James Bell
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Profil
James Bell: President and Director.
Mr. Bell has over twelve years of experience
in the securities industry, both in the retail sales and in management in
Spokane, Washington.
From April, 2002 through December, 2003, Mr. Bell was a
Field Auditor for Metropolitan Investment Securities, Inc. an investment firm in
Spokane, Washington.
His duties included remote electronic surveillance of
registered representative's activities to ensure compliance with state and
federal securities regulations, as well as on-site examinations of registered
representative's remote offices.
From December, 2001 through March 2002, Mr.
Bell was not employed.
From September, 2000 through November, 2001, Mr. Bell was
a Vice President/Private Client Manager with Wells Fargo Investments, LLC.
He
offered investment products and advisory services to individuals, trusts and
small businesses.
From January, 1994 through September, 2000, Mr. Bell was an
Assistant Vice President/Investment Specialist with US Bancorp Securities (later
known as US Bancorp Piper Jaffray).
In that capacity, Mr. Bell sold investment
products to retail investors and small business clients.
From November, 1991
through January, 1994, Mr. Bell was a Personal Financial Planner with IDS
Financial Services.
At IDS, Mr. Bell provided fee-based financial planning
services and sold investment and insurance products to individual investors and
small businesses.
Prior to his securities industry experience, Mr. Bell had five
years of experience teaching mathematics and computer science at the secondary
level.
He graduated from Washington State University in 1987.
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Anciens postes connus de James Bell
| Sociétés | Poste | Fin |
|---|---|---|
| ComLink Communications Co. | Secrétaire Général | 16/01/2007 |
| GTEK INDUSTRIES INC | Directeur Financier/CFO | 30/06/2006 |
Wells Fargo Investments LLC
 Wells Fargo Investments LLC Investment ManagersFinance Founded in 2000, Wells Fargo Investments LLC is a registered investment advisor headquartered in San Francisco. The firm is a subsidiary of Wells Fargo & Co., Inc. (NYSE: WFC). Wells Fargo Investments provides services to individuals, including high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Corporate Officer/Principal | 01/11/2001 |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Corporate Officer/Principal | 01/09/2000 |
| IDS Financial Services | Corporate Officer/Principal | 01/01/1994 |
Formation de James Bell
| Washington State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| GTEK INDUSTRIES INC | Finance |
| Entreprise privées | 4 |
|---|---|
Wells Fargo Investments LLC
Wells Fargo Investments LLC Investment ManagersFinance Founded in 2000, Wells Fargo Investments LLC is a registered investment advisor headquartered in San Francisco. The firm is a subsidiary of Wells Fargo & Co., Inc. (NYSE: WFC). Wells Fargo Investments provides services to individuals, including high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Finance |
| ComLink Communications Co. | Technology Services |
| IDS Financial Services |
