Linda Whitaker
Keine laufenden Positionen mehr
Profil
Ms. Linda Whitaker is a Principal at Comprehensive Investment Solutions LLC.
A member of CIS’s Administrative support staff, she works with our financial planners and clients helping manage client relations and new business services.
She also assists with compliance functions and office technology, handles bookkeeping, marketing, office equipment and supplies, administrative duties, scheduling and maintenance of client records.
Ehemalige bekannte Positionen von Linda Whitaker
| Unternehmen | Position | Ende |
|---|---|---|
Comprehensive Investment Solutions LLC
 Comprehensive Investment Solutions LLC Investment ManagersFinance Founded in 2003, Comprehensive Investment Solutions LLC is a registered investment advisor located in Yardley, Pennsylvania. The firm provides discretionary and non-discretionary investment management services to business owners, executives, professionals, trustees, charitable organizations, corporations, associations, pension and profit sharing plans and other business or government entities. | Compliance Officer | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Comprehensive Investment Solutions LLC
Comprehensive Investment Solutions LLC Investment ManagersFinance Founded in 2003, Comprehensive Investment Solutions LLC is a registered investment advisor located in Yardley, Pennsylvania. The firm provides discretionary and non-discretionary investment management services to business owners, executives, professionals, trustees, charitable organizations, corporations, associations, pension and profit sharing plans and other business or government entities. | Finance |
