Profil
Mr. Pat J.
Smarjesse is Vice President at David Vaughan Investments, Inc.
Prior to joining David Vaughan Investments in May 1995, Mr. Smarjesse served as a retirement plan consultant with a regional pension administration firm, and a financial consultant for Merrill Lynch & Co. In 2002, he earned the Certified Employee Benefit Specialist designation from the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania, recognizing his significant expertise and understanding of topics relating to tax-qualified retirement plans.
Mr. Smarjesse grew up in the Peoria area and is a 1984 graduate of the University of Wisconsin-La Crosse, where he earned a BS in Management.
His wife and three daughters are his primary focus outside of work.
When time permits, he enjoys fishing, hunting and assisting various charitable organizations.
Anciens postes connus de Pat J. Smarjesse
Sociétés | Poste | Fin |
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Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
David Vaughan Investments LLC
David Vaughan Investments LLC Investment ManagersFinance David Vaughan Investments, Inc. (DVI) is a registered investment advisor headquartered in Peoria, Illinois. The firm was founded by David J. Vaughan in 1977 and they are a subsidiary of Hometown Community Bancorp, Inc. DVI provides investment advisory services to high-net worth individuals, trusts, estates, charitable organizations, public & private foundations, qualified plans, corporations, and other business entities. | Gestionnaire de Portefeuille-Actions | 30/09/2010 |
Formation de Pat J. Smarjesse
University of Wisconsin | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 2 |
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David Vaughan Investments LLC
David Vaughan Investments LLC Investment ManagersFinance David Vaughan Investments, Inc. (DVI) is a registered investment advisor headquartered in Peoria, Illinois. The firm was founded by David J. Vaughan in 1977 and they are a subsidiary of Hometown Community Bancorp, Inc. DVI provides investment advisory services to high-net worth individuals, trusts, estates, charitable organizations, public & private foundations, qualified plans, corporations, and other business entities. | Finance |
Merrill Lynch & Co., Inc. | Finance |