Profil
Prior to joining Diversified Trust in 2002, Ms. Felton spent ten years working directly with individual and business clients in the areas of tax planning and preparation, financial statement preparation, and general business advisory services.
Ms. Felton is a Certified Public Accountant and an active member of the Georgia Society of Certified Public Accountants.
She received a Bachelor of Arts in Accounting from the University of Georgia.
Anciens postes connus de Julie G. Felton
| Sociétés | Poste | Fin |
|---|---|---|
Diversified Trust Co.
 Diversified Trust Co. Investment ManagersFinance Diversified Trust Co. is a privately-owned trust management firm headquartered in Charleston, South Carolina. The firm was founded in 1994 by Larry H. Bryan. Diversified Trust creates wealth solutions to individuals and multi-generational families, foundations and endowments, retirement plans, and family-owned businesses. | Gestionnaire de Portefeuille-Actions | 16/02/2010 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Diversified Trust Co.
Diversified Trust Co. Investment ManagersFinance Diversified Trust Co. is a privately-owned trust management firm headquartered in Charleston, South Carolina. The firm was founded in 1994 by Larry H. Bryan. Diversified Trust creates wealth solutions to individuals and multi-generational families, foundations and endowments, retirement plans, and family-owned businesses. | Finance |
