Jeannie Churchill
Geen lopende functies
Profiel
Ms. Jeannie Churchill is a Manager at Litman.
Prior to that, she served as Daily Valuation Analyst at Lawrence Johnson & Associates, and prior to that she completed a 20-year banking career as Branch Manager at Home Savings of America.
She was also a licensed tax preparer for 13 years, and has been a licensed Notary Public since 1986.
Eerdere bekende functies van Jeannie Churchill
| Bedrijven | Functie | Einde |
|---|---|---|
| Lawrence Johnson & Associates | Corporate Officer/Principal | - |
| Home Savings of America, FSB (Los Angeles, California) | Corporate Officer/Principal | - |
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Corporate Officer/Principal | - |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |
| Lawrence Johnson & Associates | Commercial Services |
| Home Savings of America, FSB (Los Angeles, California) | Finance |
