Common use of Educational Background and Business Experience Clause in Contracts

Educational Background and Business Experience. Xxxxxx Xxxxxxx Xxxxx was born in 1981. He has a BA in Economics from the College of the Holy Cross, and an MBA from Boston University. He is a Vice President and joined the LPL Research Department in 2011. Prior to joining LPL, he was an Investment Associate at Xxxxxx Investments. Xxxx Xxxxx was born in 1963. He has a BA in History from Villanova University and an MBA in Finance from The College of Xxxxxxx and Xxxx. He joined LPL Financial in April, 2017 as Chief Investment Strategist and Executive Vice President, Research. He has been in the investment business for 30 years, having spent the last 20 years at Xxxxx Fargo, where he held leadership roles in research and investment strategy for the brokerage, asset management and private banking divisions. Xxxxxx Xxxxxx was born in 1960. He has a BA from the University of Iowa. He is Executive Vice President of Trading and Client Compensation at LPL and joined LPL in 2010. Prior to joining LPL, Xx. Xxxxxx was an internal business consultant at Fidelity Investments from 2009 to 2010, and a Vice President at Schwab Institutional prior to 2009. Xxxxxx Xxxxxx White was born in 1969. He has a BBA from the College of Xxxxxxx and Xxxx. He is Managing Director, Investor and Investment Solutions and Chief Investment Officer and has served in that position as Managing Director and Chief Investment Officer since 2009. He joined LPL in 2007 as a Managing Director and Director of Research. Prior to joining LPL, he was Managing Director and Director of Research at Wachovia Securities from 2000 to 2007. Xxxxx Xxxxx Xxxxx-Xxxxx was born in 1976. She has a BA in Math and Economics from Trinity College, an MBA and MSF from Boston College, and a JD from Boston College Law School. She is Senior Vice President and Director of Research at LPL and joined the LPL Research Department in 2006. Prior to joining LPL, she was an analyst at Xxxxxxx Associates. Xxxxxx Xxxxx Xxxxxxx was born in 1981. He has an AB in History from Xxxxx University. He is a Vice President for LPL Financial Research and has been with the firm since 2008. Prior to joining LPL, he served as a Vice President in the Advisory Services Group at Wachovia Securities, LLC. Xxxxxx Xxxxx Xxxxxx was born in 1973. He has a BA in Economics and a BS in Cognitive Science from the University of California at San Diego. He is the Research Operating Officer of LPL, and has served in that position since 2014. Prior to joining LPL, Xx. Xxxxxx was Head of Due Diligence at Fortigent. Prior to Fortigent, he was a Due Diligence analyst at Xxxxxx & Associates. Xxxxxxx Xxxx Xxxxxxxx was born in 1968. He received a BA in Political Science from the University of Connecticut, and he received a JD from the University of Pittsburgh School of Law and an MBA from the Xxxxxx School of Business at Carnegie Mellon University concurrently. He joined LPL in 2015 as a Senior Vice President and Wealth Strategist. He was the Director of Research at the GM Advisory Group in New York from 2013 to 2015, and a partner and portfolio manager at Newgate Capital in Greenwich, CT from 2005 to 2013.

Appears in 9 contracts

Samples: Account Agreement, Account Agreement, Account Agreement

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Educational Background and Business Experience. Xxxxxx Xxxxxxx Xxxxx was born in 1981. He has a BA in Economics from the College of the Holy Cross, and an MBA from Boston University. He is a Vice President and joined the LPL Research Department in 2011. Prior to joining LPL, he was an Investment Associate at Xxxxxx Investments. Xxxx Xxxxx was born in 1963. He has a BA in History from Villanova University and an MBA in Finance from The College of Xxxxxxx and Xxxx. He joined LPL Financial in April, 2017 as Chief Investment Strategist and Executive Vice President, Research. He has been in the investment business for 30 years, having spent the last 20 years at Xxxxx Fargo, where he held leadership roles in research and investment strategy for the brokerage, asset management and private banking divisions. Xxxxxx Xxxxxx was born in 1960. He has a BA from the University of Iowa. He is Executive Vice President of Trading and Client Compensation at LPL and joined LPL in 2010. Prior to joining LPL, Xx. Xxxxxx was an internal business consultant at Fidelity Investments from 2009 to 2010, and a Vice President at Schwab Institutional prior to 2009. Xxxxxx Xxxxxx White was born in 1969. He has a BBA from the College of Xxxxxxx and Xxxx. He is a Managing Director, Investor and Investment Solutions Director and Chief Investment Officer of LPL, and has served in that position as Managing Director and Chief Investment Officer since 2009. He joined LPL in 2007 as a Managing Director and Director of Research. Prior to joining LPL, he was Managing Director and Director of Research at Wachovia Securities from 2000 to 2007. Xxxx X. Xxxxxxx, Xx. was born in 1964. He has a BA from Villanova University. He is Senior Vice President and Economist at LPL and joined the LPL Research Department in 2007. Prior to joining LPL, he was a Senior Investment Strategist at PNC Wealth Management. Xxxxx Xxxxx Xxxxx-Xxxxx was born in 1976. She has a BA in Math and Economics from Trinity College, an MBA and MSF from Boston College, and a JD from Boston College Law School. She is Senior Vice President and Director of Research at LPL and joined the LPL Research Department in 2006. Prior to joining LPL, she was an analyst at Xxxxxxx Associates. Xxxxxx Xxxxx Xxxxxxx was born in 1981. He has an AB in History from Xxxxx University. He is a Vice President for LPL Financial Research and has been with the firm since 2008. Prior to joining LPL, he served as a Vice President in the Advisory Services Group at Wachovia Securities, LLC. Xxxxxx Xxxxx Xxxxxx was born in 1973. He has a BA in Economics and a BS in Cognitive Science from the University of California at San Diego. He is the Research Operating Officer of LPL, and has served in that position since 2014. Prior to joining LPL, Xx. Xxxxxx was Head of Due Diligence at Fortigent. Prior to Fortigent, he was a Due Diligence analyst at Xxxxxx & Associates. Xxxxxxx Xxxx Xxxxxxxx was born in 1968. He received a BA in Political Science from the University of Connecticut, and he received a JD from the University of Pittsburgh School of Law and an MBA from the Xxxxxx School of Business at Carnegie Mellon University concurrently. He joined LPL in 2015 as a Senior Vice President and Wealth Strategist. He was the Director of Research at the GM Advisory Group in New York from 2013 to 2015, and a partner and portfolio manager at Newgate Capital in Greenwich, CT from 2005 to 2013. Xxxxxxx Xxxx Xxxxxx was born in 1970. He has a BA from the University of California at San Diego. He is Senior Vice President, Market Strategist, at LPL and joined the LPL Research Department in 2002. He has been employed by LPL since 1993. Xxxxxx Xxxxxx was born in 1960. He has a BA from the University of Iowa. He is Executive Vice President of Trading and Client Compensation at LPL and joined LPL in 2010. Prior to joining LPL, Xx. Xxxxxx was an internal business consultant at Fidelity Investments from 2009 to 2010, and a Vice President at Schwab Institutional prior to 2009. Xxxxxx Xxxxx Xxxxxx was born in 1973. He has a BA in Economics and a BS in Cognitive Science from the University of California at San Diego. He is the Research Operating Officer of LPL, and has served in that position since 2014. Prior to joining LPL, Xx. Xxxxxx was Head of Due Diligence at Fortigent. Prior to Fortigent, he was a Due Diligence analyst at Xxxxxx & Associates. Xxxxxx Xxxxxxx Xxxxx was born in 1981. He has a BA in Economics from the College of the Holy Cross, and an MBA from Boston University. He is an Assistant Vice President and joined the LPL Research Department in 2011. Prior to joining LPL, he was an Investment Associate at Xxxxxx Investments.

