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Profil
Mr. Roy D.
St. Pierre is a Portfolio Manager at Financial Architects, Inc.
Mr. St. Pierre joined Financial Architects in February 2007.
Prior to joining Financial Architects, he worked for Merrill Lynch in the Retirement Planning Group.
He was also with Charles Schwab & Co. for 4 years as an Investment Advisor and Regional Financial Planner.
Mr. St. Pierre graduated from Rutgers University with a Bachelor of Arts in Economics and a minor in Business Administration.
He holds the ChFC, CLU, REBC, RHU, and CRPC designations.
Anciens postes connus de Roy Dean St. Pierre
| Sociétés | Poste | Fin |
|---|---|---|
Financial Architects, Inc.
 Financial Architects, Inc. Investment ManagersFinance MCG combines investment objectives that match client's level of risk tolerance with a personalized asset allocation strategy. A client’s portfolio may include any of the following: mutual funds, ETFs, stocks, and bonds. | Gestionnaire de Portefeuille-Actions | 10/11/2014 |
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | 31/01/2007 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Corporate Officer/Principal | - |
Formation de Roy Dean St. Pierre
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Finance |
Financial Architects, Inc.
Financial Architects, Inc. Investment ManagersFinance MCG combines investment objectives that match client's level of risk tolerance with a personalized asset allocation strategy. A client’s portfolio may include any of the following: mutual funds, ETFs, stocks, and bonds. | Finance |
Rutgers State University of New Jersey
 Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
