Karriereverlauf von Laurie Lynn Mardis
Ehemalige bekannte Positionen von Laurie Lynn Mardis
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
BTC Capital Management, Inc.
BTC Capital Management, Inc. Investment ManagersFinance BTC Capital Management, Inc. (BTC Capital) is a registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 2003 and is owned by BTC Financial Corp. BTC Capital provides discretionary investment management services, non-discretionary investment management services, and advisory/consulting services to their clients both directly and as a sub-advisor on behalf of other entities. Their clients include individuals, trusts, retirement plans, businesses, government entities, foundations, endowments, investment companies, private funds and other institutional clients. | Portfolio Manager-Fixed Income | 01.12.2015 | 01.02.2019 |
WB Capital Management, Inc.
WB Capital Management, Inc. Investment ManagersFinance WB Capital Management, Inc. provides portfolio management services to individual investors, municipalities, government agencies, retirement plans, corporations, foundations and endowments. The company was founded on October 1, 2003 and is headquartered in West Des Moines, IA. | Portfolio Manager-Fixed Income | 01.01.2001 | 31.12.2009 |
WELLS FARGO & COMPANY | Corporate Officer/Principal | - | 31.12.2000 |
Miles Capital, Inc.
Miles Capital, Inc. Investment ManagersFinance Founded in 1982 by David Miles, Miles Capital, Inc. is a registered investment advisor located in West Des Moines, Iowa. The firm was formerly known as WB Capital Management. Miles Capital is a wholly-owned subsidiary of Miles Capital Holdings, Inc. Miles Capital provides investment management services to insurance companies, institutions, municipalities and government agencies, foundations and endowments, retirement plans and individual investors. | Head-Fixed Income Invts | - | - |
Ausbildung von Laurie Lynn Mardis
Drake University | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 6 |
Operativ
Portfolio Manager-Fixed Income | 2 |
Head-Fixed Income Invts | 1 |
Masters Business Admin | 1 |
Sektoral
Finance | 5 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
---|---|
WELLS FARGO & COMPANY | Finance |
Private Unternehmen | 3 |
---|---|
WB Capital Management, Inc.
WB Capital Management, Inc. Investment ManagersFinance WB Capital Management, Inc. provides portfolio management services to individual investors, municipalities, government agencies, retirement plans, corporations, foundations and endowments. The company was founded on October 1, 2003 and is headquartered in West Des Moines, IA. | Finance |
Miles Capital, Inc.
Miles Capital, Inc. Investment ManagersFinance Founded in 1982 by David Miles, Miles Capital, Inc. is a registered investment advisor located in West Des Moines, Iowa. The firm was formerly known as WB Capital Management. Miles Capital is a wholly-owned subsidiary of Miles Capital Holdings, Inc. Miles Capital provides investment management services to insurance companies, institutions, municipalities and government agencies, foundations and endowments, retirement plans and individual investors. | Finance |
BTC Capital Management, Inc.
BTC Capital Management, Inc. Investment ManagersFinance BTC Capital Management, Inc. (BTC Capital) is a registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 2003 and is owned by BTC Financial Corp. BTC Capital provides discretionary investment management services, non-discretionary investment management services, and advisory/consulting services to their clients both directly and as a sub-advisor on behalf of other entities. Their clients include individuals, trusts, retirement plans, businesses, government entities, foundations, endowments, investment companies, private funds and other institutional clients. | Finance |
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