Jennifer K. Oswalt
Keine laufenden Positionen mehr
Profil
Ms. Jennifer K.
Oswalt, CPA, is a Managing Director at United Capital Financial.
since November 2011.
She previously worked as Research Associate at Sovereign Wealth Management, Inc, before the firm was acquired by United Capital Financial Advisers LLC.
Prior to joining Sovereign Wealth Management, Ms. Oswalt was employed with Ernst & Young as an Audit Manager in the Memphis office.
Ms. Oswalt received her undergraduate and graduate degrees in Accounting from the University of Tennessee.
She is a Certified Public Accountant.
Ehemalige bekannte Positionen von Jennifer K. Oswalt
Unternehmen | Position | Ende |
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United Capital Financial Advisers LLC
United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Portfolio Manager-Aktien | 30.06.2012 |
Sovereign Wealth Management, Inc.
Sovereign Wealth Management, Inc. Investment ManagersFinance Founded by B. Lane Carrick in 1998, Sovereign Wealth Management, Inc. is a privately held, comprehensive wealth management company headquartered in Memphis, Tennessee with additional offices in Nashville, Tennessee and Denver, Colorado | Corporate Officer/Principal | 14.11.2010 |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Comptroller/Controller/Auditor | - |
Ausbildung von Jennifer K. Oswalt
University of Tennessee | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
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Sovereign Wealth Management, Inc.
Sovereign Wealth Management, Inc. Investment ManagersFinance Founded by B. Lane Carrick in 1998, Sovereign Wealth Management, Inc. is a privately held, comprehensive wealth management company headquartered in Memphis, Tennessee with additional offices in Nashville, Tennessee and Denver, Colorado | Finance |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial Services |
United Capital Financial Advisers LLC
United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Finance |