Profiel
James A.
Purdy currently works as a Director at Members Trust Co.
Actieve functies van James A. Purdy
| Bedrijven | Functie | Begin |
|---|---|---|
Members Trust Co.
 Members Trust Co. Savings BanksFinance Members Trust Co. offers trust and investment services to credit unions, members, and private clients with a focus on estate planning and retirement savings. Members Trust was founded in 1987 and is based in Tampa, FL with subsidiaries in the United States. The private company provides guidance on investment management, long-term care planning, and tax-efficient investing. The company also offers information on converting traditional IRAs to Roth IRAs, business succession planning, and designating beneficiaries. Kenneth E. Lako has been the CEO of the company since 2023. | Directeur/Bestuurslid | - |
Ervaring
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Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Members Trust Co.
Members Trust Co. Savings BanksFinance Members Trust Co. offers trust and investment services to credit unions, members, and private clients with a focus on estate planning and retirement savings. Members Trust was founded in 1987 and is based in Tampa, FL with subsidiaries in the United States. The private company provides guidance on investment management, long-term care planning, and tax-efficient investing. The company also offers information on converting traditional IRAs to Roth IRAs, business succession planning, and designating beneficiaries. Kenneth E. Lako has been the CEO of the company since 2023. | Finance |
