Jeffrey Lin Rosenthal
Vorstandsvorsitzender bei Triad Advisors LLC
Aktive Positionen von Jeffrey Lin Rosenthal
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
| Investment Program Association | Direktor/Vorstandsmitglied | 01.01.2016 | - |
Triad Advisors LLC
 Triad Advisors LLC Investment ManagersFinance Triad Advisors LLC is a SEC-registered investment advisor and broker-dealer headquartered in Norcross, Georgia. The firm was founded in 1998 and is a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned primarily by a consortium of investors through RCP Artemis Co-Invest, L.P., an investment fund affiliated with Reverence Capital Partners LLC. Triad Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Vorstandsvorsitzender | 01.01.2018 | - |
| Präsident | 01.01.2018 | - |
Karriereverlauf von Jeffrey Lin Rosenthal
Ehemalige bekannte Positionen von Jeffrey Lin Rosenthal
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Triad Advisors, Inc.
 Triad Advisors, Inc. Investment ManagersFinance Triad Advisors, Inc. provides investment advice. Its services include banking services, investment management, capital markets, insurance solutions and trust and estate planning. The company was founded by Mark C. Mettelman in 1998 and is headquartered in Norcross, GA. | Vorstandsvorsitzender | 01.01.2016 | 01.01.2018 |
| Präsident | 01.01.2016 | 01.01.2018 | |
| Vertrieb & Marketing | 01.01.2003 | 01.01.2016 |
Ausbildung von Jeffrey Lin Rosenthal
| University of Georgia | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 5 |
Operativ
| Chief Executive Officer | 2 |
| President | 2 |
| Sales & Marketing | 1 |
Sektoral
| Finance | 3 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Triad Advisors, Inc.
Triad Advisors, Inc. Investment ManagersFinance Triad Advisors, Inc. provides investment advice. Its services include banking services, investment management, capital markets, insurance solutions and trust and estate planning. The company was founded by Mark C. Mettelman in 1998 and is headquartered in Norcross, GA. | Finance |
| Investment Program Association | |
Triad Advisors LLC
Triad Advisors LLC Investment ManagersFinance Triad Advisors LLC is a SEC-registered investment advisor and broker-dealer headquartered in Norcross, Georgia. The firm was founded in 1998 and is a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned primarily by a consortium of investors through RCP Artemis Co-Invest, L.P., an investment fund affiliated with Reverence Capital Partners LLC. Triad Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Finance |
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