Profiel
Robert Verne Bolen was the founder and had founded Bolen Asset Management, Inc. in 2006 where he held the title of President from 2006 to 2017.
He has worked as a Principal at Merrill Lynch & Co., Inc. and The Prudential Insurance Company of America, Inc. He also worked as a Securities Analyst at Equitable Securities Corp.
and as a Principal at J.
C.
Bradford & Co., Inc. in 2000.
Mr. Bolen holds an MBA degree from Indiana University which he received in 1986 and an undergraduate degree from the University of Western Kentucky which he received in 1983.
Eerdere bekende functies van Robert Verne Bolen
| Bedrijven | Functie | Einde |
|---|---|---|
Bolen Asset Management, Inc.
 Bolen Asset Management, Inc. Investment ManagersFinance Envision Wealth Planning is a registered investment advisor located in Brentwood, Tennessee. They were formerly known as Bolen Dodson & Associates. The firm was founded in August 2005 as the result of a merger between Bolen Asset Management and Lori A. Dodson & Associates. Envision Wealth Planning serves primarily individuals and high net-worth individuals, as well as corporate pension and profit-sharing plans, trusts, charitable institutions and foundations. | Oprichter | 25-07-2017 |
| J. C. Bradford & Co., Inc. | Corporate Officer/Principal | 01-01-2000 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
| Equitable Securities Corp. | Corporate Officer/Principal | - |
The Prudential Insurance Company of America, Inc.
 The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ. | Corporate Officer/Principal | - |
Opleiding van Robert Verne Bolen
| Indiana University | Masters Business Admin |
| University of Western Kentucky | 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 | 5 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
| Equitable Securities Corp. | Finance |
| J. C. Bradford & Co., Inc. | Finance |
Bolen Asset Management, Inc.
Bolen Asset Management, Inc. Investment ManagersFinance Envision Wealth Planning is a registered investment advisor located in Brentwood, Tennessee. They were formerly known as Bolen Dodson & Associates. The firm was founded in August 2005 as the result of a merger between Bolen Asset Management and Lori A. Dodson & Associates. Envision Wealth Planning serves primarily individuals and high net-worth individuals, as well as corporate pension and profit-sharing plans, trusts, charitable institutions and foundations. | Finance |
The Prudential Insurance Company of America, Inc.
The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ. | Finance |