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Pat Sizemore
Chief Executive Officer at Strategic Wealth Management, Inc.
Pat Sizemore active positions
Companies | Position | Start | End |
---|---|---|---|
Strategic Wealth Management, Inc.
![]() Strategic Wealth Management, Inc. Investment ManagersFinance Strategic Wealth Management, Inc. (SWM) is an investment advisory firm headquartered in Kirkland, Washington. The firm was founded in 1988 and became a subsidiary of Ulrich Investment Consultants in 2022. SWM provides investment advice to individual and institutional clients. | Chief Executive Officer | 31/12/1987 | - |
Chief Investment Officer | 31/12/1987 | - | |
Compliance Officer | 31/12/1987 | - | |
Trading-Equity | 31/12/1987 | - | |
Founder | 31/12/1987 | - | |
Portfolio Manager-Equities | 31/12/1987 | - | |
President | 31/12/1987 | - |
Career history of Pat Sizemore
Former positions of Pat Sizemore
Companies | Position | Start | End |
---|---|---|---|
Prudential Insurance Co. of America /Insurance Ops/ | Corporate Officer/Principal | 30/12/1980 | 30/12/1980 |
United States Marine Corps | Corporate Officer/Principal | - | - |
Statistics
International
United States | 3 |
Canada | 2 |
Operational
Corporate Officer/Principal | 2 |
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Sectoral
Finance | 3 |
Government | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Strategic Wealth Management, Inc.
![]() Strategic Wealth Management, Inc. Investment ManagersFinance Strategic Wealth Management, Inc. (SWM) is an investment advisory firm headquartered in Kirkland, Washington. The firm was founded in 1988 and became a subsidiary of Ulrich Investment Consultants in 2022. SWM provides investment advice to individual and institutional clients. | Finance |
Prudential Insurance Co. of America /Insurance Ops/ | Finance |
United States Marine Corps | Government |
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