Bill McCollum
Compliance Officer bei Eagle Financial Management Services LLC
Profil
Mr. William L.
McCollum is a Portfolio Manager at Eagle Financial Management Services LLC.
He has 28 years of financial services experience, including over 22 years in the investment industry.
He joined Eagle Financial in 2007 after five years with Morgan Stanley.
Mr. McCollum has an MS-Finance degree from the University of Houston-Clear Lake and a BBA-Finance degree from Baylor University.
Aktive Positionen von Bill McCollum
Unternehmen | Position | Beginn |
---|---|---|
Eagle Financial Management Services LLC
Eagle Financial Management Services LLC Investment ManagersFinance Eagle Financial Management Services LLC (Eagle Financial) is a registered investment advisor headquartered in Shreveport, Louisiana. The firm was founded by Jack Ditt, Jr. in 2006 and is a subsidiary of Wealthcare Capital Management LLC. Eagle Financial provides continuous, fee-only investment advisory services to individuals, businesses, pension and profit-sharing plans, trusts, estates and charitable organizations. | Compliance Officer | 01.01.2007 |
Ehemalige bekannte Positionen von Bill McCollum
Unternehmen | Position | Ende |
---|---|---|
MORGAN STANLEY | Corporate Officer/Principal | 31.12.2006 |
Ausbildung von Bill McCollum
Baylor University | Undergraduate Degree |
University of Houston-Clear Lake | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
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MORGAN STANLEY | Finance |
Private Unternehmen | 1 |
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Eagle Financial Management Services LLC
Eagle Financial Management Services LLC Investment ManagersFinance Eagle Financial Management Services LLC (Eagle Financial) is a registered investment advisor headquartered in Shreveport, Louisiana. The firm was founded by Jack Ditt, Jr. in 2006 and is a subsidiary of Wealthcare Capital Management LLC. Eagle Financial provides continuous, fee-only investment advisory services to individuals, businesses, pension and profit-sharing plans, trusts, estates and charitable organizations. | Finance |