Susan L. Niedwick
Geen lopende functies
Profiel
Ms. Susan L.
Niedwick is a Principal at Palo Capital, Inc. She has 14 years of experience in the financial services industry.
She worked for Zions Bank, a primary bond dealer, selling bonds to municipalities.
She gained her background in investment, trust and wealth management during work for Charles Schwab, First American Trust and Wealth Management Network.
She also had her own RIA firm in which she helped clients select investment managers.
She served on the Board of Directors for ATSC and has been active in the Financial Planning Association’s Orange County Chapter.
She has 2 young children but finds time to volunteer at local charities.
Ms. Niedwick holds the Certified Financial Planner (CFP) designation.
She earned a B.A.
in Finance and a B.A.
in French from the University of Utah and also studied at the Université de Grenoble, France.
Eerdere bekende functies van Susan L. Niedwick
| Bedrijven | Functie | Einde |
|---|---|---|
Palo Capital, Inc.
 Palo Capital, Inc. Investment ManagersFinance Founded by Kevin O'Grady in 2005, Palo Capital, Inc. is a wealth management firm and registered investment advisor located in Newport Beach, California. The firm manages investment portfolios on a discretionary basis for individuals, pension and profit-sharing plans, estates, trusts, and not-for-profit organizations. | Verkoop & Marketing | 30-04-2012 |
| ATSC (United States of America) | Corporate Officer/Principal | - |
Wealth Management Network LLC
 Wealth Management Network LLC Investment ManagersFinance Wealth Management Network LLC provides investment advice. The private company is based in Newport Beach, CA. | Corporate Officer/Principal | - |
First American Trust Co.
 First American Trust Co. Investment ManagersFinance First American Trust Co. (First American) is a trust company headquartered in Santa Ana, California. The firm is a subsidiary of First American Financial Corp. (NYSE: FAF), a US financial services company and provider of title insurance and settlement services to the real estate and mortgage industries. First American provides personalized investment advice, fiduciary trust services, and wealth planning to successful individuals, families, and organizations. | Corporate Officer/Principal | - |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Corporate Officer/Principal | - |
Opleiding van Susan L. Niedwick
| University of Utah | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
Palo Capital, Inc.
Palo Capital, Inc. Investment ManagersFinance Founded by Kevin O'Grady in 2005, Palo Capital, Inc. is a wealth management firm and registered investment advisor located in Newport Beach, California. The firm manages investment portfolios on a discretionary basis for individuals, pension and profit-sharing plans, estates, trusts, and not-for-profit organizations. | Finance |
| Zions Bank (Idaho) | Finance |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Finance |
First American Trust Co.
First American Trust Co. Investment ManagersFinance First American Trust Co. (First American) is a trust company headquartered in Santa Ana, California. The firm is a subsidiary of First American Financial Corp. (NYSE: FAF), a US financial services company and provider of title insurance and settlement services to the real estate and mortgage industries. First American provides personalized investment advice, fiduciary trust services, and wealth planning to successful individuals, families, and organizations. | Finance |
Wealth Management Network LLC
Wealth Management Network LLC Investment ManagersFinance Wealth Management Network LLC provides investment advice. The private company is based in Newport Beach, CA. | Finance |
| ATSC (United States of America) |
