Cathy Lynn Thomas
Gründer bei Triangle Securities Wealth Management, Inc.
Aktive Positionen von Cathy Lynn Thomas
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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. | Compliance Officer | 01.08.2008 | - |
| Geschäftsführer | 01.08.2008 | - | |
| Gründer | 01.08.2008 | - |
Karriereverlauf von Cathy Lynn Thomas
Ehemalige bekannte Positionen von Cathy Lynn Thomas
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
| Wheat First Securities, Inc. | Corporate Officer/Principal | 31.12.1999 | 31.12.1999 |
Davenport & Co. LLC
 Davenport & Co. LLC Investment ManagersFinance Davenport & Co. LLC (Davenport) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1863 and is a subsidiary of Davenport & Co. of Virginia, Inc. Davenport manages separate accounts for individuals, institutions, ERISA plans, trusts, estates, corporations, and other types of entities. They also serve as the Advisor to various mutual funds. | Corporate Officer/Principal | - | - |
Ausbildung von Cathy Lynn Thomas
| Old Dominion University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 5 |
Operativ
| Corporate Officer/Principal | 2 |
| Compliance Officer | 1 |
| Chief Operating Officer | 1 |
Sektoral
| Finance | 4 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
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 |
Davenport & Co. LLC
Davenport & Co. LLC Investment ManagersFinance Davenport & Co. LLC (Davenport) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1863 and is a subsidiary of Davenport & Co. of Virginia, Inc. Davenport manages separate accounts for individuals, institutions, ERISA plans, trusts, estates, corporations, and other types of entities. They also serve as the Advisor to various mutual funds. | Finance |
| Wheat First Securities, Inc. | Finance |
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