Beth Ann Tumblison
Analyst-Equity bei Bragg Financial Advisors, Inc.
Profil
Ms. Beth A.
Tumblison is a Portfolio Analyst at Bragg Financial Advisors, Inc. She oversees portfolio reporting and performance measurement for the wealth management clients of Bragg Financial Advisors.
She joined Bragg Financial in 1997 from Wachovia Bank (now Wells Fargo), where she worked in investment account administration.
She received her undergraduate degree from Ohio Institute of Technology and an undergraduate degree from Owens Community College.
Aktive Positionen von Beth Ann Tumblison
| Unternehmen | Position | Beginn |
|---|---|---|
Bragg Financial Advisors, Inc.
 Bragg Financial Advisors, Inc. Investment ManagersFinance Bragg Financial Advisors, Inc. (Bragg) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded by J. Frank Bragg, Jr. in 1964. Bragg provides advisory services to individuals, investment companies which includes mutual funds, pension and profit-sharing plans and charitable organizations. | Analyst-Equity | 01.01.1997 |
Ehemalige bekannte Positionen von Beth Ann Tumblison
| Unternehmen | Position | Ende |
|---|---|---|
| Wachovia Bank of Florida | Corporate Officer/Principal | 31.12.1996 |
Ausbildung von Beth Ann Tumblison
| Ohio Institute of Technology | Undergraduate Degree |
| Owens Community College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Bragg Financial Advisors, Inc.
Bragg Financial Advisors, Inc. Investment ManagersFinance Bragg Financial Advisors, Inc. (Bragg) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded by J. Frank Bragg, Jr. in 1964. Bragg provides advisory services to individuals, investment companies which includes mutual funds, pension and profit-sharing plans and charitable organizations. | Finance |
| Wachovia Bank of Florida | Finance |