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Susie Pelfrey
Portefeuillebeheerder-Aandelen bij First National Bank of Mount Dora Trust Services
Oorsprong van het eerstegraads netwerk van Susie Pelfrey
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
First National Bank of Mount Dora Trust Services
![]() First National Bank of Mount Dora Trust Services Investment ManagersFinance First National Bank of Mount Dora Trust Services (FNBMD Trust Services) is an investment management firm headquartered in Mount Dora, Florida. The firm was founded in 1925 and is a subsidiary of First National Bank of Mount Dora, which is owned by FNBMD Bancshares, Inc. FNBMD Trust Services manages investment portfolio for various types of clients.
2
| Subsidiary | Investment Managers | 2 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Susie Pelfrey via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
The First National Bank of Mount Dora
![]() The First National Bank of Mount Dora Major BanksFinance First National Bank of Mount Dora provides trust and investment services. It offers personal and business accounts services like; business checking accounts, commercial loans, online banking, business check ordering, miscellaneous fee schedule and safe deposit boxes. It also provides asset allocation, estate and financial planning, estate tax reduction strategies, probate avoidance, charitable gifting techniques business succession planning and successor services. The company is headquartered in Mount Dora, FL. | Major Banks | Director/Board Member Chief Investment Officer | |
MCAP INC. | Investment Banks/Brokers | Director/Board Member | |
Kelley School of Business | College/University | Masters Business Admin | |
University of Florida | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 5 |
Sectoraal
Finance | 3 |
Consumer Services | 3 |
Operationeel
Portfolio Manager-Equities | 2 |
Director/Board Member | 2 |
Chief Investment Officer | 2 |
Corporate Officer/Principal | 1 |
Independent Dir/Board Member | 1 |
Sterkste connecties
Insiders | |
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Peter Baksh | 5 |
John D. Pease | 2 |
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