Diana L. Bergthold
Plus aucun poste en cours
Profil
Prior to joining Inlign Wealth, now GenSpring in 2002, Ms. Bergthold served as a Knowledge, Finance, and Administration Manager in the U.S.
Private Client Services Practice of Arthur Andersen LLP ("Andersen"), assigned to a global Personal Financial Planning engagement.
From 1993 to 2001, she served as a Controller for Audit, Tax and Litigation Technology Consulting Practices at Andersen.
Ms. Bergthold worked in the Savings and Loan Industry from 1986 to 1991.
She worked as a member of Andersen’s Audit Practice from 1984 to 1986.
Ms. Bergthold received a Bachelor of Science degree in Accounting and a Masters Degree in Business Administration from Arizona State University.
She is a Certified Public Accountant and a member of AICPA and the Arizona Society of CPAs.
She currently holds the Series 28 license.
Anciens postes connus de Diana L. Bergthold
| Sociétés | Poste | Fin |
|---|---|---|
GFO Advisory Services LLC
 GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Directeur Financier/CFO | 31/12/2009 |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Formation de Diana L. Bergthold
| Arizona State University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
GFO Advisory Services LLC
GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
