Audrey Boulieu
Plus aucun poste en cours
Profil
Ms. Audrey Boulieu is Financial Planner at TGS Financial Advisors.
She joined TGS Financial Advisors in November 2010.
She runs planning simulations, assists in the preparation of annual progress reports and supports the advisor team with financial planning issues.
Ms. Boulieu holds a Bachelor of Business Administration in finance from Fox School of Business at Temple University.
Anciens postes connus de Audrey Boulieu
| Sociétés | Poste | Fin |
|---|---|---|
Professional Financial Advisors, Inc. (Radnor, Pennsylvania)
 Professional Financial Advisors, Inc. (Radnor, Pennsylvania) Investment ManagersFinance Professional Financial Advisors, Inc. (dba TGS Financial Advisors) is an independent SEC-registered wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Jim Hemphill and Dave Burd in 1990. TGS Financial Advisors offers discretionary investment advisory services, financial planning, and related consulting services to individuals, business entities, trusts, estates, charitable organizations, and pension and profit-sharing plans. | Corporate Officer/Principal | - |
Formation de Audrey Boulieu
| Temple University (Pennsylvania) | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Professional Financial Advisors, Inc. (Radnor, Pennsylvania)
Professional Financial Advisors, Inc. (Radnor, Pennsylvania) Investment ManagersFinance Professional Financial Advisors, Inc. (dba TGS Financial Advisors) is an independent SEC-registered wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Jim Hemphill and Dave Burd in 1990. TGS Financial Advisors offers discretionary investment advisory services, financial planning, and related consulting services to individuals, business entities, trusts, estates, charitable organizations, and pension and profit-sharing plans. | Finance |
