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Ai Prentice
Inga fler pågående positioner
Profil
Prior to joining 1st Global Advisors, Mr. Prentice has worked with hundreds of tax and accounting professionals to introduce financial services and develop successful wealth management practices.
In doing so, he has developed an expertise in the unique structural and entity setup options for tax and accounting firms, compensation strategies, succession planning and quantification models for valuing financial services firms.
He earned his Master of Business Administration in finance from Neeley Business School at Texas Christian University.
While studying at TCU, he served as analyst and administrator for the William C.
Connor Foundation's Educational Investment Fund.
Additionally, he has worked both as an Internet analyst for a Fort Worth hedge fund and as a REIT analyst for a Dallas asset management company.
His previous experience includes 12 years in the telecommunication industry working for Motorola and five years in the domestic oil and gas industry.
In addition to his Master of Business Administration, Mr. Prentice earned a Bachelor of Arts and Master of Education from the University of Louisiana at Lafayette.
Al is a registered representative who has passed the FINRA Series 7, 24 and 66 examinations.
He has also successfully completed Level I of the Chartered Financial Analyst Program.
He is also a member of the Financial Planning Association and the Investment Management Consultants Association.
Tidigare kända positioner av Ai Prentice
| Företag | Position | Slut |
|---|---|---|
Motorola, Inc.
 Motorola, Inc. Telecommunications EquipmentElectronic Technology Develops communication and electronic solutions | Försäljning & Marknadsföring | 1997-12-31 |
Superior Oil Co.
 Superior Oil Co. Oil & Gas ProductionEnergy Minerals Provides oil and gas exploration, production & drilling services | Företagsledare/Principal | 1984-12-31 |
1st Global Advisors, Inc.
 1st Global Advisors, Inc. Investment ManagersFinance 1st Global Advisors' investment philosophy is based on the principles of diversification and strategic asset allocation. The firm's platform of investment advisory services is referred to as Investment Management Solutions (IMS). Through IMS, clients have access to a wide range of investment products, including, but not limited to, mutual funds, ETFs, common and preferred stocks, municipal, corporate and government fixed income securities, unit investment trusts, certificates of deposit and alternative investments such as fund-of-funds hedge funds, structured investments and private equity. The investment management solutions offered through IMS include Ultra-Conservative, Conservative, Moderate, Growth, and Aggressive Growth. All IMS programs, except Core/Satellite model portfolios, offer access to fund-of-funds hedge funds, private equity and structured investments. For qualified clients, the firm offer access to other illiquid investment alternatives, such as non-publicly traded REITs and limited partnership interests. | Företagsledare/Principal | 2011-09-20 |
Ai Prentices utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
98
Första gradens relationer
5
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 5 |
|---|---|
Motorola, Inc.
Motorola, Inc. Telecommunications EquipmentElectronic Technology Develops communication and electronic solutions | Electronic Technology |
1st Global Advisors, Inc.
1st Global Advisors, Inc. Investment ManagersFinance 1st Global Advisors' investment philosophy is based on the principles of diversification and strategic asset allocation. The firm's platform of investment advisory services is referred to as Investment Management Solutions (IMS). Through IMS, clients have access to a wide range of investment products, including, but not limited to, mutual funds, ETFs, common and preferred stocks, municipal, corporate and government fixed income securities, unit investment trusts, certificates of deposit and alternative investments such as fund-of-funds hedge funds, structured investments and private equity. The investment management solutions offered through IMS include Ultra-Conservative, Conservative, Moderate, Growth, and Aggressive Growth. All IMS programs, except Core/Satellite model portfolios, offer access to fund-of-funds hedge funds, private equity and structured investments. For qualified clients, the firm offer access to other illiquid investment alternatives, such as non-publicly traded REITs and limited partnership interests. | Finance |
Superior Oil Co.
Superior Oil Co. Oil & Gas ProductionEnergy Minerals Provides oil and gas exploration, production & drilling services | Energy Minerals |
Texas Christian University
 Texas Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Louisiana at Lafayette
 University of Louisiana at Lafayette Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
