Career history of Lori D. Gillem
Former positions of Lori D. Gillem
| Companies | Position | Start | End |
|---|---|---|---|
Walstad Investment Counsel, Inc.
 Walstad Investment Counsel, Inc. Investment ManagersFinance Walstad Investment Counsel, Inc. provides investment advice. The private company is based in Santa Barbara, CA. | Corporate Officer/Principal | 2005-03-31 | 2005-03-31 |
STW Fixed Income Management
 STW Fixed Income Management Investment ManagersFinance Founded in 1977, STW Fixed Income Management is a registered investment advisor and specialty bond manager located in Carpinteria, California. The firm manages portfolios of taxable and tax-exempt bonds for high net-worth individuals, wealthy families, insurance companies, nuclear decommissioning trusts and settlement trusts. | Corporate Officer/Principal | 1994-12-31 | 1994-12-31 |
West Coast Asset Management, Inc.
 West Coast Asset Management, Inc. Investment ManagersFinance Founded in 2000 by Paul Orfalea and Lance Helfert, West Coast Asset Management Inc. is a registered investment advisor located in Montecito, California. They manage the West Coast Opportunity Fund LLC. | Chief Operating Officer | 2005-03-31 | - |
Training of Lori D. Gillem
| Montgomery College | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Corporate Officer/Principal | 2 |
| Chief Operating Officer | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
West Coast Asset Management, Inc.
West Coast Asset Management, Inc. Investment ManagersFinance Founded in 2000 by Paul Orfalea and Lance Helfert, West Coast Asset Management Inc. is a registered investment advisor located in Montecito, California. They manage the West Coast Opportunity Fund LLC. | Finance |
Walstad Investment Counsel, Inc.
Walstad Investment Counsel, Inc. Investment ManagersFinance Walstad Investment Counsel, Inc. provides investment advice. The private company is based in Santa Barbara, CA. | Finance |
STW Fixed Income Management
STW Fixed Income Management Investment ManagersFinance Founded in 1977, STW Fixed Income Management is a registered investment advisor and specialty bond manager located in Carpinteria, California. The firm manages portfolios of taxable and tax-exempt bonds for high net-worth individuals, wealthy families, insurance companies, nuclear decommissioning trusts and settlement trusts. | Finance |
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