1st Global, Inc.’s shares are owned by Stephen Anthony Batman and family. The remaining shares are owned by a small number of current and former employees. Through their network of affiliated investment adviser representatives (IARs), 1st Global Advisors offers comprehensive financial services to y provide advisory services to individuals, high net-worth individuals, corporations and other businesses, pension and profit sharing plans and charitable organizations. The majority of the firm's clients are retail clients that fall under the category of “individuals (other than high-net-worth individuals). 1st Global Advisors specializes in partnering with CPA, tax, accounting, legal, and dedicated financial professionals. | Finance |
Folio Corp.
Folio Corp. Packaged SoftwareTechnology Services Folio Corp. develops software for managing business-critical information. The company is based in Provo, UT. The company was founded by Brandt C. Redd. Folio was acquired by Open Market, Inc. from RELX Plc on March 07, 1997 for $45 million. | Technology Services |
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Finance |
