Cathy Lynn Thomas
Fundador en Triangle Securities Wealth Management, Inc. .
Cargos activos de Cathy Lynn Thomas
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
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. | Oficial de Cumplimiento | 01/08/2008 | - |
| Director de Operaciones | 01/08/2008 | - | |
| Fundador | 01/08/2008 | - |
Historial de carrera de Cathy Lynn Thomas
Antiguos cargos conocidos de Cathy Lynn Thomas.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
| Wheat First Securities, Inc. | Corporate Officer/Principal | 31/12/1999 | 31/12/1999 |
Davenport & Co. LLC
 Davenport & Co. LLC Investment ManagersFinance Davenport & Co. LLC (Davenport) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1863 and is a subsidiary of Davenport & Co. of Virginia, Inc. Davenport manages separate accounts for individuals, institutions, ERISA plans, trusts, estates, corporations, and other types of entities. They also serve as the Advisor to various mutual funds. | Corporate Officer/Principal | - | - |
Formación de Cathy Lynn Thomas.
| Old Dominion University | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 5 |
Operativa
| Corporate Officer/Principal | 2 |
| Compliance Officer | 1 |
| Chief Operating Officer | 1 |
Sectorial
| Finance | 4 |
| Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
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 |
Davenport & Co. LLC
Davenport & Co. LLC Investment ManagersFinance Davenport & Co. LLC (Davenport) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1863 and is a subsidiary of Davenport & Co. of Virginia, Inc. Davenport manages separate accounts for individuals, institutions, ERISA plans, trusts, estates, corporations, and other types of entities. They also serve as the Advisor to various mutual funds. | Finance |
| Wheat First Securities, Inc. | Finance |
- Bolsa de valores
- Insiders
- Cathy Lynn Thomas
- Experiencia
