Leslie Margolies

Inhaberin, Financial Consultant, Karr Barth Associates

Bala Cynwyd, Vereinigte Staaten

Fähigkeiten und Kenntnisse

Financial Consulting for Lawyers and other profess
SEP IRAs for solo practitioners and business owner
buy-sell agreements and key man insurance policies

Werdegang

Berufserfahrung von Leslie Margolies

  • Bis heute 15 Jahre und 6 Monate, seit 2009

    Financial Consultant

    Karr Barth Associates

    Karr Barth Inc is a privately held business and our broker dealer is AXA Advisors, which is a subsidiary of AXA Global, which is a publicly held company. I have started my own practice within the framework of a private firm and the resources of a global organization.

  • 6 Monate, Juli 2008 - Dez. 2008

    Financial Advisor, Marketing Consultant

    Ameriprise Financial Services

  • 2006 - 2008

    Financial Advisor

    Wachovia Securities

  • 2005 - 2006

    Financial Advisor

    UBS Financial Services

Ausbildung von Leslie Margolies

  • 2 Jahre und 10 Monate, Sep. 1983 - Juni 1986

    Law

    Temple University School of Law

    Civil litigation

  • 3 Jahre und 9 Monate, Sep. 1978 - Mai 1982

    History

    Northwestern University

    American Legal History

Sprachen

  • Englisch

    -

Interessen

Financial and consumer education for young people--I have two adopted children and my kids give me such great joy. I also love riding horses
gardening
photography
travelling and entertaining good friends with good food.

21 Mio. XING Mitglieder, von A bis Z

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