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Profile
Heath Harold Hamrick worked as a Senior Advisor at Northwestern Mutual Wealth Management Co. in 2010.
He was a Credit Analyst at Compass Bank from 2000 to 2004.
From 2004 to 2009, he worked as a Financial Advisor at Edward D.
Jones & Co. LP (Investment Management).
In 2010, he joined J.
Team Financial, Inc. as a Senior Financial Planner and worked there until 2017.
Hamrick received his undergraduate degree from Abilene Christian University in 1998.
Former positions of Heath Harold Hamrick
| Companies | Position | End |
|---|---|---|
J. Team Financial, Inc.
 J. Team Financial, Inc. Investment ManagersFinance TFS’ security analysis methods may include fundamental analysis, financial analysis, technical analysis, charting, cyclical and macro-economic analysis. The main sources of information include, but are not limited to, financial newspapers and magazines, research materials prepared by others, corporate rating services, annual reports, prospectuses, filings with the SEC, and company press releases. The firm also pays a subscription for certain services to provide current information on stocks, bonds, mutual funds, ETF, and index funds. TFS’ investment committee develops and maintains models that can be assigned for a given client risk tolerance. To match the goals and objectives of the client while taking into account current macro conditions and the client’s risk tolerance, the primary investment strategy used on client accounts is strategic asset allocation. | Portfolio Manager-Equities | 27/03/2017 |
Northwestern Mutual Wealth Management Co.
 Northwestern Mutual Wealth Management Co. Savings BanksFinance Operates as a federally chartered savings bank | Corporate Officer/Principal | 31/03/2010 |
Edward D. Jones & Co. LP (Investment Management)
 Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward Jones-IM constructs the asset allocation for each Account Portfolio Objective using different Program Funds and different target weightings of Asset Allocation Categories, considering risk tolerance, time horizon and the purpose of investing funds into Advisory Solutions Fund Models. | Corporate Officer/Principal | 30/04/2009 |
Compass Bank (Birmingham, Alabama) (Old)
 Compass Bank (Birmingham, Alabama) (Old) Investment ManagersFinance Compass' trust officers are value managers who invest almost exclusively in U.S. large-cap stocks. Portfolios are overweighted in financial services and industrials as compared to the S&P 500. | Corporate Officer/Principal | 30/04/2004 |
Training of Heath Harold Hamrick
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
31
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. Savings BanksFinance Operates as a federally chartered savings bank | Finance |
Compass Bank (Birmingham, Alabama) (Old)
Compass Bank (Birmingham, Alabama) (Old) Investment ManagersFinance Compass' trust officers are value managers who invest almost exclusively in U.S. large-cap stocks. Portfolios are overweighted in financial services and industrials as compared to the S&P 500. | Finance |
Abilene Christian University
 Abilene Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward Jones-IM constructs the asset allocation for each Account Portfolio Objective using different Program Funds and different target weightings of Asset Allocation Categories, considering risk tolerance, time horizon and the purpose of investing funds into Advisory Solutions Fund Models. | Finance |
J. Team Financial, Inc.
J. Team Financial, Inc. Investment ManagersFinance TFS’ security analysis methods may include fundamental analysis, financial analysis, technical analysis, charting, cyclical and macro-economic analysis. The main sources of information include, but are not limited to, financial newspapers and magazines, research materials prepared by others, corporate rating services, annual reports, prospectuses, filings with the SEC, and company press releases. The firm also pays a subscription for certain services to provide current information on stocks, bonds, mutual funds, ETF, and index funds. TFS’ investment committee develops and maintains models that can be assigned for a given client risk tolerance. To match the goals and objectives of the client while taking into account current macro conditions and the client’s risk tolerance, the primary investment strategy used on client accounts is strategic asset allocation. | Finance |
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