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Karen Conrad
Career history of Karen Conrad
Former positions of Karen Conrad
Companies | Position | Start | End |
---|---|---|---|
Carolina Securities, Inc.
![]() Carolina Securities, Inc. Investment Banks/BrokersFinance Part of Calvert Holdings, Inc., Carolina Securities, Inc. is a company based in Cary, NC. | Corporate Officer/Principal | 31/12/1988 | 31/12/1988 |
Wheat First Securities, Inc. | Corporate Officer/Principal | 01/01/1989 | - |
Triangle Securities Wealth Management, Inc.
![]() Triangle Securities Wealth Management, Inc. Investment ManagersFinance Triangle Securities Wealth Management, Inc., do-business-as Triangle Wealth Management (TWM), is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2008 by Cathy L. Thomas and Paul D. Reynolds, III. TWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. | Sales & Marketing | - | - |
Training of Karen Conrad
Meredith College | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Corporate Officer/Principal | 2 |
Sales & Marketing | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Triangle Securities Wealth Management, Inc.
![]() Triangle Securities Wealth Management, Inc. Investment ManagersFinance Triangle Securities Wealth Management, Inc., do-business-as Triangle Wealth Management (TWM), is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2008 by Cathy L. Thomas and Paul D. Reynolds, III. TWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. | Finance |
Carolina Securities, Inc.
![]() Carolina Securities, Inc. Investment Banks/BrokersFinance Part of Calvert Holdings, Inc., Carolina Securities, Inc. is a company based in Cary, NC. | Finance |
Wheat First Securities, Inc. | Finance |
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