Barbara Tingley
Experienced Nonprofit Leader. Retired Wealth Management Executive
- Role
- Member Board of Directors at Alpha Phi Foundation
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Member Board of Directors
Jul 2022 — Present
Skills
- Wealth Management
- Investment Advisory
- Wealth Management Services
- Asset Allocation
- Banking
- Mutual Funds
- Investment Strategies
- Alternative Investments
- Series 7
- Project Management
- Financial Structuring
- Financial Services
- Credit
- High Net Worth Individuals
- Relationship Management
- Private Banking
- Securities
- Asset Management
- Commercial Lending
- Underwriting
- Portfolio Management
- Loans
- Finra Series 7 & 66 Licenses
- Investments
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