Profile
Ms. Jennifer K.
Oswalt, CPA, is a Managing Director at United Capital Financial.
since November 2011.
She previously worked as Research Associate at Sovereign Wealth Management, Inc, before the firm was acquired by United Capital Financial Advisers LLC.
Prior to joining Sovereign Wealth Management, Ms. Oswalt was employed with Ernst & Young as an Audit Manager in the Memphis office.
Ms. Oswalt received her undergraduate and graduate degrees in Accounting from the University of Tennessee.
She is a Certified Public Accountant.
Former positions of Jennifer K. Oswalt
| Companies | Position | End |
|---|---|---|
United Capital Financial Advisers LLC
 United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Portfolio Manager-Equities | 2012-06-29 |
Sovereign Wealth Management, Inc.
 Sovereign Wealth Management, Inc. Investment ManagersFinance Founded by B. Lane Carrick in 1998, Sovereign Wealth Management, Inc. is a privately held, comprehensive wealth management company headquartered in Memphis, Tennessee with additional offices in Nashville, Tennessee and Denver, Colorado | Corporate Officer/Principal | 2010-11-13 |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Comptroller/Controller/Auditor | - |
Training of Jennifer K. Oswalt
| University of Tennessee | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Sovereign Wealth Management, Inc.
Sovereign Wealth Management, Inc. Investment ManagersFinance Founded by B. Lane Carrick in 1998, Sovereign Wealth Management, Inc. is a privately held, comprehensive wealth management company headquartered in Memphis, Tennessee with additional offices in Nashville, Tennessee and Denver, Colorado | Finance |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial Services |
United Capital Financial Advisers LLC
United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Finance |
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