Paul Wendee
Plus aucun poste en cours
Profil
Before joining Check Capital, Mr. Wendee founded and was chief executive officer of two boutique investment banks as well as a management consulting firm.
He was also portfolio manager for Harris Trust Bank of Arizona.
Mr. Wendee is both a Certified Financial Planner and a Certified Business Intermediary.
He earned his BS in Economics and Administrative Studies (Distinguished Military Graduate) and his MBA from the University of California, Riverside.
Awarded an R.O.T.C.
Scholarship, he served as an officer in the United States Army.
Anciens postes connus de Paul Wendee
| Sociétés | Poste | Fin |
|---|---|---|
Check Capital Management, Inc.
 Check Capital Management, Inc. Investment ManagersFinance Check Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Costa Mesa, California. The firm was founded by Steven G. Check in 1987 as Check & Associates Capital Management. CCM manages accounts for individuals, high-net-worth clients, retirement plans and corporate clients, among others. In addition, the firm serves as an investment manager to the Blue Chip Investor Fund. | Sales & Marketing | 01/01/2011 |
Formation de Paul Wendee
| University of California, Berkeley | Masters Business Admin |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Check Capital Management, Inc.
Check Capital Management, Inc. Investment ManagersFinance Check Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Costa Mesa, California. The firm was founded by Steven G. Check in 1987 as Check & Associates Capital Management. CCM manages accounts for individuals, high-net-worth clients, retirement plans and corporate clients, among others. In addition, the firm serves as an investment manager to the Blue Chip Investor Fund. | Finance |
