Thomas J. Pancheri
Corporate Officer/Principal chez National Institute of Pension Administrators
Profil
Thomas J.
Pancheri is currently a Member at the CFA Institute, a Member at the Charlottesville Area Community Foundation, the President-San Diego Chapter at the National Institute of Pension Administrators, and a Member at the Western Pension & Benefits Conference.
Previously, he worked as a Director at Axos Financial, Inc. from 1999 to 2010.
He also held positions as a Director at Axos Bank, President at San Diego Pension Consultants, Inc., and Member at the CFA Society of San Francisco.
Postes actifs de Thomas J. Pancheri
| Sociétés | Poste | Début |
|---|---|---|
National Institute of Pension Administrators
 National Institute of Pension Administrators Miscellaneous Commercial ServicesCommercial Services The National Institute of Pension Administrators operates as a trade association. The private company is based in Chicago, IL. | Corporate Officer/Principal | 08/10/2009 |
| Western Pension & Benefits Conference | Corporate Officer/Principal | 08/10/2009 |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | 08/10/2009 |
| Charlottesville Area Community Foundation | Corporate Officer/Principal | 08/10/2009 |
Anciens postes connus de Thomas J. Pancheri
| Sociétés | Poste | Fin |
|---|---|---|
| AXOS FINANCIAL, INC. | Directeur/Membre du Conseil | 21/10/2010 |
Axos Bank
 Axos Bank Regional BanksFinance Axos Bank provides consumer and wholesale banking services through online. Its brands include Bank of Internet USA, UFB direct, bank X, netbank and apartment bank. It offers premier online banking and financial services including business banking, home loans, commercial and industrial lending. The company was founded by Jerry L. Englert and Gary Lewis Evans in 1999 and is headquartered in San Diego, CA. | Directeur/Membre du Conseil | 21/10/2010 |
CFA Society of San Francisco
 CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Wellness Community
 Wellness Community Miscellaneous Commercial ServicesCommercial Services Wellness Community was an outlet for those suffering cancer to receive appropriate support. The company was founded in 1982 and was headquartered in Washington, DC. | Directeur/Membre du Conseil | - |
San Diego Pension Consultants, Inc.
 San Diego Pension Consultants, Inc. Investment ManagersFinance San Diego Pension Consultants, Inc. provides retirement plan services. The firm offers plan optimization consulting, confirmation of employee eligibility and vesting, highly compensated employee and key employee determination and trust reconciliation services. The company is headquartered in San Diego, CA. | President | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| AXOS FINANCIAL, INC. | Finance |
| Entreprise privées | 8 |
|---|---|
San Diego Pension Consultants, Inc.
San Diego Pension Consultants, Inc. Investment ManagersFinance San Diego Pension Consultants, Inc. provides retirement plan services. The firm offers plan optimization consulting, confirmation of employee eligibility and vesting, highly compensated employee and key employee determination and trust reconciliation services. The company is headquartered in San Diego, CA. | Finance |
National Institute of Pension Administrators
National Institute of Pension Administrators Miscellaneous Commercial ServicesCommercial Services The National Institute of Pension Administrators operates as a trade association. The private company is based in Chicago, IL. | Commercial Services |
| Western Pension & Benefits Conference | |
Wellness Community
Wellness Community Miscellaneous Commercial ServicesCommercial Services Wellness Community was an outlet for those suffering cancer to receive appropriate support. The company was founded in 1982 and was headquartered in Washington, DC. | Commercial Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
| Charlottesville Area Community Foundation | |
CFA Society of San Francisco
CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA. | Commercial Services |
Axos Bank
Axos Bank Regional BanksFinance Axos Bank provides consumer and wholesale banking services through online. Its brands include Bank of Internet USA, UFB direct, bank X, netbank and apartment bank. It offers premier online banking and financial services including business banking, home loans, commercial and industrial lending. The company was founded by Jerry L. Englert and Gary Lewis Evans in 1999 and is headquartered in San Diego, CA. | Finance |
