Perfil
Mr. Derek Manning is Vice President at CoBiz Wealth Management.
He joined the firm in 2011.
Mr. Manning was previously employed as a Principal by Lincoln Financial Securities Corp.
Mr. Manning received his undergraduate degree from the Metropolitan State College of Denver (Colorado).
Antiguos cargos conocidos de Derek Manning.
Empresas | Cargo | Fin |
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Lincoln Financial Securities Corp.
Lincoln Financial Securities Corp. Investment Banks/BrokersFinance Part of Lincoln National Corp., Lincoln Financial Securities Corp. is a financial services company that offers a range of investment products and services to individuals and businesses. The company is based in Concord, NH. | Corporate Officer/Principal | 31/12/2010 |
CoBiz Wealth LLC
CoBiz Wealth LLC Investment ManagersFinance Founded in 2010 as the result of the merger between Wagner Investment Management and Alexander Capital Management Group, CoBiz Investment Wealth Management LLC is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of Denver-based CoBiz Financial, Inc. (NasdaqGS: COBZ), a multi-billion dollar financial services firm that provides financial services to businesses, business owners and professionals in Colorado and Arizona. CoBiz Financial provides commercial banking services through Colorado Business Bank and Arizona Business Bank. They provide trust services through CoBiz Trust and property and casualty insurance brokerage and employee benefit services through CoBiz Insurance. Investment banking services are provided through Green Manning & Bunch and executive benefits consulting and wealth transfer services are provided through Financial Designs Ltd. CoBiz Investment Management's clients include business owners and their key executives, high net-worth individuals, endowments and foundations. | Corporate Officer/Principal | - |
Formación de Derek Manning.
Metropolitan State University of Denver | Undergraduate Degree |
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CoBiz Wealth LLC
CoBiz Wealth LLC Investment ManagersFinance Founded in 2010 as the result of the merger between Wagner Investment Management and Alexander Capital Management Group, CoBiz Investment Wealth Management LLC is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of Denver-based CoBiz Financial, Inc. (NasdaqGS: COBZ), a multi-billion dollar financial services firm that provides financial services to businesses, business owners and professionals in Colorado and Arizona. CoBiz Financial provides commercial banking services through Colorado Business Bank and Arizona Business Bank. They provide trust services through CoBiz Trust and property and casualty insurance brokerage and employee benefit services through CoBiz Insurance. Investment banking services are provided through Green Manning & Bunch and executive benefits consulting and wealth transfer services are provided through Financial Designs Ltd. CoBiz Investment Management's clients include business owners and their key executives, high net-worth individuals, endowments and foundations. | Finance |
Lincoln Financial Securities Corp.
Lincoln Financial Securities Corp. Investment Banks/BrokersFinance Part of Lincoln National Corp., Lincoln Financial Securities Corp. is a financial services company that offers a range of investment products and services to individuals and businesses. The company is based in Concord, NH. | Finance |
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