Phyllis Turkle

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Finance

Profil

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.

Ehemalige bekannte Positionen von Phyllis Turkle

Unternehmen	Position	Ende
Bank IV, NA (Wichita, Kansas) Bank IV, NA (Wichita, Kansas) Major BanksFinance Commercial banking	Corporate Officer/Principal	-
IMA Advisory Services, Inc. IMA Advisory Services, Inc. Investment ManagersFinance IMAAS offers two equity management strategies that are invested primarily through selection of individual securities. These strategies are typically recommended to clients with sufficient assets to invest in the equity portfolio according to the chosen strategy. They also offer an equity strategy that primarily invests in ETFs and mutual funds.	Vertrieb & Marketing	-

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Unternehmensverbindungen

Private Unternehmen	2
IMA Advisory Services, Inc. IMA Advisory Services, Inc. Investment ManagersFinance IMAAS offers two equity management strategies that are invested primarily through selection of individual securities. These strategies are typically recommended to clients with sufficient assets to invest in the equity portfolio according to the chosen strategy. They also offer an equity strategy that primarily invests in ETFs and mutual funds.	Finance
Bank IV, NA (Wichita, Kansas) Bank IV, NA (Wichita, Kansas) Major BanksFinance Commercial banking	Finance

Private Unternehmen

Finance