Profil
Ms. Lotfi joined TGS Financial Advisors in April 2007.
She has several years experience in the financial industry including working in the Merrill Lynch office.
She re-entered the workforce in 2004.
Anciens postes connus de Carol Perry Lotfi
| 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. | Sales & Marketing | 31/12/2010 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
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 |
