Joe Brooks
Analyst-Festverzinsliche Wertpapiere bei Ferguson Wellman Capital Management, Inc.
Profil
Mr. Joe O.
Brooks is a Vice President of Tax-Exempt Trading & Portfolio Management at Ferguson Wellman Capital Management, Inc. He also is a trader and handles the taxable fixed income trading, analyzes non-taxable accounts and serves on the firm’s institutional services committee.
He came to Ferguson Wellman from Washington Mutual Bank, where he served as a senior bank teller.
Mr. Brooks graduated from Portland State University in 2006 with a B.S.
in Business Management.
Aktive Positionen von Joe Brooks
Unternehmen | Position | Beginn |
---|---|---|
Ferguson Wellman Capital Management, Inc.
Ferguson Wellman Capital Management, Inc. Investment ManagersFinance Ferguson Wellman Capital Management, Inc. (FWCM) is a wealth management firm and SEC-registered investment advisor headquartered in Portland, Oregon. Founded in 1975, FWCM provides advisory services to high-net worth individuals, trusts, estates and charitable organizations, corporations or other business entities, Taft-Hartley plans, foundations, and endowments. | Analyst-Festverzinsliche Wertpapiere | 01.07.2006 |
Ehemalige bekannte Positionen von Joe Brooks
Unternehmen | Position | Ende |
---|---|---|
Washington Mutual Bank
Washington Mutual Bank Savings BanksFinance Washington Mutual Bank FA provides saving and banking services. It also offers home loans, commercial banking, retail banking & financial and card services. The company was founded in 1889 and is headquartered in Seattle, WA | Corporate Officer/Principal | - |
Ausbildung von Joe Brooks
Portland State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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Ferguson Wellman Capital Management, Inc.
Ferguson Wellman Capital Management, Inc. Investment ManagersFinance Ferguson Wellman Capital Management, Inc. (FWCM) is a wealth management firm and SEC-registered investment advisor headquartered in Portland, Oregon. Founded in 1975, FWCM provides advisory services to high-net worth individuals, trusts, estates and charitable organizations, corporations or other business entities, Taft-Hartley plans, foundations, and endowments. | Finance |
Washington Mutual Bank
Washington Mutual Bank Savings BanksFinance Washington Mutual Bank FA provides saving and banking services. It also offers home loans, commercial banking, retail banking & financial and card services. The company was founded in 1889 and is headquartered in Seattle, WA | Finance |