Profiel
Terry J.
Knoll is currently the Director at Boys & Girls Clubs of Bellevue.
Previously, he worked as a Branch Manager at Charles Schwab Investment Management, Inc. from 1987 to 1992.
He also worked as a Vice President & Investment Officer at WoodTrust Asset Management, NA from 2010 to 2013.
Actieve functies van Terry J. Knoll
| Bedrijven | Functie | Begin |
|---|---|---|
Boys & Girls Clubs of Bellevue
Boys & Girls Clubs of Bellevue Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization that provides education and health care services | Directeur/Bestuurslid | 05-09-2013 |
Eerdere bekende functies van Terry J. Knoll
| Bedrijven | Functie | Einde |
|---|---|---|
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Corporate Officer/Principal | 01-01-1992 |
WoodTrust Asset Management, NA
WoodTrust Asset Management, NA Investment ManagersFinance WoodTrust Asset Management seeks to provide consistent long-term performance through uniquely constructed asset allocation portfolios and separate accounts. Their investment philosophy focuses on five key principles: (1) asset allocation (2) portfolio structure (3) tax management techniques (4) the use of specialist managers or separate accounts and (5) continuous portfolio management. | Lid van de Investeringscommissie | - |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Finance |
WoodTrust Asset Management, NA
WoodTrust Asset Management, NA Investment ManagersFinance WoodTrust Asset Management seeks to provide consistent long-term performance through uniquely constructed asset allocation portfolios and separate accounts. Their investment philosophy focuses on five key principles: (1) asset allocation (2) portfolio structure (3) tax management techniques (4) the use of specialist managers or separate accounts and (5) continuous portfolio management. | Finance |
Boys & Girls Clubs of Bellevue
Boys & Girls Clubs of Bellevue Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization that provides education and health care services | Commercial Services |
















