Beth Ann Tumblison
Analyst-Equity en Bragg Financial Advisors, Inc. .
Perfil
Ms. Beth A.
Tumblison is a Portfolio Analyst at Bragg Financial Advisors, Inc. She oversees portfolio reporting and performance measurement for the wealth management clients of Bragg Financial Advisors.
She joined Bragg Financial in 1997 from Wachovia Bank (now Wells Fargo), where she worked in investment account administration.
She received her undergraduate degree from Ohio Institute of Technology and an undergraduate degree from Owens Community College.
Cargos activos de Beth Ann Tumblison
Empresas | Cargo | Inicio |
---|---|---|
Bragg Financial Advisors, Inc.
Bragg Financial Advisors, Inc. Investment ManagersFinance Bragg Financial Advisors, Inc. (Bragg) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded by J. Frank Bragg, Jr. in 1964. Bragg provides advisory services to individuals, investment companies which includes mutual funds, pension and profit-sharing plans and charitable organizations. | Analyst-Equity | 01/01/1997 |
Antiguos cargos conocidos de Beth Ann Tumblison.
Empresas | Cargo | Fin |
---|---|---|
Wachovia Bank of Florida | Corporate Officer/Principal | 31/12/1996 |
Formación de Beth Ann Tumblison.
Ohio Institute of Technology | Undergraduate Degree |
Owens Community College | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 2 |
---|---|
Bragg Financial Advisors, Inc.
Bragg Financial Advisors, Inc. Investment ManagersFinance Bragg Financial Advisors, Inc. (Bragg) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded by J. Frank Bragg, Jr. in 1964. Bragg provides advisory services to individuals, investment companies which includes mutual funds, pension and profit-sharing plans and charitable organizations. | Finance |
Wachovia Bank of Florida | Finance |
- Bolsa de valores
- Insiders
- Beth Ann Tumblison