Susan L. Niedwick
Career history of Susan L. Niedwick
Former positions of Susan L. Niedwick
Companies | Position | Start | End |
---|---|---|---|
Palo Capital, Inc.
Palo Capital, Inc. Investment ManagersFinance Founded by Kevin O'Grady in 2005, Palo Capital, Inc. is a wealth management firm and registered investment advisor located in Newport Beach, California. The firm manages investment portfolios on a discretionary basis for individuals, pension and profit-sharing plans, estates, trusts, and not-for-profit organizations. | Sales & Marketing | - | 30/04/2012 |
ATSC (United States of America) | Corporate Officer/Principal | - | - |
Wealth Management Network LLC
Wealth Management Network LLC Investment ManagersFinance Wealth Management Network LLC provides investment advice. The private company is based in Newport Beach, CA. | Corporate Officer/Principal | - | - |
First American Trust Co.
First American Trust Co. Investment ManagersFinance First American Trust Co. (First American) is a trust company headquartered in Santa Ana, California. The firm is a subsidiary of First American Financial Corp. (NYSE: FAF), a US financial services company and provider of title insurance and settlement services to the real estate and mortgage industries. First American provides personalized investment advice, fiduciary trust services, and wealth planning to successful individuals, families, and organizations. | Corporate Officer/Principal | - | - |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Corporate Officer/Principal | - | - |
Zions Bank (Idaho) | Corporate Officer/Principal | - | - |
Training of Susan L. Niedwick
University of Utah | Undergraduate Degree |
Statistics
International
United States | 8 |
Operational
Corporate Officer/Principal | 5 |
Sales & Marketing | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 6 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 6 |
---|---|
First American Trust Co.
First American Trust Co. Investment ManagersFinance First American Trust Co. (First American) is a trust company headquartered in Santa Ana, California. The firm is a subsidiary of First American Financial Corp. (NYSE: FAF), a US financial services company and provider of title insurance and settlement services to the real estate and mortgage industries. First American provides personalized investment advice, fiduciary trust services, and wealth planning to successful individuals, families, and organizations. | Finance |
Zions Bank (Idaho) | Finance |
Palo Capital, Inc.
Palo Capital, Inc. Investment ManagersFinance Founded by Kevin O'Grady in 2005, Palo Capital, Inc. is a wealth management firm and registered investment advisor located in Newport Beach, California. The firm manages investment portfolios on a discretionary basis for individuals, pension and profit-sharing plans, estates, trusts, and not-for-profit organizations. | Finance |
ATSC (United States of America) | |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Finance |
Wealth Management Network LLC
Wealth Management Network LLC Investment ManagersFinance Wealth Management Network LLC provides investment advice. The private company is based in Newport Beach, CA. | Finance |
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