Teri May McCasland
Responsabile della Conformità presso SFE Investment Counsel Inc.
Profilo
Ms. Teri M.
McCasland is a Secretary & Chief Compliance Officer at SFE Investment Counsel Inc. Ms. McCasland monitors the regulatory environment, ensuring that the firm and its partners meet myriad reporting requirements from Washington.
She is a member of the SFE Investment Committee and a shareholder in the firm.
Prior to joining the firm in April 1981, she worked with Connecticut General Life Insurance in 1969, working in the Securities Accounting Division.
She began her career in the brokerage industry as the assistant to the VP of Operations at Diversified Securities.
Ms. McCasland received her BS Business Management degree from Pepperdine University.
Posizioni attive di Teri May McCasland
Società | Posizione | Inizio |
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SFE Investment Counsel Inc.
SFE Investment Counsel Inc. Investment ManagersFinance SFE Investment Counsel, Inc. (SFE) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Earl Fisher in 1977. SFE provides investment advice and portfolio management services to individuals, families, trusts, charitable organizations, retirement plans, businesses and institutional investors. | Responsabile della Conformità | - |
Formazione di Teri May McCasland
Pepperdine University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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SFE Investment Counsel Inc.
SFE Investment Counsel Inc. Investment ManagersFinance SFE Investment Counsel, Inc. (SFE) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Earl Fisher in 1977. SFE provides investment advice and portfolio management services to individuals, families, trusts, charitable organizations, retirement plans, businesses and institutional investors. | Finance |
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