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Sandra K. Truitt
Corporate Officer/Principal chez Woodward Financial Advisors, Inc.
Postes actifs de Sandra K. Truitt
Sociétés | Poste | Début | Fin |
---|---|---|---|
Woodward Financial Advisors, Inc.
![]() Woodward Financial Advisors, Inc. Investment ManagersFinance Woodward Financial Advisors, Inc. provides investment advice. The private company is based in Chapel Hill, NC. | Corporate Officer/Principal | 01/01/2015 | - |
Historique de carrière de Sandra K. Truitt
Anciens postes connus de Sandra K. Truitt
Sociétés | Poste | Début | Fin |
---|---|---|---|
Old Dominion Capital Management, Inc.
![]() Old Dominion Capital Management, Inc. Investment ManagersFinance Old Dominion Capital Management, Inc. (ODCM) is a boutique wealth management firm headquartered in Charlottesville, Virginia. It was founded by James Childress and Mark Thomas in 1989. The firm is a subsidiary of Union Bank & Trust and their ultimate parent is Atlantic Union Bankshares Corp. (NASDAQ: AUB). ODCM offers a full suite of financial planning and investment services to a select group of families, trusts, estates, foundations and retirement plans. | Corporate Officer/Principal | 24/08/2010 | 02/11/2010 |
Pinnacle Holdings LLC
![]() Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Holdings LLC (dba Pinnacle Investment Advisors) is an independent registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by David Poarch and R. Brett Kramer in 1996. Pinnacle Investment Advisors offers bond and equity portfolio management for individuals, foundations, corporations, trusts, pension and profit-sharing plans, and other business entities. It also offers financial analysis on a consulting basis for bank investment portfolios, corporate cash management, municipal debt defeasance, and liability hedging programs. | Corporate Officer/Principal | 01/12/2008 | 01/08/2010 |
Formation de Sandra K. Truitt
Wayland Baptist University | Undergraduate Degree |
Texas Tech University | Graduate Degree |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Corporate Officer/Principal | 3 |
Undergraduate Degree | 1 |
Graduate Degree | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
---|---|
Old Dominion Capital Management, Inc.
![]() Old Dominion Capital Management, Inc. Investment ManagersFinance Old Dominion Capital Management, Inc. (ODCM) is a boutique wealth management firm headquartered in Charlottesville, Virginia. It was founded by James Childress and Mark Thomas in 1989. The firm is a subsidiary of Union Bank & Trust and their ultimate parent is Atlantic Union Bankshares Corp. (NASDAQ: AUB). ODCM offers a full suite of financial planning and investment services to a select group of families, trusts, estates, foundations and retirement plans. | Finance |
Pinnacle Holdings LLC
![]() Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Holdings LLC (dba Pinnacle Investment Advisors) is an independent registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by David Poarch and R. Brett Kramer in 1996. Pinnacle Investment Advisors offers bond and equity portfolio management for individuals, foundations, corporations, trusts, pension and profit-sharing plans, and other business entities. It also offers financial analysis on a consulting basis for bank investment portfolios, corporate cash management, municipal debt defeasance, and liability hedging programs. | Finance |
Woodward Financial Advisors, Inc.
![]() Woodward Financial Advisors, Inc. Investment ManagersFinance Woodward Financial Advisors, Inc. provides investment advice. The private company is based in Chapel Hill, NC. | Finance |
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