Teri May McCasland
Compliance Officer chez SFE Investment Counsel Inc.
Profil
Ms. Teri M.
McCasland is a Secretary & Chief Compliance Officer at SFE Investment Counsel Inc. Ms. McCasland monitors the regulatory environment, ensuring that the firm and its partners meet myriad reporting requirements from Washington.
She is a member of the SFE Investment Committee and a shareholder in the firm.
Prior to joining the firm in April 1981, she worked with Connecticut General Life Insurance in 1969, working in the Securities Accounting Division.
She began her career in the brokerage industry as the assistant to the VP of Operations at Diversified Securities.
Ms. McCasland received her BS Business Management degree from Pepperdine University.
Postes actifs de Teri May McCasland
| Sociétés | Poste | Début |
|---|---|---|
SFE Investment Counsel Inc.
 SFE Investment Counsel Inc. Investment ManagersFinance SFE Investment Counsel, Inc. (SFE) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Earl Fisher in 1977. SFE provides investment advice and portfolio management services to individuals, families, trusts, charitable organizations, retirement plans, businesses and institutional investors. | Compliance Officer | - |
Formation de Teri May McCasland
| Pepperdine University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
SFE Investment Counsel Inc.
SFE Investment Counsel Inc. Investment ManagersFinance SFE Investment Counsel, Inc. (SFE) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Earl Fisher in 1977. SFE provides investment advice and portfolio management services to individuals, families, trusts, charitable organizations, retirement plans, businesses and institutional investors. | Finance |