![Carol Bieber](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Carol Bieber
Responsabile della Conformità presso
Professional Advisory Services, Inc.
Profilo
Ms. Carol L.
Bieber is a Managing Partner & Vice President at Professional Advisory Services, Inc. As a corporate officer, her responsibilities include Secretary, Treasurer, HR, and Chief Compliance Officer.
She is also a Portfolio Manager and enjoys working with a diverse client base including attorneys, CPAs, physicians, and retirees.
She graduated from the University of Florida with a Bachelor’s degree in 1982.
Posizioni attive di Carol Bieber
| Società | Posizione | Inizio |
|---|---|---|
Professional Advisory Services, Inc.
 Professional Advisory Services, Inc. Investment ManagersFinance PASI primarily invests client dollars in two asset classes – high quality stocks and investment grade corporate and (where appropriate) tax-free municipal bonds. The allocation of dollars to each asset class is tailored to the individual client’s risk tolerance and financial situation. The mix is modified only when dictated by a change in client circumstances or major economic shift. The firm performs fundamental analysis to identify companies suitable for client portfolios using top-down and bottom-up analysis. | Responsabile della Conformità | 01/01/1998 |
Formazione di Carol Bieber
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
86
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Professional Advisory Services, Inc.
Professional Advisory Services, Inc. Investment ManagersFinance PASI primarily invests client dollars in two asset classes – high quality stocks and investment grade corporate and (where appropriate) tax-free municipal bonds. The allocation of dollars to each asset class is tailored to the individual client’s risk tolerance and financial situation. The mix is modified only when dictated by a change in client circumstances or major economic shift. The firm performs fundamental analysis to identify companies suitable for client portfolios using top-down and bottom-up analysis. | Finance |
University of Florida
 University of Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
