Career history of Robert Verne Bolen
Former positions of Robert Verne Bolen
| Companies | Position | Start | End |
|---|---|---|---|
Bolen Asset Management, Inc.
 Bolen Asset Management, Inc. Investment ManagersFinance Envision Wealth Planning is a registered investment advisor located in Brentwood, Tennessee. They were formerly known as Bolen Dodson & Associates. The firm was founded in August 2005 as the result of a merger between Bolen Asset Management and Lori A. Dodson & Associates. Envision Wealth Planning serves primarily individuals and high net-worth individuals, as well as corporate pension and profit-sharing plans, trusts, charitable institutions and foundations. | Chief Investment Officer | 2006-07-31 | 2017-07-24 |
| Founder | 2006-07-31 | 2017-07-24 | |
| Portfolio Manager-Equities | 2006-07-31 | 2017-07-24 | |
| President | 2006-07-31 | 2017-07-24 | |
| J. C. Bradford & Co., Inc. | Corporate Officer/Principal | 1999-12-31 | 1999-12-31 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | 2001-12-31 | - |
| Equitable Securities Corp. | Corporate Officer/Principal | - | - |
The Prudential Insurance Company of America, Inc.
 The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ. | Corporate Officer/Principal | 1985-12-31 | - |
Training of Robert Verne Bolen
| Indiana University | Masters Business Admin |
| University of Western Kentucky | Undergraduate Degree |
Statistics
International
| United States | 8 |
Operational
| Corporate Officer/Principal | 4 |
| Chief Investment Officer | 1 |
| Founder | 1 |
Sectoral
| Finance | 6 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 5 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
| Equitable Securities Corp. | Finance |
| J. C. Bradford & Co., Inc. | Finance |
Bolen Asset Management, Inc.
Bolen Asset Management, Inc. Investment ManagersFinance Envision Wealth Planning is a registered investment advisor located in Brentwood, Tennessee. They were formerly known as Bolen Dodson & Associates. The firm was founded in August 2005 as the result of a merger between Bolen Asset Management and Lori A. Dodson & Associates. Envision Wealth Planning serves primarily individuals and high net-worth individuals, as well as corporate pension and profit-sharing plans, trusts, charitable institutions and foundations. | Finance |
The Prudential Insurance Company of America, Inc.
The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ. | Finance |
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