Jeffrey Lin Rosenthal
Algemeen Directeur bij Triad Advisors LLC
Actieve functies van Jeffrey Lin Rosenthal
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Investment Program Association | Directeur/Bestuurslid | 01-01-2016 | - |
Triad Advisors LLC
Triad Advisors LLC Investment ManagersFinance Triad Advisors LLC is a SEC-registered investment advisor and broker-dealer headquartered in Norcross, Georgia. The firm was founded in 1998 and is a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned primarily by a consortium of investors through RCP Artemis Co-Invest, L.P., an investment fund affiliated with Reverence Capital Partners LLC. Triad Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Algemeen Directeur | 01-01-2018 | - |
President | 01-01-2018 | - |
Loopbaan van Jeffrey Lin Rosenthal
Eerdere bekende functies van Jeffrey Lin Rosenthal
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Triad Advisors, Inc.
Triad Advisors, Inc. Investment ManagersFinance Triad Advisors, Inc. provides investment advice. Its services include banking services, investment management, capital markets, insurance solutions and trust and estate planning. The company was founded by Mark C. Mettelman in 1998 and is headquartered in Norcross, GA. | Algemeen Directeur | 01-01-2016 | 01-01-2018 |
President | 01-01-2016 | 01-01-2018 | |
Verkoop & Marketing | 01-01-2003 | 01-01-2016 |
Opleiding van Jeffrey Lin Rosenthal
University of Georgia | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 5 |
Operationeel
Chief Executive Officer | 2 |
President | 2 |
Sales & Marketing | 1 |
Sectoraal
Finance | 3 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 3 |
---|---|
Triad Advisors, Inc.
Triad Advisors, Inc. Investment ManagersFinance Triad Advisors, Inc. provides investment advice. Its services include banking services, investment management, capital markets, insurance solutions and trust and estate planning. The company was founded by Mark C. Mettelman in 1998 and is headquartered in Norcross, GA. | Finance |
Investment Program Association | |
Triad Advisors LLC
Triad Advisors LLC Investment ManagersFinance Triad Advisors LLC is a SEC-registered investment advisor and broker-dealer headquartered in Norcross, Georgia. The firm was founded in 1998 and is a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned primarily by a consortium of investors through RCP Artemis Co-Invest, L.P., an investment fund affiliated with Reverence Capital Partners LLC. Triad Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Finance |