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Rob Comfort
President bij CUNA Brokerage Services, Inc.
Actieve functies van Rob Comfort
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Members Trust Co.
![]() Members Trust Co. Savings BanksFinance Members Trust Co. offers trust and investment services to credit unions, members, and private clients with a focus on estate planning and retirement savings. Members Trust was founded in 1987 and is based in Tampa, FL with subsidiaries in the United States. The private company provides guidance on investment management, long-term care planning, and tax-efficient investing. The company also offers information on converting traditional IRAs to Roth IRAs, business succession planning, and designating beneficiaries. Kenneth E. Lako has been the CEO of the company since 2023. | Directeur/Bestuurslid | - | - |
CUNA Brokerage Services, Inc.
![]() CUNA Brokerage Services, Inc. Investment Banks/BrokersFinance CUNA Brokerage Services, Inc. provides investment, insurance, and retirement planning services. It offers credit union protection, investments, executive benefits and funding solutions, lending, retirement solutions, and TruStage Insurance program. The company was founded in 1982 and is headquartered in Waverly, IA. | President | - | - |
Loopbaan van Rob Comfort
Eerdere bekende functies van Rob Comfort
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Huntington National Bank (Investment Management)
![]() Huntington National Bank (Investment Management) Investment ManagersFinance Huntington National Bank (Investment Management) (HNB-IM) is an investment management division of Huntington National Bank, which is a wholly-owned subsidiary of Huntington Bancshares, Inc. (NASDAQ: HBAN). The firm was founded in 1866 and is headquartered in Columbus, Ohio. HNB-IM provides investment management and trust services to individuals and families who seek guidance in the management of their investment assets. | Corporate Officer/Principal | 01-01-1995 | - |
Bank Insurance & Securities Association
![]() Bank Insurance & Securities Association Miscellaneous Commercial ServicesCommercial Services Bank Insurance & Securities Association is a business association. The non-profit company is based in Washington. | President | - | 31-12-2006 |
LPL Financial LLC
![]() LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | 01-05-2012 | - |
Opleiding van Rob Comfort
Miami University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 7 |
Operationeel
Corporate Officer/Principal | 2 |
President | 2 |
Undergraduate Degree | 1 |
Sectoraal
Finance | 5 |
Consumer Services | 2 |
Commercial Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 5 |
---|---|
Huntington National Bank (Investment Management)
![]() Huntington National Bank (Investment Management) Investment ManagersFinance Huntington National Bank (Investment Management) (HNB-IM) is an investment management division of Huntington National Bank, which is a wholly-owned subsidiary of Huntington Bancshares, Inc. (NASDAQ: HBAN). The firm was founded in 1866 and is headquartered in Columbus, Ohio. HNB-IM provides investment management and trust services to individuals and families who seek guidance in the management of their investment assets. | Finance |
Bank Insurance & Securities Association
![]() Bank Insurance & Securities Association Miscellaneous Commercial ServicesCommercial Services Bank Insurance & Securities Association is a business association. The non-profit company is based in Washington. | Commercial Services |
LPL Financial LLC
![]() LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
Members Trust Co.
![]() Members Trust Co. Savings BanksFinance Members Trust Co. offers trust and investment services to credit unions, members, and private clients with a focus on estate planning and retirement savings. Members Trust was founded in 1987 and is based in Tampa, FL with subsidiaries in the United States. The private company provides guidance on investment management, long-term care planning, and tax-efficient investing. The company also offers information on converting traditional IRAs to Roth IRAs, business succession planning, and designating beneficiaries. Kenneth E. Lako has been the CEO of the company since 2023. | Finance |
CUNA Brokerage Services, Inc.
![]() CUNA Brokerage Services, Inc. Investment Banks/BrokersFinance CUNA Brokerage Services, Inc. provides investment, insurance, and retirement planning services. It offers credit union protection, investments, executive benefits and funding solutions, lending, retirement solutions, and TruStage Insurance program. The company was founded in 1982 and is headquartered in Waverly, IA. | Finance |
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