Profil
Carrie Ann Thompson worked as a Manager of Operations, Compliance & Trading at Steele Investment Counsel Ltd. and as a Registered Representative at Charles Schwab & Co., Inc. (Broker) from 1992 to 1995.
She received an undergraduate degree from Pepperdine University in 1991.
Anciens postes connus de Carrie Ann Thompson
| Sociétés | Poste | Fin |
|---|---|---|
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/01/1995 |
Steele Investment Counsel Ltd.
Steele Investment Counsel Ltd. Investment ManagersFinance SIC manages equity, balanced, and fixed-income portfolios. They carefully evaluate the financial objectives and risk tolerances of their clients to develop personalized asset allocations to meet their investment goals. The firm utilizes both fundamental and technical analysis as integral components of their research and the buy/sell decision-making process. | Trading-Equity | - |
Formation de Carrie Ann Thompson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Steele Investment Counsel Ltd.
Steele Investment Counsel Ltd. Investment ManagersFinance SIC manages equity, balanced, and fixed-income portfolios. They carefully evaluate the financial objectives and risk tolerances of their clients to develop personalized asset allocations to meet their investment goals. The firm utilizes both fundamental and technical analysis as integral components of their research and the buy/sell decision-making process. | Finance |
Pepperdine University
Pepperdine University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
















