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Donna Lewis Zinman
Gestor de Cartera-Acciones en Capital Advantage, Inc. .
Cargos activos de Donna Lewis Zinman
Empresas | Cargo | Inicio | Fin |
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Capital Advantage, Inc.
![]() Capital Advantage, Inc. Investment ManagersFinance Founded in 1982, Capital Advantage, Inc. is a registered investment advisor located in Lafayette, California. The firm provides advisory services to individuals, high net-worth individuals, trustees, pension and profit-sharing plans, charitable organizations and corporations or other business entities. | Gestor de Cartera-Acciones | 01/01/2005 | - |
Historial de carrera de Donna Lewis Zinman
Antiguos cargos conocidos de Donna Lewis Zinman.
Empresas | Cargo | Inicio | Fin |
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Wells Fargo Advisors Financial Network LLC
![]() Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Corporate Officer/Principal | - | 31/12/1990 |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 01/01/1991 | - |
Formación de Donna Lewis Zinman.
The University of California, San Francisco | Undergraduate Degree |
Golden Gate University | Masters Business Admin |
Estadísticas
Internacional
Estados Unidos | 6 |
Operativa
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectorial
Finance | 4 |
Consumer Services | 3 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 3 |
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Capital Advantage, Inc.
![]() Capital Advantage, Inc. Investment ManagersFinance Founded in 1982, Capital Advantage, Inc. is a registered investment advisor located in Lafayette, California. The firm provides advisory services to individuals, high net-worth individuals, trustees, pension and profit-sharing plans, charitable organizations and corporations or other business entities. | Finance |
Wells Fargo Advisors Financial Network LLC
![]() Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Finance |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
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