Profil
Pat James Swarz worked as a Chief Compliance Officer at Questar Capital Corp.
from 2006 to 2006 and at Plante Moran Financial Advisors LLC.
Mr. Swarz completed an undergraduate degree at Wayne State University (Michigan).
Anciens postes connus de Pat James Swarz
Sociétés | Poste | Fin |
---|---|---|
Questar Capital Corp.
Questar Capital Corp. Investment Banks/BrokersFinance Questar Capital Corp. provides investment products including stocks, bonds, mutual funds, annuities and insurance. It also offers business building programs, career development opportunities and the cutting edge technological tools to meet the challenges of changing market place. The company was founded in 1997 and is headquartered in Minneapolis, MN | Compliance Officer | 30/06/2006 |
Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Corporate Officer/Principal | - |
Formation de Pat James Swarz
Wayne State University (Michigan) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 2 |
---|---|
Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Finance |
Questar Capital Corp.
Questar Capital Corp. Investment Banks/BrokersFinance Questar Capital Corp. provides investment products including stocks, bonds, mutual funds, annuities and insurance. It also offers business building programs, career development opportunities and the cutting edge technological tools to meet the challenges of changing market place. The company was founded in 1997 and is headquartered in Minneapolis, MN | Finance |