Karriereverlauf von Tracy Hazard Allen
Ehemalige bekannte Positionen von Tracy Hazard Allen
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Parsec Financial Management, Inc.
 Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Portfolio Manager-Aktien | 01.01.2008 | 01.12.2019 |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Corporate Officer/Principal | 01.06.1999 | 01.06.1999 |
Ausbildung von Tracy Hazard Allen
| Southern Methodist University | Undergraduate Degree |
| University of Toledo (Ohio) | Graduate Degree |
Statistik
International
| Vereinigte Staaten | 5 |
Operativ
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
| Graduate Degree | 1 |
Sektoral
| Finance | 3 |
| Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Parsec Financial Management, Inc.
Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Finance |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Finance |
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