Perfil
Ms. Barbara H.
Lotridge is Senior Financial Advisor at Concorde Financial Corp.
where she functions as a Portfolio Manager and an Investment Committee Member.
Prior to joining Concorde Financial in April 2008, Ms. Lotridge was employed as a Financial Consultant at Charles Schwab & Co., Inc.
Ms. Lotridge received her BS in Finance from Purdue University.
She is also a Certified Financial Planner.
Antiguos cargos conocidos de Barb Lotridge.
| Empresas | Cargo | Fin |
|---|---|---|
Concorde Financial Corp.
 Concorde Financial Corp. Investment ManagersFinance Concorde Financial Corp. (Concorde) is an independent registered investment advisory firm headquartered in Dallas, Texas. The firm was founded by Gary Wood in 1981 as Concorde Investment Management, Inc. Concorde offers investment management services to separately managed accounts and serves as an investment advisor to one mutual fund. | Miembro del Comité de Inversión | - |
Formación de Barb Lotridge.
| Purdue University | Undergraduate Degree |
Experiencias
Funciones ocupadas
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Inactivas
Empresas cotizadas
Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
Concorde Financial Corp.
Concorde Financial Corp. Investment ManagersFinance Concorde Financial Corp. (Concorde) is an independent registered investment advisory firm headquartered in Dallas, Texas. The firm was founded by Gary Wood in 1981 as Concorde Investment Management, Inc. Concorde offers investment management services to separately managed accounts and serves as an investment advisor to one mutual fund. | Finance |
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- Barb Lotridge
