Profil
Ms. Francis began her securities industry career in 1969 at a start-up investment advisor in Chicago.
In 1973 she joined Bear Stearns as an Institutional Equities Sales Trader and obtained her Series 7 license during this same year.
In 1977 she transferred to Bear Stearns' San Francisco office.
Anciens postes connus de Connie J. Francis
| Sociétés | Poste | Fin |
|---|---|---|
McCullough & Associates LLC
 McCullough & Associates LLC Investment ManagersFinance Founded in 1974, McCullough & Associates LLC is a registered investment advisor located in Mill Valley, California. The firm manages portfolios for high net-worth individuals, pension and profit sharing plans and charitable organizations. | Trading-Equity | 30/11/2008 |
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Trading-Equity | 31/12/1977 |
Capital Asset Management, Inc.
 Capital Asset Management, Inc. Investment ManagersFinance Capital Asset Management, Inc. provides investment advice. Its services include investment advisory services, financial planning and family office. The company was founded by C. Todd Fry and is headquartered in Columbus, OH. | Corporate Officer/Principal | - |
Formation de Connie J. Francis
| Augsburg College | Undergraduate Degree |
| San Francisco State University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
McCullough & Associates LLC
McCullough & Associates LLC Investment ManagersFinance Founded in 1974, McCullough & Associates LLC is a registered investment advisor located in Mill Valley, California. The firm manages portfolios for high net-worth individuals, pension and profit sharing plans and charitable organizations. | Finance |
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
Capital Asset Management, Inc.
Capital Asset Management, Inc. Investment ManagersFinance Capital Asset Management, Inc. provides investment advice. Its services include investment advisory services, financial planning and family office. The company was founded by C. Todd Fry and is headquartered in Columbus, OH. | Finance |
