Sue Spellman
Corporate Officer/Principal bij Carter Financial Management
Profiel
Sue Spellman joined Carter Financial Management in June 2006 and serves as Senior Vice President.
She is a Volunteer in the Dallas community, Ursuline Academy of Dallas, and Ronald McDonald House of Houston.
Prior to joining Carter Financial Management, she was Vice President in the Private Client Group of Southwest Securities, Inc. She founded Spellman Capital Corp.
in 1982 and served as Principal.
Previously, she worked at Rotan Mosle, Inc. in 1971.
Ms. Spellman began her career at the securities industry and served for over 30 years.
She has experience in financial planning in the area of portfolio management and asset allocation.
Ms. Spellman received a graduate degree from Sophie Newcomb College at Tulane University and an MBA from the University of Texas, Austin.
Actieve functies van Sue Spellman
| Bedrijven | Functie | Begin |
|---|---|---|
Carter Financial Management
 Carter Financial Management Miscellaneous Commercial ServicesCommercial Services Carter Financial Management provides financial management services. It offers financial advice, asset management, brokerage, insurance, and trust related services. The firm's customers include high net worth individuals, pensions, retirement funds, foundations and trusts. The company was founded by William E. Carter in 1976 and is headquartered in Dallas, TX. | Corporate Officer/Principal | 23-03-2009 |
| Ursuline Academy | Corporate Officer/Principal | 26-03-2009 |
Eerdere bekende functies van Sue Spellman
| Bedrijven | Functie | Einde |
|---|---|---|
| Spellman Capital Corp. | Corporate Officer/Principal | - |
Ronald McDonald House of Houston, Inc.
 Ronald McDonald House of Houston, Inc. Miscellaneous Commercial ServicesCommercial Services Ronald McDonald House of Houston, Inc. provides social services. It helps families with seriously ill children stay close together during these difficult times by providing a “home away from home” while their child receives the treatment they need. The company was founded in 1974 and is headquartered in Houston, TX. | Corporate Officer/Principal | - |
Rotan Mosle, Inc.
 Rotan Mosle, Inc. Investment Banks/BrokersFinance Rotan Mosle, Inc. provides investment banking and securities brokerage services. | Corporate Officer/Principal | - |
Hilltop Securities, Inc.
 Hilltop Securities, Inc. Investment Banks/BrokersFinance Hilltop Securities, Inc. (dba HilltopSecurities) is a broker/dealer firm headquartered in Dallas, Texas. The firm was founded in 1946 as Southwest Securities, Inc. and they a subsidiary of Hilltop Securities Holdings LLC. Hilltop Securities provides a full array of trading and execution services for their clients. | Corporate Officer/Principal | - |
Opleiding van Sue Spellman
| The University of Texas at Austin | Masters Business Admin |
| Tulane University (Louisiana) | 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 | 6 |
|---|---|
| Spellman Capital Corp. | |
| Ursuline Academy | |
Hilltop Securities, Inc.
Hilltop Securities, Inc. Investment Banks/BrokersFinance Hilltop Securities, Inc. (dba HilltopSecurities) is a broker/dealer firm headquartered in Dallas, Texas. The firm was founded in 1946 as Southwest Securities, Inc. and they a subsidiary of Hilltop Securities Holdings LLC. Hilltop Securities provides a full array of trading and execution services for their clients. | Finance |
Carter Financial Management
Carter Financial Management Miscellaneous Commercial ServicesCommercial Services Carter Financial Management provides financial management services. It offers financial advice, asset management, brokerage, insurance, and trust related services. The firm's customers include high net worth individuals, pensions, retirement funds, foundations and trusts. The company was founded by William E. Carter in 1976 and is headquartered in Dallas, TX. | Commercial Services |
Rotan Mosle, Inc.
Rotan Mosle, Inc. Investment Banks/BrokersFinance Rotan Mosle, Inc. provides investment banking and securities brokerage services. | Finance |
Ronald McDonald House of Houston, Inc.
Ronald McDonald House of Houston, Inc. Miscellaneous Commercial ServicesCommercial Services Ronald McDonald House of Houston, Inc. provides social services. It helps families with seriously ill children stay close together during these difficult times by providing a “home away from home” while their child receives the treatment they need. The company was founded in 1974 and is headquartered in Houston, TX. | Commercial Services |
