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Historique de carrière de Robert Verne Bolen
Anciens postes connus de Robert Verne Bolen
Sociétés | Poste | Début | Fin |
---|---|---|---|
Bolen Asset Management, Inc.
![]() Bolen Asset Management, Inc. Investment ManagersFinance Envision Wealth Planning is a registered investment advisor located in Brentwood, Tennessee. They were formerly known as Bolen Dodson & Associates. The firm was founded in August 2005 as the result of a merger between Bolen Asset Management and Lori A. Dodson & Associates. Envision Wealth Planning serves primarily individuals and high net-worth individuals, as well as corporate pension and profit-sharing plans, trusts, charitable institutions and foundations. | Directeur en chef des Investissements | 01/08/2006 | 25/07/2017 |
Fondateur | 01/08/2006 | 25/07/2017 | |
Gestionnaire de Portefeuille-Actions | 01/08/2006 | 25/07/2017 | |
President | 01/08/2006 | 25/07/2017 | |
J. C. Bradford & Co., Inc. | Corporate Officer/Principal | 01/01/2000 | 01/01/2000 |
Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | 01/01/2002 | - |
Equitable Securities Corp. | Corporate Officer/Principal | - | - |
The Prudential Insurance Company of America, Inc.
![]() The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ. | Corporate Officer/Principal | 01/01/1986 | - |
Formation de Robert Verne Bolen
Indiana University | Masters Business Admin |
University of Western Kentucky | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 8 |
Opérationnelle
Corporate Officer/Principal | 4 |
Chief Investment Officer | 1 |
Founder | 1 |
Sectorielle
Finance | 6 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 5 |
---|---|
Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Equitable Securities Corp. | Finance |
J. C. Bradford & Co., Inc. | Finance |
Bolen Asset Management, Inc.
![]() Bolen Asset Management, Inc. Investment ManagersFinance Envision Wealth Planning is a registered investment advisor located in Brentwood, Tennessee. They were formerly known as Bolen Dodson & Associates. The firm was founded in August 2005 as the result of a merger between Bolen Asset Management and Lori A. Dodson & Associates. Envision Wealth Planning serves primarily individuals and high net-worth individuals, as well as corporate pension and profit-sharing plans, trusts, charitable institutions and foundations. | Finance |
The Prudential Insurance Company of America, Inc.
![]() The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ. | Finance |
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