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Patty E. Ouimet
Career history of Patty E. Ouimet
Former positions of Patty E. Ouimet
Companies | Position | Start | End |
---|---|---|---|
Bell Rock Capital LLC
![]() Bell Rock Capital LLC Investment ManagersFinance Bell Rock Capital LLC (Bell Rock) is a SEC-registered investment advisor headquartered in Rehoboth Beach, Delaware. The firm was founded by Cassandra Toroian in 2006. They are a subsidiary of Bryn Mawr Capital Management LLC, which is owned by WSFS Financial Corp. (NASDAQ: WSFS). Bell Rock offers a variety of advisory services customized to the needs of individuals, high net worth individuals, retirement plans, trusts, estates, foundations, charitable organizations, and corporations. | Analyst-Equity | 17/08/2010 | 31/10/2011 |
Portfolio Manager-Equities | 17/08/2010 | 31/10/2011 | |
Portfolio Manager-Fixed Income | 17/08/2010 | 31/10/2011 | |
Putnam Lovell NBF Securities
![]() Putnam Lovell NBF Securities Investment Banks/BrokersFinance Founded by Donald Putnam and Jefffrey Lovell in 1987, Putnam Lovell NBF Securities is a broker/dealer headquartered in New York City with an additional office in Boston. The firm is a subsidiary of Jefferies & Co., Inc. and their ultimate parent is Jefferies Group, Inc. (NYSE: JEF). Putnam Lovell NBF Securities provides a full array of trading and execution services for their clients. Their clients include U.S. and foreign financial institutions, mutual fund companies, private investment firms, broker/dealers, insurance companies, e-Finance companies and banks. | Analyst-Equity | 29/01/2003 | 29/01/2003 |
John Hancock Funds, Inc.
![]() John Hancock Funds, Inc. Investment Banks/BrokersFinance Part of Manulife Financial Corp., John Hancock Funds, Inc. provides investment services. The company is based in Lansdowne, PA. Andrew Grant Arnott has been the CEO of the company since 2012. | Corporate Officer/Principal | - | - |
Statistics
International
United States | 4 |
Operational
Analyst-Equity | 2 |
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectoral
Finance | 4 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Putnam Lovell NBF Securities
![]() Putnam Lovell NBF Securities Investment Banks/BrokersFinance Founded by Donald Putnam and Jefffrey Lovell in 1987, Putnam Lovell NBF Securities is a broker/dealer headquartered in New York City with an additional office in Boston. The firm is a subsidiary of Jefferies & Co., Inc. and their ultimate parent is Jefferies Group, Inc. (NYSE: JEF). Putnam Lovell NBF Securities provides a full array of trading and execution services for their clients. Their clients include U.S. and foreign financial institutions, mutual fund companies, private investment firms, broker/dealers, insurance companies, e-Finance companies and banks. | Finance |
Bell Rock Capital LLC
![]() Bell Rock Capital LLC Investment ManagersFinance Bell Rock Capital LLC (Bell Rock) is a SEC-registered investment advisor headquartered in Rehoboth Beach, Delaware. The firm was founded by Cassandra Toroian in 2006. They are a subsidiary of Bryn Mawr Capital Management LLC, which is owned by WSFS Financial Corp. (NASDAQ: WSFS). Bell Rock offers a variety of advisory services customized to the needs of individuals, high net worth individuals, retirement plans, trusts, estates, foundations, charitable organizations, and corporations. | Finance |
John Hancock Funds, Inc.
![]() John Hancock Funds, Inc. Investment Banks/BrokersFinance Part of Manulife Financial Corp., John Hancock Funds, Inc. provides investment services. The company is based in Lansdowne, PA. Andrew Grant Arnott has been the CEO of the company since 2012. | Finance |
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