Profil
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.
Aktive Positionen von Jody Team
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Vorstandsvorsitzender | - |
Ehemalige bekannte Positionen von Jody Team
| Unternehmen | Position | Ende |
|---|---|---|
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 |
Ausbildung von Jody Team
| Abilene Christian University | 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 |
|---|---|
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 |
