Daniel Keith Speirsm
Algemeen Directeur bij Cerro Pacific Wealth Advisors LLC
Profiel
Mr. Daniel K.
Speirsm is a Founding Partner at Cerro Pacific Wealth Advisors LLC.
Mr. Speirsm was previously employed as a Managing Director by Wells Fargo Clearing Services LLC and a Firct Vice President by RBC Capital Markets Corp.
He began his career on the trading floor of the Chicago Board of Trade working for Prudential Securities in grain futures and bond markets.
He received his undergraduate degree from the University of San Diego and an MBA from San Jose State University.
Actieve functies van Daniel Keith Speirsm
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Cerro Pacific Wealth Advisors LLC
Cerro Pacific Wealth Advisors LLC Investment ManagersFinance Cerro Pacific Wealth Advisors LLC (Cerro Pacific) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Luis Obispo, California. The firm was founded by Daniel Speirs in 2020. Cerro Pacific provides individuals and other types of clients with a wide array of investment advisory services. | Algemeen Directeur | 01-10-2020 |
Eerdere bekende functies van Daniel Keith Speirsm
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Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | 01-10-2020 |
RBC Capital Markets Corp. | Corporate Officer/Principal | 01-10-2009 |
Opleiding van Daniel Keith Speirsm
San Jose State University | Masters Business Admin |
University of San Diego | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
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Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 3 |
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RBC Capital Markets Corp. | Finance |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Finance |
Cerro Pacific Wealth Advisors LLC
Cerro Pacific Wealth Advisors LLC Investment ManagersFinance Cerro Pacific Wealth Advisors LLC (Cerro Pacific) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Luis Obispo, California. The firm was founded by Daniel Speirs in 2020. Cerro Pacific provides individuals and other types of clients with a wide array of investment advisory services. | Finance |