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Career history of Jennifer K. Oswalt
Former positions of Jennifer K. Oswalt
Companies | Position | Start | End |
---|---|---|---|
United Capital Financial Advisers LLC
![]() United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Portfolio Manager-Equities | 18/06/2012 | 30/06/2012 |
Sovereign Wealth Management, Inc.
![]() Sovereign Wealth Management, Inc. Investment ManagersFinance Founded by B. Lane Carrick in 1998, Sovereign Wealth Management, Inc. is a privately held, comprehensive wealth management company headquartered in Memphis, Tennessee with additional offices in Nashville, Tennessee and Denver, Colorado | Corporate Officer/Principal | 01/01/2000 | 14/11/2010 |
Ernst & Young LLP (Missouri)
![]() Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Comptroller/Controller/Auditor | - | - |
Training of Jennifer K. Oswalt
University of Tennessee | Graduate Degree |
Statistics
International
United States | 5 |
Operational
Corporate Officer/Principal | 1 |
Graduate Degree | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Sovereign Wealth Management, Inc.
![]() Sovereign Wealth Management, Inc. Investment ManagersFinance Founded by B. Lane Carrick in 1998, Sovereign Wealth Management, Inc. is a privately held, comprehensive wealth management company headquartered in Memphis, Tennessee with additional offices in Nashville, Tennessee and Denver, Colorado | Finance |
Ernst & Young LLP (Missouri)
![]() Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial Services |
United Capital Financial Advisers LLC
![]() United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Finance |
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