David C. Seiglie
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Profil
Mr. David C.
Seiglie is Chief Compliance Officer & Operations Manager at Investor Solutions, Inc. He joined the firm in 2006.
As Operations Manager, David manages and ensures the accuracy of all aspects related to client services including new accounts, account transfers, income distribution, trading, cost basis, and performance reporting.
He is also responsible for developing and maintaining strict controls to ensure that clients receive accurate and timely information.
He has 20 years of experience in banking.
His experience includes working directly with regulatory examiners and internal/external auditors as well as developing and implementing disaster recovery plans and operational procedures.
Mr. Seiglie holds a Bachelor degree in Business Administration from St. Thomas University in Florida.
Ehemalige bekannte Positionen von David C. Seiglie
| Unternehmen | Position | Ende |
|---|---|---|
Sabadell United Bank, NA
 Sabadell United Bank, NA Regional BanksFinance Sabadell United Bank, NA provides banking services. It offers investment & wealth management, estate planning, private banking & financial services to institutions, corporations and individuals. The firm's services include loans, commercial real estate financing, deposit accounts, Internet & telephone banking, issuer, clearing, and treasury services. It has offices in Fort Lauderdale, Plantation, Aventura, Biscayne Tower, Boca Raton, and West Palm Beach. The company was founded in 1978 and is headquartered in Miami, FL. | Corporate Officer/Principal | 31.12.2006 |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Corporate Officer/Principal | 31.12.2004 |
Eastern National Bank (Florida)
 Eastern National Bank (Florida) Major BanksFinance Eastern National Bank operates as a nationally chartered commercial bank. Its services include bill payment, check order, money program, online banking, remote deposit, safe deposit boxes, and wire transfers. The company is headquartered in Miami, FL. | Corporate Officer/Principal | 31.12.1990 |
Boy Scouts of America
 Boy Scouts of America Miscellaneous Commercial ServicesCommercial Services The Boy Scouts of America provides a program for young people that builds character, trains in the responsibilities of participating citizenship, and develops personal fitness. The company was founded in 1910 and is headquartered in Irving, TX. | Corporate Officer/Principal | - |
Managed Account Services, Inc.
 Managed Account Services, Inc. Investment ManagersFinance Managed Account Services, Inc. (dba Investor Solutions) is an independent registered investment advisor headquartered in Miami, Florida. The firm was founded by Frank Armstrong in 1993. Investor Solutions offers a variety of advisory services to individuals, family limited partnerships, pension and profit-sharing plans, charitable organizations and foreign government agencies. | Compliance Officer | - |
Ausbildung von David C. Seiglie
| St. Thomas University (Florida) | 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 | 5 |
|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Finance |
Managed Account Services, Inc.
Managed Account Services, Inc. Investment ManagersFinance Managed Account Services, Inc. (dba Investor Solutions) is an independent registered investment advisor headquartered in Miami, Florida. The firm was founded by Frank Armstrong in 1993. Investor Solutions offers a variety of advisory services to individuals, family limited partnerships, pension and profit-sharing plans, charitable organizations and foreign government agencies. | Finance |
Boy Scouts of America
Boy Scouts of America Miscellaneous Commercial ServicesCommercial Services The Boy Scouts of America provides a program for young people that builds character, trains in the responsibilities of participating citizenship, and develops personal fitness. The company was founded in 1910 and is headquartered in Irving, TX. | Commercial Services |
Sabadell United Bank, NA
Sabadell United Bank, NA Regional BanksFinance Sabadell United Bank, NA provides banking services. It offers investment & wealth management, estate planning, private banking & financial services to institutions, corporations and individuals. The firm's services include loans, commercial real estate financing, deposit accounts, Internet & telephone banking, issuer, clearing, and treasury services. It has offices in Fort Lauderdale, Plantation, Aventura, Biscayne Tower, Boca Raton, and West Palm Beach. The company was founded in 1978 and is headquartered in Miami, FL. | Finance |
Eastern National Bank (Florida)
Eastern National Bank (Florida) Major BanksFinance Eastern National Bank operates as a nationally chartered commercial bank. Its services include bill payment, check order, money program, online banking, remote deposit, safe deposit boxes, and wire transfers. The company is headquartered in Miami, FL. | Finance |
