P.B. Bachman

Gestionnaire de Portefeuille-Actions chez BCS Financial LLC

Profil

Mr. Philip M.
Bachman, III, is a Financial Advisor of Investment Management & Portfolio Research at BCS Financial LLC.
He joined BCS Wealth Management as a financial advisor in 2015.
He works with individuals and families to provide a holistic approach to wealth management and investments.
He aims to help clients manage their portfolios and achieve their financial goals in a most professional and accessible way.
Beginning in 2007, Mr. Bachman worked in accounting, finance, and operations at the Phil Bachman auto dealerships in the Tri-Cities, Tennessee area.
In 2013, he became the office manager for the Bachman family enterprises in Greeneville, Tennessee.
His responsibilities included investment oversight and financial planning for the family enterprises.
He received his BS degree in Business Management from Babson College.

Postes actifs de P.B. Bachman

Sociétés	Poste	Début
BCS Financial LLC	Gestionnaire de Portefeuille-Actions	01/01/2015

Formation de P.B. Bachman

Babson College

Undergraduate Degree