Historique de carrière de Jason W. Davis
Anciens postes connus de Jason W. Davis
Sociétés | Poste | Début | Fin |
---|---|---|---|
Strategic Wealth Management, Inc.
Strategic Wealth Management, Inc. Investment ManagersFinance Strategic Wealth Management, Inc. (SWM) is an investment advisory firm headquartered in Kirkland, Washington. The firm was founded in 1988 and became a subsidiary of Ulrich Investment Consultants in 2022. SWM provides investment advice to individual and institutional clients. | Analyst-Equity | 01/01/2006 | 31/03/2022 |
Directeur de la Recherche - Actions | 01/01/2006 | 31/03/2022 | |
Trading-Equity | 01/01/2006 | 31/03/2022 | |
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 31/05/2006 | 31/05/2006 |
Formation de Jason W. Davis
University of Washington | Masters Business Admin |
Seattle Pacific University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Analyst-Equity | 1 |
Director of Research - Equity | 1 |
Trading-Equity | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
---|---|
Strategic Wealth Management, Inc.
Strategic Wealth Management, Inc. Investment ManagersFinance Strategic Wealth Management, Inc. (SWM) is an investment advisory firm headquartered in Kirkland, Washington. The firm was founded in 1988 and became a subsidiary of Ulrich Investment Consultants in 2022. SWM provides investment advice to individual and institutional clients. | Finance |
Merrill Lynch & Co., Inc. | Finance |
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