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Susan Lee Ann Franklin
Plus aucun poste en cours
Profil
Susan Lee Ann Franklin worked as an Associate Portfolio Manager at Triangle Securities Wealth Management, Inc. from 2017 to 2021.
She obtained an undergraduate degree from Plymouth State University.
Anciens postes connus de Susan Lee Ann Franklin
Sociétés | Poste | Fin |
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Triangle Securities Wealth Management, Inc.
![]() Triangle Securities Wealth Management, Inc. Investment ManagersFinance Triangle Securities Wealth Management, Inc., do-business-as Triangle Wealth Management (TWM), is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2008 by Cathy L. Thomas and Paul D. Reynolds, III. TWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. | Gestionnaire de Portefeuille-Actions | 01/12/2021 |
Formation de Susan Lee Ann Franklin
Plymouth State University | Undergraduate Degree |
Expériences
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Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
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Triangle Securities Wealth Management, Inc.
![]() Triangle Securities Wealth Management, Inc. Investment ManagersFinance Triangle Securities Wealth Management, Inc., do-business-as Triangle Wealth Management (TWM), is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2008 by Cathy L. Thomas and Paul D. Reynolds, III. TWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. | Finance |