Karen Conrad

Finance

Consumer Services

Profile

Ms. Karen Conrad is Vice President & Relationship Manager at Triangle Securities Wealth Management, Inc. Ms. Conrad was previously employed as a Principal by Wheat First Securities LLC and a Principal by Carolina Securities, Inc. Ms. Conrad received her undergraduate degree from Meredith College.

Former positions of Karen Conrad

Companies	Position	End
Carolina Securities, Inc. Carolina Securities, Inc. Investment Banks/BrokersFinance Part of Calvert Holdings, Inc., Carolina Securities, Inc. is a company based in Cary, NC.	Corporate Officer/Principal	1988-12-30
Wheat First Securities, Inc.	Corporate Officer/Principal	-
Triangle Securities Wealth Management, Inc. Triangle Securities Wealth Management, Inc. Investment ManagersFinance Triangle Securities Wealth Management, Inc., do-business-as Triangle Wealth Management (TWM), is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2008 by Cathy L. Thomas and Paul D. Reynolds, III. TWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations.	Sales & Marketing	-

See the detail of Karen Conrad's experience

Training of Karen Conrad

Meredith College

Undergraduate Degree

Experiences
Positions held

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Listed companies

Private companies