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Chad William Potter
Analyst-Equity at OFI Steelpath, Inc.
Chad William Potter active positions
Companies | Position | Start | End |
---|---|---|---|
OFI Steelpath, Inc.
![]() OFI Steelpath, Inc. Investment ManagersFinance OFI Steelpath, Inc. is an investment management firm headquartered in Dallas, Texas. The firm was founded in 1959and formerly known as Shareholder Financial Services, Inc. They are a subsidiary of Oppenheimer Acquisition Corp., ultimately held by Invesco Ltd. (NYSE: IVZ). OFI Steelpath provides investment advisory services on a discretionary and non-discretionary basis to a wide variety of clients. | Analyst-Equity | - | - |
Portfolio Manager-Equities | - | - |
Career history of Chad William Potter
Former positions of Chad William Potter
Companies | Position | Start | End |
---|---|---|---|
TRANSATLANTIC PETROLEUM LTD. | Investor Relations Contact | 2011-08-31 | 2013-05-09 |
Public Communications Contact | 2011-08-31 | 2013-05-09 | |
Wachovia Securities LLC
![]() Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Analyst-Equity | 2006-02-28 | 2006-02-28 |
RBC Capital Markets LLC
![]() RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Analyst-Equity | 2013-02-07 | - |
Training of Chad William Potter
Texas State University | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Analyst-Equity | 3 |
Undergraduate Degree | 1 |
Investor Relations Contact | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Energy Minerals | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Wachovia Securities LLC
![]() Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
TransAtlantic Petroleum Ltd.
![]() TransAtlantic Petroleum Ltd. Integrated OilEnergy Minerals TransAtlantic Petroleum Ltd. engages in the acquisition, exploration, development, and production of oil and natural gas. It operates through the following two segments: Turkey and Bulgaria. The company was founded on October 1, 1985 and is headquartered in Addison, TX. | Energy Minerals |
RBC Capital Markets LLC
![]() RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Finance |
OFI Steelpath, Inc.
![]() OFI Steelpath, Inc. Investment ManagersFinance OFI Steelpath, Inc. is an investment management firm headquartered in Dallas, Texas. The firm was founded in 1959and formerly known as Shareholder Financial Services, Inc. They are a subsidiary of Oppenheimer Acquisition Corp., ultimately held by Invesco Ltd. (NYSE: IVZ). OFI Steelpath provides investment advisory services on a discretionary and non-discretionary basis to a wide variety of clients. | Finance |
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