Loopbaan van Joe Smith
Eerdere bekende functies van Joe Smith
Bedrijven | Functie | Begin | Einde |
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CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Analyst-Equity | 01-05-2015 | 01-08-2019 |
Lid van de Investeringscommissie | 01-05-2015 | 01-08-2019 | |
Portefeuillebeheerder-Aandelen | 01-05-2015 | 01-08-2019 | |
Marktstrateeg | 01-05-2015 | 01-08-2019 |
Opleiding van Joe Smith
University of Washington | Undergraduate Degree |
Carnegie Mellon University | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 4 |
Operationeel
Analyst-Equity | 1 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Sectoraal
Consumer Services | 3 |
Finance | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 1 |
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CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Finance |