![David C. Seiglie](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
David C. Seiglie
Plus aucun poste en cours
Profil
Mr. David C.
Seiglie is Chief Compliance Officer & Operations Manager at Investor Solutions, Inc. He joined the firm in 2006.
As Operations Manager, David manages and ensures the accuracy of all aspects related to client services including new accounts, account transfers, income distribution, trading, cost basis, and performance reporting.
He is also responsible for developing and maintaining strict controls to ensure that clients receive accurate and timely information.
He has 20 years of experience in banking.
His experience includes working directly with regulatory examiners and internal/external auditors as well as developing and implementing disaster recovery plans and operational procedures.
Mr. Seiglie holds a Bachelor degree in Business Administration from St. Thomas University in Florida.
Anciens postes connus de David C. Seiglie
| Sociétés | Poste | Fin |
|---|---|---|
Sabadell United Bank, NA
 Sabadell United Bank, NA Regional BanksFinance Provides banking services | Corporate Officer/Principal | 31/12/2006 |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Corporate Officer/Principal | 31/12/2004 |
Eastern National Bank (Florida)
 Eastern National Bank (Florida) Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | 31/12/1990 |
Boy Scouts of America
 Boy Scouts of America Miscellaneous Commercial ServicesCommercial Services Provides community development programs | Corporate Officer/Principal | - |
Managed Account Services, Inc.
 Managed Account Services, Inc. Investment ManagersFinance Investor Solutions seeks first to evaluate a client’s financial situation prior to managing their investments. The firm then designs and implements an investment plan aimed at achieving a client’s financial objectives. They primarily allocate client assets among various institutional index funds and exchange-traded funds (ETFs). Investor Solutions aims to manage risk through diversification and purchases securities with the intent to hold long-term. | Compliance Officer | - |
Formation de David C. Seiglie
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
55
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Finance |
Managed Account Services, Inc.
Managed Account Services, Inc. Investment ManagersFinance Investor Solutions seeks first to evaluate a client’s financial situation prior to managing their investments. The firm then designs and implements an investment plan aimed at achieving a client’s financial objectives. They primarily allocate client assets among various institutional index funds and exchange-traded funds (ETFs). Investor Solutions aims to manage risk through diversification and purchases securities with the intent to hold long-term. | Finance |
St. Thomas University (Florida)
 St. Thomas University (Florida) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Boy Scouts of America
Boy Scouts of America Miscellaneous Commercial ServicesCommercial Services Provides community development programs | Commercial Services |
Sabadell United Bank, NA
Sabadell United Bank, NA Regional BanksFinance Provides banking services | Finance |
Eastern National Bank (Florida)
Eastern National Bank (Florida) Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
