Profil
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.
Ehemalige bekannte Positionen von Barb Lotridge
| Unternehmen | Position | Ende |
|---|---|---|
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. | Mitglied des Investmentausschusses | - |
Ausbildung von Barb Lotridge
| Purdue University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
