Profiel
Ms. Lotfi joined TGS Financial Advisors in April 2007.
She has several years experience in the financial industry including working in the Merrill Lynch office.
She re-entered the workforce in 2004.
Eerdere bekende functies van Carol Perry Lotfi
| Bedrijven | Functie | Einde |
|---|---|---|
Professional Financial Advisors, Inc. (Radnor, Pennsylvania)
 Professional Financial Advisors, Inc. (Radnor, Pennsylvania) Investment ManagersFinance Professional Financial Advisors, Inc. (dba TGS Financial Advisors) is an independent SEC-registered wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Jim Hemphill and Dave Burd in 1990. TGS Financial Advisors offers discretionary investment advisory services, financial planning, and related consulting services to individuals, business entities, trusts, estates, charitable organizations, and pension and profit-sharing plans. | Verkoop & Marketing | 31-12-2010 |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Professional Financial Advisors, Inc. (Radnor, Pennsylvania)
Professional Financial Advisors, Inc. (Radnor, Pennsylvania) Investment ManagersFinance Professional Financial Advisors, Inc. (dba TGS Financial Advisors) is an independent SEC-registered wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Jim Hemphill and Dave Burd in 1990. TGS Financial Advisors offers discretionary investment advisory services, financial planning, and related consulting services to individuals, business entities, trusts, estates, charitable organizations, and pension and profit-sharing plans. | Finance |
