Profil
Ms. Julie Guthier is Portfolio Systems Analyst at TGS Financial Advisors.
She joined TGS Financial Advisors in May 2009.
As a portfolio systems analyst, Ms. Guthier is responsible for documenting and executing securities transactions, as well as maintaining, improving and correcting data for portfolio positions and transactions.
Ms. Guthier received a Bachelor of Science in business administration from Millersville University in 2008.
Anciens postes connus de Julie Guthier
| Sociétés | Poste | Fin |
|---|---|---|
Professional Financial Advisors, Inc. (Radnor, Pennsylvania)
Professional Financial Advisors, Inc. (Radnor, Pennsylvania) Investment ManagersFinance TGS Financial Advisors' proprietary investment strategy diversifies portfolios broadly across asset classes. The firm favors value overgrowth and uses historical price and yield data to determine the relative value of paired asset classes. In many asset categories, they use index funds, ETFs, or institutional-class shares to drive down costs. | Corporate Officer/Principal | - |
Formation de Julie Guthier
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Professional Financial Advisors, Inc. (Radnor, Pennsylvania)
Professional Financial Advisors, Inc. (Radnor, Pennsylvania) Investment ManagersFinance TGS Financial Advisors' proprietary investment strategy diversifies portfolios broadly across asset classes. The firm favors value overgrowth and uses historical price and yield data to determine the relative value of paired asset classes. In many asset categories, they use index funds, ETFs, or institutional-class shares to drive down costs. | Finance |
Millersville University
Millersville University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















