David William Poland
Analyst-Equity bij Coker & Palmer, Inc.
Profiel
Mr. David W.
Poland is a Financial Advisor at Coker & Palmer, Inc. He has been serving clients in the investment industry since 1993.
He was initially employed by Legg Mason Wood Walker, Inc., a division of Legg Mason which is a regional investment firm based in Baltimore, MD.
In 2006, Legg Mason sold Legg Mason Wood Walker, Inc. to Citi Smith Barney.
Mr. Poland remained at Citi Smith Barney until joining Coker & Palmer, Inc. in March 2009.
Prior to 1993, he worked in the insurance industry from 1990 to 1992.
He received his undergraduate degree from Mississippi State University and obtained the Certified Financial Planner professional designation in 2005.
Actieve functies van David William Poland
Bedrijven | Functie | Begin |
---|---|---|
Coker & Palmer, Inc.
Coker & Palmer, Inc. Investment Banks/BrokersFinance Coker & Palmer, Inc. is an independent registered broker/dealer and financial advisor headquartered in Jackson, Mississippi. The firm was founded by James D. Coker and James Y. Palmer in 1991. Coker & Palmer offers professional services in traditional securities brokerage to individuals and institutions as well as fee based asset management services. | Analyst-Equity | - |
Opleiding van David William Poland
Mississippi 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
Bedrijven in privébezit | 1 |
---|---|
Coker & Palmer, Inc.
Coker & Palmer, Inc. Investment Banks/BrokersFinance Coker & Palmer, Inc. is an independent registered broker/dealer and financial advisor headquartered in Jackson, Mississippi. The firm was founded by James D. Coker and James Y. Palmer in 1991. Coker & Palmer offers professional services in traditional securities brokerage to individuals and institutions as well as fee based asset management services. | Finance |