John William Coleman
Directeur en chef des Investissements chez Live Oak Private Wealth LLC
Postes actifs de John William Coleman
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Live Oak Private Wealth LLC
 Live Oak Private Wealth LLC Investment ManagersFinance Live Oak Private Wealth LLC (LOPW) is a SEC-registered investment adviser and wealth management firm headquartered in Wilmington, North Carolina. The firm was founded in 2018 and is a subsidiary of Live Oak Banking Co., which is owned by Live Oak Bancshares, Inc. (NYSE: LOB). LOPW offers wealth management services to long-term, risk adverse, goal minded high net-worth individuals and families. | Directeur en chef des Investissements | 01/08/2018 | - |
| Responsable de la banque privée | 01/08/2018 | - |
Historique de carrière de John William Coleman
Anciens postes connus de John William Coleman
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
| Dean Witter Reynolds, Inc. | Corporate Officer/Principal | 01/02/1986 | 01/12/1993 |
Formation de John William Coleman
| Elon University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 3 |
| 2 |
Opérationnelle
| Chief Investment Officer | 1 |
| Head of Private Banking | 1 |
| Undergraduate Degree | 1 |
Sectorielle
| Finance | 3 |
| Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
| Dean Witter Reynolds, Inc. | Finance |
Live Oak Private Wealth LLC
Live Oak Private Wealth LLC Investment ManagersFinance Live Oak Private Wealth LLC (LOPW) is a SEC-registered investment adviser and wealth management firm headquartered in Wilmington, North Carolina. The firm was founded in 2018 and is a subsidiary of Live Oak Banking Co., which is owned by Live Oak Bancshares, Inc. (NYSE: LOB). LOPW offers wealth management services to long-term, risk adverse, goal minded high net-worth individuals and families. | Finance |
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