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Historique de carrière de Lori D. Gillem
Anciens postes connus de Lori D. Gillem
Sociétés | Poste | Début | Fin |
---|---|---|---|
Walstad Investment Counsel, Inc.
![]() Walstad Investment Counsel, Inc. Investment ManagersFinance Walstad Investment Counsel, Inc. provides investment advice. The private company is based in Santa Barbara, CA. | Corporate Officer/Principal | 01/04/2005 | 01/04/2005 |
STW Fixed Income Management
![]() STW Fixed Income Management Investment ManagersFinance Founded in 1977, STW Fixed Income Management is a registered investment advisor and specialty bond manager located in Carpinteria, California. The firm manages portfolios of taxable and tax-exempt bonds for high net-worth individuals, wealthy families, insurance companies, nuclear decommissioning trusts and settlement trusts. | Corporate Officer/Principal | 01/01/1995 | 01/01/1995 |
West Coast Asset Management, Inc.
![]() West Coast Asset Management, Inc. Investment ManagersFinance Founded in 2000 by Paul Orfalea and Lance Helfert, West Coast Asset Management Inc. is a registered investment advisor located in Montecito, California. They manage the West Coast Opportunity Fund LLC. | Directeur des opérations | 01/04/2005 | - |
Formation de Lori D. Gillem
Montgomery College | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Corporate Officer/Principal | 2 |
Chief Operating Officer | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
---|---|
West Coast Asset Management, Inc.
![]() West Coast Asset Management, Inc. Investment ManagersFinance Founded in 2000 by Paul Orfalea and Lance Helfert, West Coast Asset Management Inc. is a registered investment advisor located in Montecito, California. They manage the West Coast Opportunity Fund LLC. | Finance |
Walstad Investment Counsel, Inc.
![]() Walstad Investment Counsel, Inc. Investment ManagersFinance Walstad Investment Counsel, Inc. provides investment advice. The private company is based in Santa Barbara, CA. | Finance |
STW Fixed Income Management
![]() STW Fixed Income Management Investment ManagersFinance Founded in 1977, STW Fixed Income Management is a registered investment advisor and specialty bond manager located in Carpinteria, California. The firm manages portfolios of taxable and tax-exempt bonds for high net-worth individuals, wealthy families, insurance companies, nuclear decommissioning trusts and settlement trusts. | Finance |
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