Profiel
Mr. David Budd is a Managing Director at IMS Capital Management, Inc. Prior to joining IMS, he was a Private Banker at Wells Fargo where he specialized in advising high net worth clients.
Mr. Budd has a BA in Communication from California State University at Long Beach.
He has his Series 7 and Series 66 Investment Licenses, Oregon Life and Health Insurance License and an Accredited Wealth Management Advisor designation from the College for Financial Planning.
Eerdere bekende functies van David Budd
| Bedrijven | Functie | Einde |
|---|---|---|
IMS Capital Management, Inc.
 IMS Capital Management, Inc. Investment ManagersFinance IMS Capital Management, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 1988 by Carl Marker and primarily provides investment advice, portfolio management and wealth management services to individuals, high net-worth individuals, insurance companies, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Corporate Officer/Principal | 01-06-2012 |
| WELLS FARGO & COMPANY | Corporate Officer/Principal | - |
Opleiding van David Budd
| The California State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| WELLS FARGO & COMPANY | Finance |
| Bedrijven in privébezit | 1 |
|---|---|
IMS Capital Management, Inc.
IMS Capital Management, Inc. Investment ManagersFinance IMS Capital Management, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 1988 by Carl Marker and primarily provides investment advice, portfolio management and wealth management services to individuals, high net-worth individuals, insurance companies, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
