![Dan Sholian](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Dan Sholian is Senior Consultant at Deschutes Investment Advisors, Inc. He has been a registered representative since 1982.
He joined the firm in March 1997.
Prior to joining Deschutes Investment Advisor, Mr. Sholian joined Dain Rauscher in 1993 to focus on consulting for high net-worth individuals and in 1997 left with Bryn to work at Deschutes Portfolio Strategies, Inc., a registered investment advisory and consulting firm.
Prior to Dain Rauscher, he was with Ragen Mackenzie, Seattle, and Shearson Lehman, Seattle.
Mr. Sholian received his BS in Finance from the University of Oregon.
He lives in Lake Oswego, Oregon with his wife and their two daughters.
Ehemalige bekannte Positionen von Dan Sholian
| Unternehmen | Position | Ende |
|---|---|---|
Dain Rauscher, Inc.
 Dain Rauscher, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | 28.02.1997 |
Ragen MacKenzie Group, Inc.
 Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31.12.1992 |
Shearson Lehman Bros., Inc.
 Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Provides Security Broker services | Corporate Officer/Principal | - |
Deschutes Investment Advisors, Inc.
 Deschutes Investment Advisors, Inc. Investment ManagersFinance Deschutes Investment Advisors (DIA) believes that superior investment returns are best created by long-term participation in the global capital markets. The firm offers their clients customized portfolios that deliver reliable, low-cost, tax-efficient investment returns. They invest client assets mainly in low-fee, institutional class, no-load, open-end mutual funds. DIA's objective is to combine multiple mutual funds from different management companies in order to build a diversified portfolio which matches the client's risk parameters. The firm also uses other types of investments including: individual equity securities (exchange-listed, OTC and foreign), ETFs, closed-end funds, warrants/options, individual corporate bonds, CDs, municipal bonds, annuities, US government securities and investment partnerships. | Berater | - |
Ausbildung von Dan Sholian
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
6
Beziehungen ersten Grades
5
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Shearson Lehman Bros., Inc.
Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Provides Security Broker services | Finance |
Ragen MacKenzie Group, Inc.
Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Oregon
 University of Oregon Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Dain Rauscher, Inc.
Dain Rauscher, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Deschutes Investment Advisors, Inc.
Deschutes Investment Advisors, Inc. Investment ManagersFinance Deschutes Investment Advisors (DIA) believes that superior investment returns are best created by long-term participation in the global capital markets. The firm offers their clients customized portfolios that deliver reliable, low-cost, tax-efficient investment returns. They invest client assets mainly in low-fee, institutional class, no-load, open-end mutual funds. DIA's objective is to combine multiple mutual funds from different management companies in order to build a diversified portfolio which matches the client's risk parameters. The firm also uses other types of investments including: individual equity securities (exchange-listed, OTC and foreign), ETFs, closed-end funds, warrants/options, individual corporate bonds, CDs, municipal bonds, annuities, US government securities and investment partnerships. | Finance |
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