Terry Cook
Director Ejecutivo en Parcion Private Wealth LLC .
Cargos activos de Terry Cook
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
Parcion Private Wealth LLC
 Parcion Private Wealth LLC Investment ManagersFinance Parcion Private Wealth LLC (PPW) is an independent registered investment adviser and wealth management firm founded in 2019. Headquartered in Bellevue, Washington, the firm provides investment advisory services to individuals, trusts, estates, corporations and business entities. | Director Ejecutivo | 01/09/2019 | - |
| Fundador | 01/09/2019 | - | |
| Jefe de Banca Privada | 01/09/2019 | - | |
| Director de Inversiones | 01/09/2019 | 01/01/2022 |
Historial de carrera de Terry Cook
Antiguos cargos conocidos de Terry Cook.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 01/07/2002 | 01/10/2019 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 01/05/1993 | 01/07/2002 |
Formación de Terry Cook.
| University of Oregon | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 5 |
Operativa
| Corporate Officer/Principal | 2 |
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
Sectorial
| Finance | 4 |
| Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Parcion Private Wealth LLC
Parcion Private Wealth LLC Investment ManagersFinance Parcion Private Wealth LLC (PPW) is an independent registered investment adviser and wealth management firm founded in 2019. Headquartered in Bellevue, Washington, the firm provides investment advisory services to individuals, trusts, estates, corporations and business entities. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
- Bolsa de valores
- Insiders
- Terry Cook
- Experiencia
