Profiel
Ms. Susanna Joiner is Chief Marketing Officer at SummitAlliance Capital Management LLC.
She joined the firm in March 2011.
Ms. Joiner was previously employed as Vice President by United Planners Financial Services of America, an Assistant Vice President by AIG Financial Advisors, Inc., and Financial Consultant by Merrill Lynch & Co., Inc.
Ms. Joiner received her undergraduate degree from Texas A&M University in 1996 and an undergraduate degree from Tarleton State University in 1994.
Eerdere bekende functies van Susanna Joiner
Bedrijven | Functie | Einde |
---|---|---|
United Planners Financial Services of America A LP
United Planners Financial Services of America A LP Investment Banks/BrokersFinance United Planners' Financial Services of America LP provides full brokerage insurance and investment advice and services. The firm serves as intermediary brokers for securities, equities, fixed-income products, derivatives, and commodities. The company was founded in 1987 and is headquartered in Scottsdale, AZ. | Corporate Officer/Principal | 30-04-2007 |
SagePoint Financial, Inc.
SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Corporate Officer/Principal | 31-03-2006 |
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. | Consultant / Adviseur | 30-04-2002 |
SAS Capital Management LLC
SAS Capital Management LLC Investment ManagersFinance Founded in 2001, SAS Capital Management LLC is an SEC- registered investment advisor located in Dallas, Texas. The firm does business as Summit Advisor Solutions. SAS is a wholly-owned subsidiary of SAS Capital Partners LLC. They have an affiliated sister company, Argentus Advisors LLC, which is also an SEC registered investment advisor. Argentus provides investment management services to the public through registered investment adviser representatives (IARs). SCA Holdings LLC owns a majority interest in SAS Capital Partners LLC, hence a majority interest in SAS. SCA Holdings also owns Strategic Capital Alternatives LLC, an SEC registered investment advisor. SAS generally provides investment advisory services to RIA firms and individuals, including high net-worth individuals. To a lesser extent, they may provide services to pension and profit sharing plans (other than plan participants), charitable organizations, and corporations or business entities. SAS provides an advisory services platform which is utilized by RIA firms. SAS has also entered into solicitation arrangements with other RIA firms, where the RIA firm introduces prospective clients to SAS and provides for suitability analysis. | Verkoop & Marketing | - |
Opleiding van Susanna Joiner
Texas A&M University | Undergraduate Degree |
Tarleton 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 | 4 |
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SAS Capital Management LLC
SAS Capital Management LLC Investment ManagersFinance Founded in 2001, SAS Capital Management LLC is an SEC- registered investment advisor located in Dallas, Texas. The firm does business as Summit Advisor Solutions. SAS is a wholly-owned subsidiary of SAS Capital Partners LLC. They have an affiliated sister company, Argentus Advisors LLC, which is also an SEC registered investment advisor. Argentus provides investment management services to the public through registered investment adviser representatives (IARs). SCA Holdings LLC owns a majority interest in SAS Capital Partners LLC, hence a majority interest in SAS. SCA Holdings also owns Strategic Capital Alternatives LLC, an SEC registered investment advisor. SAS generally provides investment advisory services to RIA firms and individuals, including high net-worth individuals. To a lesser extent, they may provide services to pension and profit sharing plans (other than plan participants), charitable organizations, and corporations or business entities. SAS provides an advisory services platform which is utilized by RIA firms. SAS has also entered into solicitation arrangements with other RIA firms, where the RIA firm introduces prospective clients to SAS and provides for suitability analysis. | Finance |
United Planners Financial Services of America A LP
United Planners Financial Services of America A LP Investment Banks/BrokersFinance United Planners' Financial Services of America LP provides full brokerage insurance and investment advice and services. The firm serves as intermediary brokers for securities, equities, fixed-income products, derivatives, and commodities. The company was founded in 1987 and is headquartered in Scottsdale, AZ. | Finance |
SagePoint Financial, Inc.
SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Finance |
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 |