Lisa Tyler Snider
Gründer bei West Oak Capital LLC
Profil
Ms. Lisa T.
Snider is Partner at West Oak Capital LLC.
She also serves as Head of Office Administration for the firm.
She designs and produces our marketing literature, oversees technical systems, as well as taking care of the payroll, benefits and finance activities of the company.
She has over 25 years experience in marketing, administration and graphic design.
Prior to forming West Oak Capital in 2003, Ms. Snider served as Marketing Coordinator for Dimensional Fund Advisors, Technical Administrator for Professional Healthcare Systems and Administrator for Barclays Bank.
She earned her bachelor’s degree at UCLA, where she majored in Sociology.
Aktive Positionen von Lisa Tyler Snider
Unternehmen | Position | Beginn |
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West Oak Capital LLC
West Oak Capital LLC Investment ManagersFinance West Oak Capital LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Eagle, Idaho. The firm was founded as Live Oak Capital LLC by Byron Snider and Lisa Snider in 2003. West Oak Capital provides investment management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, retirement accounts, corporations and other business entities. Their primary focus is serving affluent families, retirement plans and charitable foundations. | Gründer | 01.01.2003 |
Ehemalige bekannte Positionen von Lisa Tyler Snider
Unternehmen | Position | Ende |
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Dimensional Fund Advisors LP
Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Vertrieb & Marketing | 31.12.1994 |
Professional Healthcare Systems
Professional Healthcare Systems Internet Software/ServicesTechnology Services Part of Nippon Telegraph & Telephone Corp., Professional Healthcare Systems provides information systems to hospitals. Professional Healthcare Systems was acquired by NTT DATA, Inc., a subsidiary of Nippon Telegraph & Telephone Corp. from American Medical Holdings, Inc. on July 20, 1992. | Corporate Officer/Principal | 31.12.1994 |
Barclays Global Asset Management | Corporate Officer/Principal | 31.12.1984 |
Ausbildung von Lisa Tyler Snider
University of California, Los Angeles | 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 | 4 |
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Dimensional Fund Advisors LP
Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Finance |
Barclays Global Asset Management | Finance |
West Oak Capital LLC
West Oak Capital LLC Investment ManagersFinance West Oak Capital LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Eagle, Idaho. The firm was founded as Live Oak Capital LLC by Byron Snider and Lisa Snider in 2003. West Oak Capital provides investment management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, retirement accounts, corporations and other business entities. Their primary focus is serving affluent families, retirement plans and charitable foundations. | Finance |
Professional Healthcare Systems
Professional Healthcare Systems Internet Software/ServicesTechnology Services Part of Nippon Telegraph & Telephone Corp., Professional Healthcare Systems provides information systems to hospitals. Professional Healthcare Systems was acquired by NTT DATA, Inc., a subsidiary of Nippon Telegraph & Telephone Corp. from American Medical Holdings, Inc. on July 20, 1992. | Technology Services |