Loopbaan van William Dudley Moyer
Eerdere bekende functies van William Dudley Moyer
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
Transform Wealth LLC
 Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Analyst-Equity | 01-01-2002 | 01-12-2017 |
| Portefeuillebeheerder-Aandelen | 01-01-2002 | 01-12-2017 | |
| American Century Mutual Funds, Inc. | Corporate Officer/Principal | 01-01-1996 | - |
First Affirmative Financial Network LLC
 First Affirmative Financial Network LLC Investment ManagersFinance First Affirmative Financial Network LLC (First Affirmative) is an independent registered investment advisor headquartered in Colorado Springs, Colorado. Founded in 1999, the firm provides discretionary investment advisory services to individual and institutional clients. First Affirmative provides investment advice consistent with the philosophies of sustainable, responsible, impact (SRI) investing. | Corporate Officer/Principal | - | - |
Springfield Trust Co.
 Springfield Trust Co. Investment ManagersFinance Founded in 1991, Springfield Trust Co. is a trust company and investment advisor located in Springfield, Missouri | Corporate Officer/Principal | - | - |
Opleiding van William Dudley Moyer
| Regis University | Masters Business Admin |
| University of Oklahoma | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 7 |
Operationeel
| Corporate Officer/Principal | 3 |
| Analyst-Equity | 1 |
| Portfolio Manager-Equities | 1 |
Sectoraal
| Finance | 4 |
| Consumer Services | 3 |
| Miscellaneous | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Transform Wealth LLC
Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
Springfield Trust Co.
Springfield Trust Co. Investment ManagersFinance Founded in 1991, Springfield Trust Co. is a trust company and investment advisor located in Springfield, Missouri | Finance |
First Affirmative Financial Network LLC
First Affirmative Financial Network LLC Investment ManagersFinance First Affirmative Financial Network LLC (First Affirmative) is an independent registered investment advisor headquartered in Colorado Springs, Colorado. Founded in 1999, the firm provides discretionary investment advisory services to individual and institutional clients. First Affirmative provides investment advice consistent with the philosophies of sustainable, responsible, impact (SRI) investing. | Finance |
| American Century Mutual Funds, Inc. | Miscellaneous |