Patty E. Ouimet
Plus aucun poste en cours
Profil
Ms. Patty E.
Ouimet, CFA, is Senior Investment Advisor & Portfolio Analyst at Bell Rock Capital LLC.
Prior to joining Bell Rock Capital, Ms. Ouimet was a Director at Putnam Lovell NBF.
Prior to joining Putnam Lovell, Ms. Ouimet was an Assistant Portfolio Manager and Senior Financial Services analyst at John Hancock Funds.
Anciens postes connus de Patty E. Ouimet
| Sociétés | Poste | Fin |
|---|---|---|
Bell Rock Capital LLC
 Bell Rock Capital LLC Investment ManagersFinance Bell Rock Capital LLC (Bell Rock) is a SEC-registered investment advisor headquartered in Rehoboth Beach, Delaware. The firm was founded by Cassandra Toroian in 2006. They are a subsidiary of Bryn Mawr Capital Management LLC, which is owned by WSFS Financial Corp. (NASDAQ: WSFS). Bell Rock offers a variety of advisory services customized to the needs of individuals, high net worth individuals, retirement plans, trusts, estates, foundations, charitable organizations, and corporations. | Analyst-Equity | 01/11/2011 |
Putnam Lovell NBF Securities
 Putnam Lovell NBF Securities Investment Banks/BrokersFinance Founded by Donald Putnam and Jefffrey Lovell in 1987, Putnam Lovell NBF Securities is a broker/dealer headquartered in New York City with an additional office in Boston. The firm is a subsidiary of Jefferies & Co., Inc. and their ultimate parent is Jefferies Group, Inc. (NYSE: JEF). Putnam Lovell NBF Securities provides a full array of trading and execution services for their clients. Their clients include U.S. and foreign financial institutions, mutual fund companies, private investment firms, broker/dealers, insurance companies, e-Finance companies and banks. | Analyst-Equity | 30/01/2003 |
John Hancock Funds, Inc.
 John Hancock Funds, Inc. Investment Banks/BrokersFinance Part of Manulife Financial Corp., John Hancock Funds, Inc. provides investment services. The company is based in Lansdowne, PA. Andrew Grant Arnott has been the CEO of the company since 2012. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Putnam Lovell NBF Securities
Putnam Lovell NBF Securities Investment Banks/BrokersFinance Founded by Donald Putnam and Jefffrey Lovell in 1987, Putnam Lovell NBF Securities is a broker/dealer headquartered in New York City with an additional office in Boston. The firm is a subsidiary of Jefferies & Co., Inc. and their ultimate parent is Jefferies Group, Inc. (NYSE: JEF). Putnam Lovell NBF Securities provides a full array of trading and execution services for their clients. Their clients include U.S. and foreign financial institutions, mutual fund companies, private investment firms, broker/dealers, insurance companies, e-Finance companies and banks. | Finance |
Bell Rock Capital LLC
Bell Rock Capital LLC Investment ManagersFinance Bell Rock Capital LLC (Bell Rock) is a SEC-registered investment advisor headquartered in Rehoboth Beach, Delaware. The firm was founded by Cassandra Toroian in 2006. They are a subsidiary of Bryn Mawr Capital Management LLC, which is owned by WSFS Financial Corp. (NASDAQ: WSFS). Bell Rock offers a variety of advisory services customized to the needs of individuals, high net worth individuals, retirement plans, trusts, estates, foundations, charitable organizations, and corporations. | Finance |
John Hancock Funds, Inc.
John Hancock Funds, Inc. Investment Banks/BrokersFinance Part of Manulife Financial Corp., John Hancock Funds, Inc. provides investment services. The company is based in Lansdowne, PA. Andrew Grant Arnott has been the CEO of the company since 2012. | Finance |