Appears in 1 contract

Samples: Retirement Plan Consulting Agreement

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Educational Background and Business Experience. Xxxxxx Xxxxxxx Xxxxx was born in 1981. He has a BA in Economics from the College of the Holy Cross, and an MBA from Boston University. He is a Vice President and joined the LPL Research Department in 2011. Prior to joining LPL, he was an Investment Associate at Xxxxxx Investments. Xxxx Xxxxx was born in 1963. He has a BA in History from Villanova University and an MBA in Finance from The College of Xxxxxxx and Xxxx. He joined LPL Financial in April, 2017 as Chief Investment Strategist and Executive Vice President, Research. He has been in the investment business for 30 years, having spent the last 20 years at Xxxxx Fargo, where he held leadership roles in research and investment strategy for the brokerage, asset management and private banking divisions. Xxxxxx Xxxxxx was born in 1960. He has a BA from the University of Iowa. He is Executive Vice President of Trading and Client Compensation at LPL and joined LPL in 2010. Prior to joining LPL, Xx. Xxxxxx was an internal business consultant at Fidelity Investments from 2009 to 2010, and a Vice President at Schwab Institutional prior to 2009. Xxxxxx Xxxxxx White Xxxxx was born in 1969. He has a BBA from the College of Xxxxxxx and Xxxx. He is Managing Director, Investor and Investment Solutions and Chief Investment Officer and has served in that position as Managing Director and Chief Investment Officer since 2009. He joined LPL in 2007 as a Managing Director and Director of Research. Prior to joining LPL, he was Managing Director and Director of Research at Wachovia Securities from 2000 to 2007. Xxxxx Xxxxx Xxxxx-Xxxxx was born in 1976. She has a BA in Math and Economics from Trinity College, an MBA and MSF from Boston College, and a JD from Boston College Law School. She is Senior Vice President and Director of Research at LPL and joined the LPL Research Department in 2006. Prior to joining LPL, she was an analyst at Xxxxxxx Associates. Xxxxxx Xxxxx Xxxxxxx was born in 1981. He has an AB in History from Xxxxx Brown University. He is a Vice President for LPL Financial Research and has been with the firm since 2008. Prior to joining LPL, he served as a Vice President in the Advisory Services Group at Wachovia Securities, LLC. Xxxxxx Xxxxx Xxxxxx was born in 1973. He has a BA in Economics and a BS in Cognitive Science from the University of California at San Diego. He is the Research Operating Officer of LPL, and has served in that position since 2014. Prior to joining LPL, Xx. Xxxxxx was Head of Due Diligence at Fortigent. Prior to Fortigent, he was a Due Diligence analyst at Xxxxxx & Associates. Xxxxxxx Xxxx Xxxxxxxx was born in 1968. He received a BA in Political Science from the University of Connecticut, and he received a JD from the University of Pittsburgh School of Law and an MBA from the Xxxxxx School of Business at Carnegie Mellon University concurrently. He joined LPL in 2015 as a Senior Vice President and Wealth Strategist. He was the Director of Research at the GM Advisory Group in New York from 2013 to 2015, and a partner and portfolio manager at Newgate Capital in Greenwich, CT from 2005 to 2013.

Appears in 1 contract

Samples: Account Agreement

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