Profiel
Prior to joining WST in 1997 Ms. Overton worked for 13 years at a regional investment advisory firm.
While there, she focused on fixed-income portfolio strategies and account administration.
Ms. Overton, a Norfolk native, began her financial career in banking in 1973 at BB&T (formerly First Virginia Bank of Tidewater) before joining SunTrust Bank (formerly Crestar Bank) where she worked as a Loan/Title Processor until 1984.
Eerdere bekende functies van Nancy L. Overton
| Bedrijven | Functie | Einde |
|---|---|---|
Wilbanks, Smith & Thomas Asset Management LLC
 Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance Wilbanks, Smith & Thomas Asset Management LLC (WST) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. In 2024, the firm was acquired by Clearstead Advisors LLC, a holding company. The firm was founded by Wayne Wilbanks in 1990. WST provides investment services for individuals, pension and profit-sharing plans, corporations, Taft Hartley organizations, municipalities, bank trust departments, trust companies, insurance companies, foundations, and endowments. | Lid van de Investeringscommissie | 30-09-2009 |
Ervaring
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| Bedrijven in privébezit | 1 |
|---|---|
Wilbanks, Smith & Thomas Asset Management LLC
Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance Wilbanks, Smith & Thomas Asset Management LLC (WST) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. In 2024, the firm was acquired by Clearstead Advisors LLC, a holding company. The firm was founded by Wayne Wilbanks in 1990. WST provides investment services for individuals, pension and profit-sharing plans, corporations, Taft Hartley organizations, municipalities, bank trust departments, trust companies, insurance companies, foundations, and endowments. | Finance |
