Jeannie Churchill
Keine laufenden Positionen mehr
Profil
Ms. Jeannie Churchill is a Manager at Litman.
Prior to that, she served as Daily Valuation Analyst at Lawrence Johnson & Associates, and prior to that she completed a 20-year banking career as Branch Manager at Home Savings of America.
She was also a licensed tax preparer for 13 years, and has been a licensed Notary Public since 1986.
Ehemalige bekannte Positionen von Jeannie Churchill
| Unternehmen | Position | Ende |
|---|---|---|
| Lawrence Johnson & Associates | Corporate Officer/Principal | - |
| Home Savings of America, FSB (Los Angeles, California) | Corporate Officer/Principal | - |
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Corporate Officer/Principal | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |
| Lawrence Johnson & Associates | Commercial Services |
| Home Savings of America, FSB (Los Angeles, California) | Finance |
