Teri May McCasland
Compliance Officer bei SFE Investment Counsel Inc.
Profil
Ms. Teri M.
McCasland is a Secretary & Chief Compliance Officer at SFE Investment Counsel Inc. Ms. McCasland monitors the regulatory environment, ensuring that the firm and its partners meet myriad reporting requirements from Washington.
She is a member of the SFE Investment Committee and a shareholder in the firm.
Prior to joining the firm in April 1981, she worked with Connecticut General Life Insurance in 1969, working in the Securities Accounting Division.
She began her career in the brokerage industry as the assistant to the VP of Operations at Diversified Securities.
Ms. McCasland received her BS Business Management degree from Pepperdine University.
Aktive Positionen von Teri May McCasland
Unternehmen | Position | Beginn |
---|---|---|
SFE Investment Counsel Inc.
SFE Investment Counsel Inc. Investment ManagersFinance SFE Investment Counsel, Inc. (SFE) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Earl Fisher in 1977. SFE provides investment advice and portfolio management services to individuals, families, trusts, charitable organizations, retirement plans, businesses and institutional investors. | Compliance Officer | - |
Ausbildung von Teri May McCasland
Pepperdine 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 |
---|---|
SFE Investment Counsel Inc.
SFE Investment Counsel Inc. Investment ManagersFinance SFE Investment Counsel, Inc. (SFE) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Earl Fisher in 1977. SFE provides investment advice and portfolio management services to individuals, families, trusts, charitable organizations, retirement plans, businesses and institutional investors. | Finance |