Profiel
Ms. Barbara H.
Lotridge is Senior Financial Advisor at Concorde Financial Corp.
where she functions as a Portfolio Manager and an Investment Committee Member.
Prior to joining Concorde Financial in April 2008, Ms. Lotridge was employed as a Financial Consultant at Charles Schwab & Co., Inc.
Ms. Lotridge received her BS in Finance from Purdue University.
She is also a Certified Financial Planner.
Eerdere bekende functies van Barb Lotridge
| Bedrijven | Functie | Einde |
|---|---|---|
Concorde Financial Corp.
 Concorde Financial Corp. Investment ManagersFinance Concorde Financial Corp. (Concorde) is an independent registered investment advisory firm headquartered in Dallas, Texas. The firm was founded by Gary Wood in 1981 as Concorde Investment Management, Inc. Concorde offers investment management services to separately managed accounts and serves as an investment advisor to one mutual fund. | Lid van de Investeringscommissie | - |
Opleiding van Barb Lotridge
| Purdue University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
Concorde Financial Corp.
Concorde Financial Corp. Investment ManagersFinance Concorde Financial Corp. (Concorde) is an independent registered investment advisory firm headquartered in Dallas, Texas. The firm was founded by Gary Wood in 1981 as Concorde Investment Management, Inc. Concorde offers investment management services to separately managed accounts and serves as an investment advisor to one mutual fund. | Finance |
