Debbie Mitchell
Gestionnaire de Portefeuille-Actions chez Bedell Frazier Investment Counselling LLC
Profil
Ms. Deborah N.
Mitchell, CFA, is a Advisor & Financial Planner at Bedell Frazier Investment Counselling LLC.
She joined the firm in 2015 and has over 20 years of experience in the investment industry, however, her career path began in the field of social work.
After several years as a social worker, she discovered a keen interest in working with investment portfolios and financial planning.
Ms. Mitchell was previously employed as a Vice President & Portfolio Manager by Steven A.
Noroian & Associates, Inc.
Ms. Mitchell received her undergraduate degree from the University of California, Santa Barbara and a graduate degree from The California State University.
She has a Master of Social Work degree from California State LongBeach and holds the Chartered Financial Analyst designation and Certified Financial Planner Certification.
She is a member of the CFA Institute and Financial Planning Association.
Postes actifs de Debbie Mitchell
| Sociétés | Poste | Début |
|---|---|---|
Bedell Frazier Investment Counselling LLC
 Bedell Frazier Investment Counselling LLC Investment ManagersFinance Bedell Frazier Investment Counselling LLC (BFIC) is a SEC-registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Judith Bedell in 1975 as Bedell Investment Counselling LLC. They are a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. BFIC offers investment advisory services to individuals, trusts, estates, charitable organizations, corporations, pensions and profit-sharing plans, and other business entities. | Gestionnaire de Portefeuille-Actions | 01/01/2015 |
Anciens postes connus de Debbie Mitchell
| Sociétés | Poste | Fin |
|---|---|---|
Steven A. Noroian & Associates, Inc.
 Steven A. Noroian & Associates, Inc. Investment ManagersFinance Founded in 1986, Steven A. Noroian & Associates, Inc., formerly Noroian Capital Management, Inc., is a registered investment advisor located in Lafayette, California. The firm is also known as Noroian Capital Management. They manage individual accounts, IRAs, trusts, guardianships, conservatorships and profit sharing plans | Analyst-Equity | 01/01/2015 |
Formation de Debbie Mitchell
| The California State University | Graduate Degree |
| University of California, Santa Barbara | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Bedell Frazier Investment Counselling LLC
Bedell Frazier Investment Counselling LLC Investment ManagersFinance Bedell Frazier Investment Counselling LLC (BFIC) is a SEC-registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Judith Bedell in 1975 as Bedell Investment Counselling LLC. They are a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. BFIC offers investment advisory services to individuals, trusts, estates, charitable organizations, corporations, pensions and profit-sharing plans, and other business entities. | Finance |
Steven A. Noroian & Associates, Inc.
Steven A. Noroian & Associates, Inc. Investment ManagersFinance Founded in 1986, Steven A. Noroian & Associates, Inc., formerly Noroian Capital Management, Inc., is a registered investment advisor located in Lafayette, California. The firm is also known as Noroian Capital Management. They manage individual accounts, IRAs, trusts, guardianships, conservatorships and profit sharing plans | Finance |
