Profil
Ms. Rachel L.
Galvin is a Principal at Atwood & Palmer, Inc. She joined the firm in 1995 and is responsible for client servicing and operations.
Anciens postes connus de Rachel L. Galvin
| Sociétés | Poste | Fin |
|---|---|---|
Atwood & Palmer, Inc.
Atwood & Palmer, Inc. Investment ManagersFinance Atwood & Palmer creates an individualized Investment Policy Statement (IPS) based on client goals, objectives, risk tolerances, liquidity needs and suitability. The IPS dictates how they will customize and manage each client's investment portfolio. Client portfolios consist primarily of stocks, exchanged traded funds or fixed income securities. | Sales & Marketing | - |
Expériences
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Entreprise privées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Atwood & Palmer, Inc.
Atwood & Palmer, Inc. Investment ManagersFinance Atwood & Palmer creates an individualized Investment Policy Statement (IPS) based on client goals, objectives, risk tolerances, liquidity needs and suitability. The IPS dictates how they will customize and manage each client's investment portfolio. Client portfolios consist primarily of stocks, exchanged traded funds or fixed income securities. | Finance |
















