Profiel
Ms. Andrea M.
Puopolo is a Fixed Income Portfolio Manager at TBFM LLP.
She is responsible for executing fixed income security trades, security research and selection.
She works directly with asset custodians and brokers to ensure proper portfolio asset allocation to meet investment policy objectives.
She also manages daily operation of portfolio accounting, reporting and billing.
She has over 15 years of financial experience in private client services.
Prior to joining Buffington Mohr McNeal, Ms. Puopolo worked in the Private Bank of First Security Corporation (now Wells Fargo Bank).
Ms. Puopolo received her Bachelor of Science from The University of Nevada, Reno.
Actieve functies van Andrea Meredith Puopolo
Bedrijven | Functie | Begin |
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TBFM LLP
TBFM LLP Investment ManagersFinance TBFM LLP, do-business-as Buffington Mohr McNeal (BMN), is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 1998 by Melvin Buffington, Bruce Mohr and Carey McNeal. BMN provides wealth planning, retirement planning, and investment management services on a discretionary basis to individuals and families, foundations and endowments, municipal and state organizations, and small business entities. | Analist-Vaste Inkomen | 01-05-2000 |
Eerdere bekende functies van Andrea Meredith Puopolo
Bedrijven | Functie | Einde |
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First Security Corp. (Utah) | Corporate Officer/Principal | - |
Opleiding van Andrea Meredith Puopolo
The University of Nevada, Reno | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
Bedrijven in privébezit | 2 |
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TBFM LLP
TBFM LLP Investment ManagersFinance TBFM LLP, do-business-as Buffington Mohr McNeal (BMN), is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 1998 by Melvin Buffington, Bruce Mohr and Carey McNeal. BMN provides wealth planning, retirement planning, and investment management services on a discretionary basis to individuals and families, foundations and endowments, municipal and state organizations, and small business entities. | Finance |
First Security Corp. (Utah) | Finance |