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Career history of Marc Wallace Tollefson
Former positions of Marc Wallace Tollefson
Companies | Position | Start | End |
---|---|---|---|
Prime Advisors, Inc.
![]() Prime Advisors, Inc. Investment ManagersFinance Founded in 1988 by Duane Castles, Prime Advisors, Inc. is a registered investment advisor located in Redmond, Washington. The firm is a subsidiary of Sun Life Financial (US) Investments LLC and their ultimate parent Sun Life Financial, Inc. (NYSE: SLF). Prime Advisors generally provides portfolio management services to insurance companies, high net-worth family offices, foundations, and trusts. | Chief Investment Officer | 2003-12-31 | 2019-12-30 |
Portfolio Manager-Fixed Income | 2003-12-31 | 2019-12-30 | |
Quellos Group LLC
![]() Quellos Group LLC Investment ManagersFinance Founded in 1994, Quellos Group LLC is a hedge fund manager located in Seattle, Washington. | Corporate Officer/Principal | 2003-12-30 | 2003-12-30 |
First International Bank & Trust (Watford City, North Dakota)
![]() First International Bank & Trust (Watford City, North Dakota) Regional BanksFinance First International Bank & Trust operates as a state chartered commercial bank. It offers banking, mortgages, loans, wealth management and insurance services. The company was founded on December 1, 1993 and is headquartered in Watford City, ND. | Director/Board Member | - | - |
Federal Home Loan Bank of Seattle
![]() Federal Home Loan Bank of Seattle Finance/Rental/LeasingFinance Federal Home Loan Bank of Seattle operates as a federally chartered bank which provides liquidity and funding services. It offers collateralized loans, provides letters of credit, accept deposits and other services to its members. The firm works with non-profit organizations to provide housing and community economic development funds through direct subsidy grants and low or no-interest loans for individuals and communities in need. The company was founded in 1964 and is headquartered in Seattle, WA. | Corporate Officer/Principal | - | - |
Seattle-First National Bank, Inc. | Corporate Officer/Principal | - | - |
Gelber Group LLC
![]() Gelber Group LLC Investment Banks/BrokersFinance Gelber Group LLC provides trade execution, clearing, and risk management services. It offers facilities management and clearing services such as statement generation and risk management for exchanges and financial institutions. The company was founded by Brian Gelber and Frank Gelber in 1982 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - | - |
GE Financial Assurance Holdings LLC
![]() GE Financial Assurance Holdings LLC Investment ManagersFinance GE Financial Assurance Holdings, Inc. used to provide administrative, customer assistance and other services. The company was a provider of array of life, pension, annuity and mutual fund products as well as more immediate financial instruments such as auto insurance and supplemental health coverage. The company was headquartered in Richmond, VA. | Corporate Officer/Principal | - | - |
Training of Marc Wallace Tollefson
University of Puget Sound | Undergraduate Degree |
Statistics
International
United States | 9 |
Operational
Corporate Officer/Principal | 5 |
Chief Investment Officer | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectoral
Finance | 8 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 7 |
---|---|
GE Financial Assurance Holdings LLC
![]() GE Financial Assurance Holdings LLC Investment ManagersFinance GE Financial Assurance Holdings, Inc. used to provide administrative, customer assistance and other services. The company was a provider of array of life, pension, annuity and mutual fund products as well as more immediate financial instruments such as auto insurance and supplemental health coverage. The company was headquartered in Richmond, VA. | Finance |
Gelber Group LLC
![]() Gelber Group LLC Investment Banks/BrokersFinance Gelber Group LLC provides trade execution, clearing, and risk management services. It offers facilities management and clearing services such as statement generation and risk management for exchanges and financial institutions. The company was founded by Brian Gelber and Frank Gelber in 1982 and is headquartered in Chicago, IL. | Finance |
Prime Advisors, Inc.
![]() Prime Advisors, Inc. Investment ManagersFinance Founded in 1988 by Duane Castles, Prime Advisors, Inc. is a registered investment advisor located in Redmond, Washington. The firm is a subsidiary of Sun Life Financial (US) Investments LLC and their ultimate parent Sun Life Financial, Inc. (NYSE: SLF). Prime Advisors generally provides portfolio management services to insurance companies, high net-worth family offices, foundations, and trusts. | Finance |
Federal Home Loan Bank of Seattle
![]() Federal Home Loan Bank of Seattle Finance/Rental/LeasingFinance Federal Home Loan Bank of Seattle operates as a federally chartered bank which provides liquidity and funding services. It offers collateralized loans, provides letters of credit, accept deposits and other services to its members. The firm works with non-profit organizations to provide housing and community economic development funds through direct subsidy grants and low or no-interest loans for individuals and communities in need. The company was founded in 1964 and is headquartered in Seattle, WA. | Finance |
Quellos Group LLC
![]() Quellos Group LLC Investment ManagersFinance Founded in 1994, Quellos Group LLC is a hedge fund manager located in Seattle, Washington. | Finance |
First International Bank & Trust (Watford City, North Dakota)
![]() First International Bank & Trust (Watford City, North Dakota) Regional BanksFinance First International Bank & Trust operates as a state chartered commercial bank. It offers banking, mortgages, loans, wealth management and insurance services. The company was founded on December 1, 1993 and is headquartered in Watford City, ND. | Finance |
Seattle-First National Bank, Inc. | Finance |