Lynnette D. Okwuonu
Geen lopende functies
Profiel
Ms. Lynnette D.
Okwuonu, CPA, is a Principal at Linscomb & Williams, Inc.
Ms. Okwuonu was previously employed as Vice President by Merrill Lynch Ventures LLC, an Investment Advisor by PricewaterhouseCoopers LLP, Financial Planner & Investment Adviser by Centerprise Advisors, Inc., and Underwriter by The Windsor Group Ltd.
Ms. Okwuonu received her undergraduate degree from Oklahoma Christian University.
Eerdere bekende functies van Lynnette D. Okwuonu
Bedrijven | Functie | Einde |
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Linscomb & Williams, Inc.
Linscomb & Williams, Inc. Investment ManagersFinance Linscomb Wealth, Inc. (LW) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Dan Linscomb and George Williams in 1971. The firm was known as Linscomb & Williams, Inc. prior to January 2024. They operate as a wholly owned subsidiary of Cadence Bank (NYSE: CADE). LW offers fee-only investment management and wealth planning services to individual and institutional clients. | Corporate Officer/Principal | 01-08-2011 |
Merrill Lynch Ventures LLC
Merrill Lynch Ventures LLC Investment ManagersFinance Merrill Lynch Ventures LLC is a venture capital firm headquartered in New York City. The firm is a division of the Merrill Lynch Global Markets & Investment Banking Group and their ultimate parent is Bank of America Corp. (NYSE: BAC). | Corporate Officer/Principal | 01-03-2008 |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Corporate Officer/Principal | 01-01-2004 |
UHY Advisors, Inc.
UHY Advisors, Inc. Miscellaneous Commercial ServicesCommercial Services UHY Advisors, Inc. provides tax, audit and financial accounting services. It offers tax, audit, advisory, and forensic, litigation and valuation services including audits of financial statements and employee benifit plans, internal audit, risk, compliance, management, technology consulting transaction, business valuation, family law and loss/damage determination services. The firm serves to the construction, dealerships, energy, financial, health care, governmental, real estate, staffing and technology industries. The company was founded in July 2000 and is headquartered in Chicago, IL. | Corporate Officer/Principal | 01-01-2002 |
Academy Wealth Management, Inc.
Academy Wealth Management, Inc. Investment ManagersFinance Academy Wealth Management, Inc. (Academy Wealth) is a SEC-registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by David Brown, Randall Clark, Richard (Rick) Knop and Channing (Chap) Mitzell in 1986 as Windsor Wealth Management, Inc. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada. Academy Wealth provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, trusts and estates. | Corporate Officer/Principal | 01-01-1996 |
Opleiding van Lynnette D. Okwuonu
Oklahoma Christian University | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 5 |
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Linscomb & Williams, Inc.
Linscomb & Williams, Inc. Investment ManagersFinance Linscomb Wealth, Inc. (LW) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Dan Linscomb and George Williams in 1971. The firm was known as Linscomb & Williams, Inc. prior to January 2024. They operate as a wholly owned subsidiary of Cadence Bank (NYSE: CADE). LW offers fee-only investment management and wealth planning services to individual and institutional clients. | Finance |
Academy Wealth Management, Inc.
Academy Wealth Management, Inc. Investment ManagersFinance Academy Wealth Management, Inc. (Academy Wealth) is a SEC-registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by David Brown, Randall Clark, Richard (Rick) Knop and Channing (Chap) Mitzell in 1986 as Windsor Wealth Management, Inc. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada. Academy Wealth provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, trusts and estates. | Finance |
UHY Advisors, Inc.
UHY Advisors, Inc. Miscellaneous Commercial ServicesCommercial Services UHY Advisors, Inc. provides tax, audit and financial accounting services. It offers tax, audit, advisory, and forensic, litigation and valuation services including audits of financial statements and employee benifit plans, internal audit, risk, compliance, management, technology consulting transaction, business valuation, family law and loss/damage determination services. The firm serves to the construction, dealerships, energy, financial, health care, governmental, real estate, staffing and technology industries. The company was founded in July 2000 and is headquartered in Chicago, IL. | Commercial Services |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |
Merrill Lynch Ventures LLC
Merrill Lynch Ventures LLC Investment ManagersFinance Merrill Lynch Ventures LLC is a venture capital firm headquartered in New York City. The firm is a division of the Merrill Lynch Global Markets & Investment Banking Group and their ultimate parent is Bank of America Corp. (NYSE: BAC). | Finance |