Profil
Della W.
Parker, Administrative Assistant, is an associate of CPS Investment Advisors.
Della performs numerous administrative services for the Portfolio Money Management clients and team, including client reporting, client deposits, company health and life insurance, payroll, new hires, FCCI audits and provides daily support of the back office functions of CPS Investment Advisors.
She has been with the firm 1 ½ years.
Della is a native of Virginia and enjoys spending time with her family and time at the beach.
Anciens postes connus de Della W. Parker
| Sociétés | Poste | Fin |
|---|---|---|
Chas. P. Smith & Associates, PA, CPAs
Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance CPS aims to invest clients’ portfolio in the manner that best meets their long-term investment goals and risk tolerance. The firm utilizes both growth and value approach to investments and allocate funds among various asset classes. Additionally, taxable accounts are managed to enhance after-tax performance. In the interest of diversification, they predominantly use a mix of direct instruments (stocks and bonds) and no-load, low-cost passive index funds and ETF’s. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Chas. P. Smith & Associates, PA, CPAs
Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance CPS aims to invest clients’ portfolio in the manner that best meets their long-term investment goals and risk tolerance. The firm utilizes both growth and value approach to investments and allocate funds among various asset classes. Additionally, taxable accounts are managed to enhance after-tax performance. In the interest of diversification, they predominantly use a mix of direct instruments (stocks and bonds) and no-load, low-cost passive index funds and ETF’s. | Finance |
















