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Blaine David O'Kelley
Geen lopende functies
Profiel
Mr. O'Kelley joined Prime Advisors in 2007 with several years experience in various positions within Seattle-Northwest Securities Corporation, including serving as its Chief Administrative Officer and Chief Compliance Officer.
His responsibilities at SNW included oversight of the compliance, administrative, finance and information technology groups as well as administration of the company Employee Stock Ownership Plan.
Mr. O'Kelley has held various licenses and registrations, including the Series 24 – General Securities Principal, Series 7 – General Securities Representative, Series 53 – Municipal Securities Principal, Series 52 – Municipal Securities Representative, Series 63 – Uniform Securities Agent State Law Examination, and Series 27 – Financial and Operations Principal.
Mr. O'Kelley graduated from Gonzaga University with a B.
A.
in Business Administration with a focus on Public Accounting.
Eerdere bekende functies van Blaine David O'Kelley
Bedrijven | Functie | Einde |
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Seattle-Northwest Securities Corp.
![]() Seattle-Northwest Securities Corp. Investment Banks/BrokersFinance Seattle-Northwest Securities Corp. is based in Seattle, WA. Part of Piper Sandler Cos., Seattle-Northwest Securities Corp. is a company that provides investment banking and asset management services. Seattle-Northwest Securities was acquired by Piper Jaffray Cos. on July 12, 2013 for $21 million. | Hoofd Administratief Officier | - |
Prime Advisors, Inc.
![]() Prime Advisors, Inc. Investment ManagersFinance Founded in 1988 by Duane Castles, Prime Advisors, Inc. is a registered investment advisor located in Redmond, Washington. The firm is a subsidiary of Sun Life Financial (US) Investments LLC and their ultimate parent Sun Life Financial, Inc. (NYSE: SLF). Prime Advisors generally provides portfolio management services to insurance companies, high net-worth family offices, foundations, and trusts. | Financieel Directeur/CFO | - |
Opleiding van Blaine David O'Kelley
Gonzaga University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 2 |
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Prime Advisors, Inc.
![]() Prime Advisors, Inc. Investment ManagersFinance Founded in 1988 by Duane Castles, Prime Advisors, Inc. is a registered investment advisor located in Redmond, Washington. The firm is a subsidiary of Sun Life Financial (US) Investments LLC and their ultimate parent Sun Life Financial, Inc. (NYSE: SLF). Prime Advisors generally provides portfolio management services to insurance companies, high net-worth family offices, foundations, and trusts. | Finance |
Seattle-Northwest Securities Corp.
![]() Seattle-Northwest Securities Corp. Investment Banks/BrokersFinance Seattle-Northwest Securities Corp. is based in Seattle, WA. Part of Piper Sandler Cos., Seattle-Northwest Securities Corp. is a company that provides investment banking and asset management services. Seattle-Northwest Securities was acquired by Piper Jaffray Cos. on July 12, 2013 for $21 million. | Finance |