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Patrick Briand
Analyst-Equity chez Argent Wealth Management LLC
Postes actifs de Patrick Briand
Sociétés | Poste | Début | Fin |
---|---|---|---|
Argent Wealth Management LLC
![]() Argent Wealth Management LLC Investment ManagersFinance Argent Wealth Management LLC (AWM) is a wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by David Duchesneau in 2006 and is a subsidiary of Argent Wealth Management, Inc. AWM provides discretionary or non-discretionary investment advisory services on a fee-only basis to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Analyst-Equity | 01/01/2023 | - |
Historique de carrière de Patrick Briand
Anciens postes connus de Patrick Briand
Sociétés | Poste | Début | Fin |
---|---|---|---|
Plimoth Trust Co. LLC
![]() Plimoth Trust Co. LLC Investment ManagersFinance Plimoth Trust Co. LLC, dba Plimouth Investment Advisors (PIA), is an investment adviser headquartered in Plymouth, Massachusetts. The firm is a subsidiary of Dedham Institutions for Savings, ultimately owned by 1831 Bancorp MHC. PIA provides portfolio management across several types of accounts for both private and institutional clients. | Analyst-Equity | 01/08/2020 | 01/12/2022 |
Trading-Equity | 01/08/2020 | 01/12/2022 |
Formation de Patrick Briand
Bentley University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Analyst-Equity | 2 |
Trading-Equity | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
---|---|
Plimoth Trust Co. LLC
![]() Plimoth Trust Co. LLC Investment ManagersFinance Plimoth Trust Co. LLC, dba Plimouth Investment Advisors (PIA), is an investment adviser headquartered in Plymouth, Massachusetts. The firm is a subsidiary of Dedham Institutions for Savings, ultimately owned by 1831 Bancorp MHC. PIA provides portfolio management across several types of accounts for both private and institutional clients. | Finance |
Argent Wealth Management LLC
![]() Argent Wealth Management LLC Investment ManagersFinance Argent Wealth Management LLC (AWM) is a wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by David Duchesneau in 2006 and is a subsidiary of Argent Wealth Management, Inc. AWM provides discretionary or non-discretionary investment advisory services on a fee-only basis to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
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