Joe Dillin
Plus aucun poste en cours
Historique de carrière de Joe Dillin
Anciens postes connus de Joe Dillin
Sociétés | Poste | Début | Fin |
---|---|---|---|
Wachovia Trust Co., NA | Corporate Officer/Principal | 31/12/2006 | 31/12/2006 |
Wachovia Wealth Management
Wachovia Wealth Management Investment ManagersFinance Wachovia Wealth Management is an investment management firm located in Winston-Salem North Carolina with an additional office in New York City. The firm is a division of Wells Fargo & Co. (NYSE: WFC) | Corporate Officer/Principal | - | - |
Parsec Financial Management, Inc.
Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Gestionnaire de Portefeuille-Actions | 13/07/2010 | - |
Portfolio Manager-Fixed Income | 13/07/2010 | - |
Formation de Joe Dillin
Florida State University | Graduate Degree |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectorielle
Finance | 3 |
Miscellaneous | 2 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
---|---|
Parsec Financial Management, Inc.
Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Finance |
Wachovia Trust Co., NA | Miscellaneous |
Wachovia Wealth Management
Wachovia Wealth Management Investment ManagersFinance Wachovia Wealth Management is an investment management firm located in Winston-Salem North Carolina with an additional office in New York City. The firm is a division of Wells Fargo & Co. (NYSE: WFC) | Finance |
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