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Jody Team
Amministratore Delegato presso J. Team Financial, Inc.
Profilo
Mr. Joseph S.
Team is a President & Chief Executive Officer at J.
Team Financial, Inc. He is also a Portfolio Manager at the firm.
Mr. Team was previously employed as a Financial Planner by Briaud Financial Planning, Inc.
He received a BBA in Finance from Abilene Christian University in May 2001.
He earned the Certified Financial Planner designation in June 2004.
Posizioni attive di Jody Team
Società | Posizione | Inizio |
---|---|---|
J. Team Financial, Inc.
![]() J. Team Financial, Inc. Investment ManagersFinance J. Team Financial, Inc. (TFS) is a registered investment adviser founded in 2005. Headquartered in Abilene, Texas, TFS provides personalized confidential financial planning and investment management to individuals, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, registered investment companies and small businesses. | Amministratore Delegato | - |
Precedenti posizioni note di Jody Team
Società | Posizione | Fine |
---|---|---|
Briaud Financial Planning, Inc.
![]() Briaud Financial Planning, Inc. Investment ManagersFinance Briaud Financial Planning, Inc. (Briaud) is an independent registered investment advisor and wealth management firm headquartered in College Station, Texas. The firm was founded by Janet Briaud in 1986. Briaud offers comprehensive advisory and investment services to high net worth families and individuals across the US. | Corporate Officer/Principal | 01/03/2005 |
Formazione di Jody Team
Abilene Christian University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Briaud Financial Planning, Inc.
![]() Briaud Financial Planning, Inc. Investment ManagersFinance Briaud Financial Planning, Inc. (Briaud) is an independent registered investment advisor and wealth management firm headquartered in College Station, Texas. The firm was founded by Janet Briaud in 1986. Briaud offers comprehensive advisory and investment services to high net worth families and individuals across the US. | Finance |
J. Team Financial, Inc.
![]() J. Team Financial, Inc. Investment ManagersFinance J. Team Financial, Inc. (TFS) is a registered investment adviser founded in 2005. Headquartered in Abilene, Texas, TFS provides personalized confidential financial planning and investment management to individuals, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, registered investment companies and small businesses. | Finance |
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