Dan List
Compliance Officer bei Matson Money, Inc.
Aktive Positionen von Dan List
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Matson Money, Inc.
 Matson Money, Inc. Investment ManagersFinance Matson Money, Inc. is an independent, SEC-registered investment advisor headquartered in Mason, Ohio. The firm was founded by Mark Matson in 1991 and were formerly known as Matrix Asset Allocation, Inc. and Abundance Technologies, Inc. Matson Money provides asset allocation investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing accounts, corporations and other business entities such as non-profit entities. They also manage six series of a no-load, open-ended investment company. | Analyst-Equity | 01.08.1994 | - |
| Compliance Officer | 01.08.1994 | - | |
| Portfolio Manager-Fixed Income | 01.08.1994 | - | |
| Portfolio Manager-Aktien | 01.08.1994 | - |
Karriereverlauf von Dan List
Ausbildung von Dan List
| Eastern Michigan University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 3 |
Operativ
| Analyst-Equity | 1 |
| Compliance Officer | 1 |
| Portfolio Manager-Equities | 1 |
Sektoral
| Finance | 2 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Matson Money, Inc.
Matson Money, Inc. Investment ManagersFinance Matson Money, Inc. is an independent, SEC-registered investment advisor headquartered in Mason, Ohio. The firm was founded by Mark Matson in 1991 and were formerly known as Matrix Asset Allocation, Inc. and Abundance Technologies, Inc. Matson Money provides asset allocation investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing accounts, corporations and other business entities such as non-profit entities. They also manage six series of a no-load, open-ended investment company. | Finance |
