![Erin Hershey Serrate](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Erin Hershey Serrate active positions
Companies | Position | Start | End |
---|---|---|---|
Asio Capital LLC
![]() Asio Capital LLC Investment ManagersFinance Asio Capital LLC (Asio) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Lexington, Kentucky. The firm was founded in 2018 by Ryan Osborne, John Cheshire, Ryan Gray and Erin Serrate. Asio provides wealth management services to individual and institutional clients. | Founder | 31/12/2017 | - |
Market Strategist | 31/12/2017 | - |
Career history of Erin Hershey Serrate
Former positions of Erin Hershey Serrate
Companies | Position | Start | End |
---|---|---|---|
BB&T Investment Services, Inc.
![]() BB&T Investment Services, Inc. Investment ManagersFinance BB&T Investment Services, Inc. provides financial services. Its services include retail brokerage services, discount brokerage services, online investment services and investment planning. The company was founded on March 8, 1993 and is headquartered in Charlotte, NC. | Corporate Officer/Principal | 31/12/2006 | 31/03/2012 |
U.S. Bancorp Investments, Inc.
![]() U.S. Bancorp Investments, Inc. Investment ManagersFinance US Bancorp Investments, Inc. (USBI) is a dually SEC-registered investment advisor and broker-dealer headquartered in St. Paul, Minnesota. The firm was founded in 2003 and is owned by US Bancorp (NYSE: USB). USBI offers financial planning services and other advisory services to a wide range of clients, which includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other businesses. | Corporate Officer/Principal | 20/07/2005 | 18/01/2007 |
Statistics
International
United States | 4 |
Operational
Corporate Officer/Principal | 2 |
Founder | 1 |
Market Strategist | 1 |
Sectoral
Finance | 4 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
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Asio Capital LLC
![]() Asio Capital LLC Investment ManagersFinance Asio Capital LLC (Asio) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Lexington, Kentucky. The firm was founded in 2018 by Ryan Osborne, John Cheshire, Ryan Gray and Erin Serrate. Asio provides wealth management services to individual and institutional clients. | Finance |
BB&T Investment Services, Inc.
![]() BB&T Investment Services, Inc. Investment ManagersFinance BB&T Investment Services, Inc. provides financial services. Its services include retail brokerage services, discount brokerage services, online investment services and investment planning. The company was founded on March 8, 1993 and is headquartered in Charlotte, NC. | Finance |
U.S. Bancorp Investments, Inc.
![]() U.S. Bancorp Investments, Inc. Investment ManagersFinance US Bancorp Investments, Inc. (USBI) is a dually SEC-registered investment advisor and broker-dealer headquartered in St. Paul, Minnesota. The firm was founded in 2003 and is owned by US Bancorp (NYSE: USB). USBI offers financial planning services and other advisory services to a wide range of clients, which includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other businesses. | Finance |
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