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Susan Lee Ann Franklin
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Karriereverlauf von Susan Lee Ann Franklin
Ehemalige bekannte Positionen von Susan Lee Ann Franklin
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. | Portfolio Manager-Aktien | 01.01.2017 | 01.12.2021 |
Ausbildung von Susan Lee Ann Franklin
Plymouth State University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 3 |
Operativ
Undergraduate Degree | 1 |
Portfolio Manager-Equities | 1 |
Sektoral
Consumer Services | 2 |
Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
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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 |
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