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Career history of Mary K. Simonson
Former positions of Mary K. Simonson
Companies | Position | Start | End |
---|---|---|---|
CFM Partners, Inc.
![]() CFM Partners, Inc. Miscellaneous Commercial ServicesCommercial Services CFM Partners, Inc. provides training and compliance risk management solutions to the financial services industry. Its training services include professional development, NASD continuing education, non-licensed training, and consumer education. The company was founded in 1995 and is headquartered in Washington, DC. | Corporate Officer/Principal | 30/03/2010 | 30/03/2010 |
WaMu Investments
![]() WaMu Investments Investment ManagersFinance Part of Mr. Cooper Group, Inc., WaMu Investments is a company based in Bellevue, WA. WaMu Investments was founded by Rebecca C. Schmitt. | Corporate Officer/Principal | - | - |
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 | 21/10/2010 | - |
Statistics
International
United States | 4 |
Operational
Corporate Officer/Principal | 3 |
Sectoral
Finance | 3 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
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 |
CFM Partners, Inc.
![]() CFM Partners, Inc. Miscellaneous Commercial ServicesCommercial Services CFM Partners, Inc. provides training and compliance risk management solutions to the financial services industry. Its training services include professional development, NASD continuing education, non-licensed training, and consumer education. The company was founded in 1995 and is headquartered in Washington, DC. | Commercial Services |
WaMu Investments
![]() WaMu Investments Investment ManagersFinance Part of Mr. Cooper Group, Inc., WaMu Investments is a company based in Bellevue, WA. WaMu Investments was founded by Rebecca C. Schmitt. | Finance |
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