![Jamie Lynn Wilson](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>)
Jamie Lynn Wilson
Directeur des opérations chez
Capital Advisors, Inc. (Oklahoma)
Profil
Ms. Jamie L.
Wilson is a Chief Operating Officer & Chief Compliance Officer at Capital Advisors, Inc. (Oklahoma).
She joined Capital Advisors in 2003 with over 13 years of prior experience in the financial services industry.
Ms. Wilson joined the Board of Directors in 2015.
She is responsible for Compliance, Operations, and IT.
She holds a B.S.
in Finance from Northeastern State University.
Postes actifs de Jamie Lynn Wilson
| Sociétés | Poste | Début |
|---|---|---|
Capital Advisors, Inc. (Oklahoma)
 Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors’ Investment and Research Committee (The Committee) is responsible for the development and daily management of portfolio strategies. The Committee is responsible for the research and selection of each security within each strategy. The firm develops an asset allocation plan or model portfolio to align the client’s investment objectives with the most efficient and effective investment vehicles to attain those objectives. Capital Advisors uses a combination of individual stock strategies, tactical ETF strategies and fixed income strategies. | Directeur des opérations | 01/01/2003 |
Anciens postes connus de Jamie Lynn Wilson
| Sociétés | Poste | Fin |
|---|---|---|
Arvest Investments, Inc.
 Arvest Investments, Inc. Investment ManagersFinance AWM uses different methods of analysis to formulate their investment advice and/or manage their client assets, which include fundamental analysis, technical analysis, quantitative analysis, qualitative analysis, and asset allocation. The firm’s goal is to construct portfolios built on these key characteristics that are designed to meet their clients' investment objectives. AWM is value-oriented and focuses on consistent, long-term performance. They use long-term purchases, short-term purchases, timely investment of customer funds, and the use of options as investment strategies to manage client accounts. | Corporate Officer/Principal | 31/12/2001 |
Smith Barney Asset Management
 Smith Barney Asset Management Investment ManagersFinance Provides investment services | Corporate Officer/Principal | 02/01/2000 |
Formation de Jamie Lynn Wilson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
81
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Arvest Investments, Inc.
Arvest Investments, Inc. Investment ManagersFinance AWM uses different methods of analysis to formulate their investment advice and/or manage their client assets, which include fundamental analysis, technical analysis, quantitative analysis, qualitative analysis, and asset allocation. The firm’s goal is to construct portfolios built on these key characteristics that are designed to meet their clients' investment objectives. AWM is value-oriented and focuses on consistent, long-term performance. They use long-term purchases, short-term purchases, timely investment of customer funds, and the use of options as investment strategies to manage client accounts. | Finance |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors’ Investment and Research Committee (The Committee) is responsible for the development and daily management of portfolio strategies. The Committee is responsible for the research and selection of each security within each strategy. The firm develops an asset allocation plan or model portfolio to align the client’s investment objectives with the most efficient and effective investment vehicles to attain those objectives. Capital Advisors uses a combination of individual stock strategies, tactical ETF strategies and fixed income strategies. | Finance |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
Northeastern State University
 Northeastern State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
