WebDetailed Profile of BFSG, LLC portfolio of holdings. SEC Filings include 13F quarterly reports, 13D/G events and more. ... SCHACKMAN, MARTINA, MARIE: VICE PRESIDENT : 03/01/2024: Direct less than 5%: Fund Name Position direct/indirect start date end date; BFSG, LLC: CHIEF FINANCIAL OFFICER: direct: John is the founder and Co-President of Benefit Financial Services Group. For over 25 years, he has been working with retirement plan fiduciaries to improve and enhance retirement plan offerings. As the Managing Principal of Institutional Services, he helps to direct the firm’s vision while overseeing its … See more With over 30 years of investment experience, Patrick is a Managing Principal at Benefit Financial Services Group. Patrick is a CFA® charterholder, a Certified … See more With over 35 years of investment experience, Grace leads the wealth management division’s Phoenix, Arizona office. Prior to starting her own firm, Pacwest Financial … See more Steven Lee Yamshon is a Managing Principal at Benefit Financial Services Group and a member of the Investment Committee. With over 35 years of experience, … See more Christopher joined Benefit Financial Services Group in 2007. His responsibilities include serving as primary Investment Consultant to a number of corporate, … See more
Tina Schackman, CFA®, CFP® på LinkedIn: Top DC Advisor …
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WebView Tina Schackman's email address: [email protected] & phone: +1-323-xxx-xx97's profile as Principal, Senior Retirement Plan Consultant at BFSG, LLC ... Tina Schackman works … WebTina Schackman, CFA®, CFP®’s Post Tina Schackman, CFA®, CFP® Senior Retirement Plan Consultant 5d Report this post Congratulations to all the women that made NAPA’s Top … WebTina Schackman, CFA®, CFP® Expand search. Jobs People Learning my iphone 7 died and won\u0027t recharge