Gwendolyn J. Floyd
Plus aucun poste en cours
Profil
Prior to joining Colony Group, Ms. Floyd worked for the firm of Rodman & Rodman, P.C., where she prepared individual, partnership, and corporate tax returns.
She also provided accounting and bookkeeping services to various clients and prepared financial statements in connection with the firm’s review and compilation engagements.
Ms. Floyd earned a Certificate in Taxation and a Master of Science in Personal Financial Planning with distinction from Bentley College and a Bachelor of Science from Bridgewater State College.
Anciens postes connus de Gwendolyn J. Floyd
| Sociétés | Poste | Fin |
|---|---|---|
The Colony Group LLC
 The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Corporate Officer/Principal | 30/06/2010 |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Finance |
