Profil
Tamara B.
Wendoll is Chief Operating Officer of Dunham & Associates Investment Counsel, Inc. Prior to joining Dunham & Associates Investment Counsel, she was Senior Executive Vice President of Marketing and Operations at Kelmoore Investment Co. and Secretary and Treasurer to the Kelmoore Strategy Funds.
Previously, Ms. Wendoll was Vice President of Investment Advisory Services and Director of Asset Management for First Allied Securities and Josephthal & Co. She has 15 years of industry experience in operations, product development, and marketing.
Ms. Wendoll received a BA degree from the University of California, San Diego and an MBA from the Wharton School at the University of Pennsylvania.
Anciens postes connus de Tamara B. Wendoll
| Sociétés | Poste | Fin |
|---|---|---|
Kelmoore Investment Co., Inc.
 Kelmoore Investment Co., Inc. Investment ManagersFinance Kelmoore Investment Company, inc. is an asset management firm based in Palo Alto, California. The firm is an independently owned, licensed general securities broker/dealer, registered investment advisor and advisor to the Kelmoore family of mutual funds. | Corporate Officer/Principal | 30/09/2008 |
| Josephthal & Co (Broker) | Corporate Officer/Principal | 31/12/1999 |
First Allied Securities, Inc.
 First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Corporate Officer/Principal | 31/12/1999 |
Formation de Tamara B. Wendoll
| University of California San Diego | Undergraduate Degree |
| University of Pennsylvania | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Kelmoore Investment Co., Inc.
Kelmoore Investment Co., Inc. Investment ManagersFinance Kelmoore Investment Company, inc. is an asset management firm based in Palo Alto, California. The firm is an independently owned, licensed general securities broker/dealer, registered investment advisor and advisor to the Kelmoore family of mutual funds. | Finance |
| Josephthal & Co (Broker) | Finance |
First Allied Securities, Inc.
First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Finance |
