Phyllis Turkle
Geen lopende functies
Profiel
Ms. Phyllis Turkle is Client Services Representative at TrueNorth, Inc. She joined TrueNorth in 2002.
Her previous experience includes 20 years with BANK IV Kansas; 15 years of that time she served as Executive Assistant in the Treasury and Portfolio Management Division.
She holds the Series 65 examination for Investment Adviser Representatives.
She is also employed by TrueNorth Securities, Inc., a wholly-owned broker-dealer subsidiary of TrueNorth, Inc.
Eerdere bekende functies van Phyllis Turkle
| Bedrijven | Functie | Einde |
|---|---|---|
| Bank IV, NA (Wichita, Kansas) | Corporate Officer/Principal | - |
IMA Wealth, Inc.
 IMA Wealth, Inc. Investment ManagersFinance IMA Wealth, Inc. is a registered investment advisor headquartered in Wichita, Kansas. The firm was founded by David Strohm and Margaret Hornbeck in 1999 as TrueNorth, Inc. They are a wholly-owned subsidiary of The IMA Financial Group, Inc. IMA Wealth provides families and businesses with wealth management and portfolio management solutions. | Verkoop & Marketing | - |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
IMA Wealth, Inc.
IMA Wealth, Inc. Investment ManagersFinance IMA Wealth, Inc. is a registered investment advisor headquartered in Wichita, Kansas. The firm was founded by David Strohm and Margaret Hornbeck in 1999 as TrueNorth, Inc. They are a wholly-owned subsidiary of The IMA Financial Group, Inc. IMA Wealth provides families and businesses with wealth management and portfolio management solutions. | Finance |
| Bank IV, NA (Wichita, Kansas) | Finance |
