Bill McCollum
Compliance Officer bij Eagle Financial Management Services LLC
Profiel
Mr. William L.
McCollum is a Portfolio Manager at Eagle Financial Management Services LLC.
He has 28 years of financial services experience, including over 22 years in the investment industry.
He joined Eagle Financial in 2007 after five years with Morgan Stanley.
Mr. McCollum has an MS-Finance degree from the University of Houston-Clear Lake and a BBA-Finance degree from Baylor University.
Actieve functies van Bill McCollum
Bedrijven | Functie | Begin |
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Eagle Financial Management Services LLC
Eagle Financial Management Services LLC Investment ManagersFinance Eagle Financial Management Services LLC (Eagle Financial) is a registered investment advisor headquartered in Shreveport, Louisiana. The firm was founded by Jack Ditt, Jr. in 2006 and is a subsidiary of Wealthcare Capital Management LLC. Eagle Financial provides continuous, fee-only investment advisory services to individuals, businesses, pension and profit-sharing plans, trusts, estates and charitable organizations. | Compliance Officer | 01-01-2007 |
Eerdere bekende functies van Bill McCollum
Bedrijven | Functie | Einde |
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MORGAN STANLEY | Corporate Officer/Principal | 31-12-2006 |
Opleiding van Bill McCollum
Baylor University | Undergraduate Degree |
University of Houston-Clear Lake | Graduate Degree |
Ervaring
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Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
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MORGAN STANLEY | Finance |
Bedrijven in privébezit | 1 |
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Eagle Financial Management Services LLC
Eagle Financial Management Services LLC Investment ManagersFinance Eagle Financial Management Services LLC (Eagle Financial) is a registered investment advisor headquartered in Shreveport, Louisiana. The firm was founded by Jack Ditt, Jr. in 2006 and is a subsidiary of Wealthcare Capital Management LLC. Eagle Financial provides continuous, fee-only investment advisory services to individuals, businesses, pension and profit-sharing plans, trusts, estates and charitable organizations. | Finance |