Profil
Mr. Sylvain Templeman, CFA MBA, is Vice President at Pacific Financial Group, Inc.
Mr. Templeman joined the TPFG team in October 2007.
Over the past several years he has established a reputation as a wholesaler within the independent broker/dealer community with his knowledge of a wide range of investment products through workshops for Investors & Financial Advisors, as well as, continuing education seminars for CFPs and CPAs.
Mr. Sylvain received his undergraduate business degree with honors in 1996 at California State University, Fresno, and his M.B.A.
with honors in Finance at California State University, Hayward in 2004.
He holds NASD licenses series 7, 6, 63, 65, as well as California Insurance licenses for life, health & disability.
Anciens postes connus de Sylvain Templeman
| Sociétés | Poste | Fin |
|---|---|---|
| Icon Investments, Inc. | Corporate Officer/Principal | 01/08/2007 |
Pacific Financial Group, Inc.
 Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Corporate Officer/Principal | - |
Formation de Sylvain Templeman
| California State University-Fresno | Undergraduate Degree |
| California State University-East Bay | Masters Business Admin |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Pacific Financial Group, Inc.
Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
| Icon Investments, Inc. |