Profil
Ms. Anne O’Hara is a Fixed Income Analyst at Oakwood Capital Management LLC (California).
She joined Oakwood Capital Management in 2018.
As the Fixed Income Portfolio Analyst to the Fixed Income Department, her daily responsibilities include securities set-up, trade processing, trade follow-up, asset allocations, computer support, account monitoring, marketing support, new business proposals and maintaining departmental credit files.
She received her undergraduate degree from the University of California, Santa Barbara.
Anciens postes connus de Anne O’Hara
| Sociétés | Poste | Fin |
|---|---|---|
Oakwood Capital Management LLC (California)
 Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood Capital Management LLC (Oakwood) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1998 and is a subsidiary of Wealth Enhancement Group LLC, which is owned by WEG Holdings LLC. Oakwood provides discretionary investment management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, banks, corporations, IRA accounts, 401(k) plans, pension and profit-sharing plans, foundations, endowments, municipalities, and trusts. | Analyst-Fixed Income | 08/07/2021 |
Formation de Anne O’Hara
| University of California, Santa Barbara | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Oakwood Capital Management LLC (California)
Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood Capital Management LLC (Oakwood) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1998 and is a subsidiary of Wealth Enhancement Group LLC, which is owned by WEG Holdings LLC. Oakwood provides discretionary investment management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, banks, corporations, IRA accounts, 401(k) plans, pension and profit-sharing plans, foundations, endowments, municipalities, and trusts. | Finance |
