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David Wesley Poole
Gestionnaire de Portefeuille-Actions chez Optimum Investment Advisors LLC
Postes actifs de David Wesley Poole
Sociétés | Poste | Début | Fin |
---|---|---|---|
Optimum Investment Advisors LLC
![]() Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Gestionnaire de Portefeuille-Actions | 01/01/1999 | - |
Historique de carrière de David Wesley Poole
Anciens postes connus de David Wesley Poole
Sociétés | Poste | Début | Fin |
---|---|---|---|
Appleton House Advisors
![]() Appleton House Advisors Investment ManagersFinance Appleton House Advisors provides investment advice. The private company is based in West Chicago, IL. | Corporate Officer/Principal | - | - |
Sears Investment Management Co. | Analyst-Equity | - | 31/12/1998 |
Gestionnaire de Portefeuille-Actions | - | 31/12/1998 |
Formation de David Wesley Poole
Michigan State University | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Masters Business Admin | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
---|---|
Optimum Investment Advisors LLC
![]() Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Finance |
Sears Investment Management Co. | Finance |
Appleton House Advisors
![]() Appleton House Advisors Investment ManagersFinance Appleton House Advisors provides investment advice. The private company is based in West Chicago, IL. | Finance |
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