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Historique de carrière de Dave Albaneze
Anciens postes connus de Dave Albaneze
Sociétés | Poste | Début | Fin |
---|---|---|---|
BDO Wealth Advisors LLC
![]() BDO Wealth Advisors LLC Investment ManagersFinance BDO Wealth Advisors LLC (BDOWA) is a SEC-registered investment adviser and wealth management firm headquartered in Jacksonville, Florida. The firm is a subsidiary of BDO USA LLP, which is ultimately held by BDO LLP. BDOWA provides investment advisory services to individuals (other than high-net worth individuals); high-net worth individuals; family offices; pension and profit-sharing plans; charitable organizations; and corporations or other businesses. | Directeur en chef des Investissements | 01/04/2017 | 01/05/2022 |
Compliance Officer | 01/04/2017 | - | |
President | 01/04/2017 | 01/05/2022 | |
Responsable de la banque privée | 01/04/2017 | 01/05/2022 | |
LBA Wealth Management LLC
![]() LBA Wealth Management LLC Investment ManagersFinance LBA Wealth Management LLC provides investment advice. The company is based in Jacksonville, FL. The company was founded in 1999 by David Thomas Albaneze. | Directeur en chef des Investissements | 01/01/1999 | 01/04/2017 |
Compliance Officer | 01/01/1999 | 01/04/2017 | |
Fondateur | 01/01/1999 | 01/04/2017 | |
Gestionnaire de Portefeuille-Actions | 01/01/1999 | 01/04/2017 | |
Portfolio Manager-Fixed Income | 01/01/1999 | 01/04/2017 | |
Stratège de marché | 01/01/1999 | 01/04/2017 | |
St. Johns Investment Management Co.
![]() St. Johns Investment Management Co. Investment ManagersFinance Founded in 1984, St. Johns Investment Management Co. is a registered investment advisor located in Jacksonville, Florida. The firm is a subsidiary of Compass Bancshares, Inc. (NASDAQ: CBSS). St. Johns provides comprehensive wealth management services and stewardship of financial resources for high net-worth individuals, families, non-profit organizations, trusts, 401k plans, retirement and pension plans, endowments, corporations and foundations throughout the US. | Directeur en chef des Investissements | 01/01/1992 | 16/08/2008 |
Gestionnaire de Portefeuille-Actions | 01/01/1992 | 16/08/2008 | |
Portfolio Manager-Fixed Income | 01/01/1992 | 16/08/2008 | |
President | 01/01/1992 | 16/08/2008 | |
US Air Force | Corporate Officer/Principal | 31/12/1972 | 31/12/1972 |
Commonwealth Capital Management LLC
![]() Commonwealth Capital Management LLC Investment ManagersFinance Commonwealth Capital Management LLC is a registered investment advisor located in Richmond, Virginia. | Corporate Officer/Principal | - | - |
Formation de Dave Albaneze
University of Massachusetts | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 7 |
Opérationnelle
Chief Investment Officer | 3 |
Portfolio Manager-Equities | 2 |
Portfolio Manager-Fixed Income | 2 |
Sectorielle
Finance | 5 |
Consumer Services | 2 |
Government | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 5 |
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St. Johns Investment Management Co.
![]() St. Johns Investment Management Co. Investment ManagersFinance Founded in 1984, St. Johns Investment Management Co. is a registered investment advisor located in Jacksonville, Florida. The firm is a subsidiary of Compass Bancshares, Inc. (NASDAQ: CBSS). St. Johns provides comprehensive wealth management services and stewardship of financial resources for high net-worth individuals, families, non-profit organizations, trusts, 401k plans, retirement and pension plans, endowments, corporations and foundations throughout the US. | Finance |
Commonwealth Capital Management LLC
![]() Commonwealth Capital Management LLC Investment ManagersFinance Commonwealth Capital Management LLC is a registered investment advisor located in Richmond, Virginia. | Finance |
LBA Wealth Management LLC
![]() LBA Wealth Management LLC Investment ManagersFinance LBA Wealth Management LLC provides investment advice. The company is based in Jacksonville, FL. The company was founded in 1999 by David Thomas Albaneze. | Finance |
US Air Force | Government |
BDO Wealth Advisors LLC
![]() BDO Wealth Advisors LLC Investment ManagersFinance BDO Wealth Advisors LLC (BDOWA) is a SEC-registered investment adviser and wealth management firm headquartered in Jacksonville, Florida. The firm is a subsidiary of BDO USA LLP, which is ultimately held by BDO LLP. BDOWA provides investment advisory services to individuals (other than high-net worth individuals); high-net worth individuals; family offices; pension and profit-sharing plans; charitable organizations; and corporations or other businesses. | Finance |
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