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David Wesley Poole
Portfolio Manager-Aktien bei Optimum Investment Advisors LLC
Aktive Positionen von David Wesley Poole
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Optimum Investment Advisors LLC
![]() Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Portfolio Manager-Aktien | 01.01.1999 | - |
Karriereverlauf von David Wesley Poole
Ehemalige bekannte Positionen von David Wesley Poole
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Appleton House Advisors
![]() Appleton House Advisors Investment ManagersFinance Appleton House Advisors provides investment advice. The private company is based in West Chicago, IL. | Corporate Officer/Principal | - | - |
Sears Investment Management Co. | Analyst-Equity | - | 31.12.1998 |
Portfolio Manager-Aktien | - | 31.12.1998 |
Ausbildung von David Wesley Poole
Michigan State University | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Masters Business Admin | 1 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
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Optimum Investment Advisors LLC
![]() Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Finance |
Sears Investment Management Co. | Finance |
Appleton House Advisors
![]() Appleton House Advisors Investment ManagersFinance Appleton House Advisors provides investment advice. The private company is based in West Chicago, IL. | Finance |
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