Susan Lee Ann Franklin
Nessuna posizione attualmente
Profilo
Susan Lee Ann Franklin worked as an Associate Portfolio Manager at Triangle Securities Wealth Management, Inc. from 2017 to 2021.
She obtained an undergraduate degree from Plymouth State University.
Precedenti posizioni note di Susan Lee Ann Franklin
| Società | Posizione | Fine |
|---|---|---|
Triangle Securities Wealth Management, Inc.
 Triangle Securities Wealth Management, Inc. Investment ManagersFinance Triangle Securities Wealth Management, Inc., do-business-as Triangle Wealth Management (TWM), is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2008 by Cathy L. Thomas and Paul D. Reynolds, III. TWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. | Gestore di Portafoglio-Azioni | 01/12/2021 |
Formazione di Susan Lee Ann Franklin
| Plymouth State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 1 |
|---|---|
Triangle Securities Wealth Management, Inc.
Triangle Securities Wealth Management, Inc. Investment ManagersFinance Triangle Securities Wealth Management, Inc., do-business-as Triangle Wealth Management (TWM), is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2008 by Cathy L. Thomas and Paul D. Reynolds, III. TWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. | Finance |
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