Doreen F. Mackie
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Perfil
Prior to joining PFM in 2003, Ms. Mackie spent her financial career of 17 years with Cadre Financial Services, Inc. and Cadre Securities, Inc., a New York based registered investment advisor and broker-dealer respectively.
In her position as a First Vice President she was responsible for structuring portfolios for the investment of bond proceeds, managing the inside sales team, and the daily operations relating to broker-dealer activities.
Ms. Mackie currently holds NASD Series 63, 6 and 26 licenses.
Antiguos cargos conocidos de Doreen F. Mackie.
| Empresas | Cargo | Fin |
|---|---|---|
Cadre Financial Services, Inc.
 Cadre Financial Services, Inc. Regional BanksFinance Part of U.S. Bancorp, Cadre Financial Services, Inc. is a company that provides cash management services to local school districts and operates as a broker dealer. The company is based in Lake Ronkonkoma, NY. Cadre Financial Services was acquired by PFM Asset Management LLC, a subsidiary of U.S. Bancorp from Ambac Financial Group, Inc. on March 31, 2004. | Corporate Officer/Principal | - |
PFM Asset Management LLC
 PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies. | Corporate Officer/Principal | 17/01/2011 |
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| Empresas privadas | 2 |
|---|---|
Cadre Financial Services, Inc.
Cadre Financial Services, Inc. Regional BanksFinance Part of U.S. Bancorp, Cadre Financial Services, Inc. is a company that provides cash management services to local school districts and operates as a broker dealer. The company is based in Lake Ronkonkoma, NY. Cadre Financial Services was acquired by PFM Asset Management LLC, a subsidiary of U.S. Bancorp from Ambac Financial Group, Inc. on March 31, 2004. | Finance |
PFM Asset Management LLC
PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies. | Finance |
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