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Profil
Ms. Rachel Roffman is Operations Analyst at Herndon Capital Management LLC.
Before coming to Herndon Capital Management, LLC, Ms. Roffman spent 2 years at Capital Management Advisors, and RIA firm in Marietta, GA. There she divided her time between Operations, Trade Support and Research.
Prior to that she lived in Baltimore MD and worked for Baltimore-Washington Financial Advisors, where she was the Investment Operations Manager.
Her experience also includes working in the Corporate Trust Department for M&T Bank and for the Investment Management Services Department for Legg Mason Smith Barney.
Ms. Roffman earned a Bachelor of Science in Communications from Towson University in Baltimore.
Anciens postes connus de Rachel Roffman
| Sociétés | Poste | Fin |
|---|---|---|
Capital Management Advisors, Inc.
 Capital Management Advisors, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/05/2011 |
Baltimore-Washington Financial Advisors, Inc.
 Baltimore-Washington Financial Advisors, Inc. Investment ManagersFinance BWFA seeks to create diversified client portfolios that earn favorable investment returns while controlling volatility and risk according to the parameters of each client's chosen investment model. The firm works to achieve strong performance over multiple market cycles, endeavoring to select those securities that they believe represent the most attractive opportunities for their clients over the long term. BWFA focuses on investing in securities that they believe are undervalued at the time of purchase and have the potential for growth. | Corporate Officer/Principal | - |
| LEGG MASON, INC. | Corporate Officer/Principal | - |
| M&T BANK CORPORATION | Corporate Officer/Principal | - |
Formation de Rachel Roffman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
36
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Legg Mason, Inc.
 Legg Mason, Inc. Investment ManagersFinance Provides investment and asset management services | Finance |
M&T Bank Corp.
 M&T Bank Corp. Regional BanksFinance Operates as a bank holding company whose subsidiaries provides banking services | Finance |
Baltimore-Washington Financial Advisors, Inc.
Baltimore-Washington Financial Advisors, Inc. Investment ManagersFinance BWFA seeks to create diversified client portfolios that earn favorable investment returns while controlling volatility and risk according to the parameters of each client's chosen investment model. The firm works to achieve strong performance over multiple market cycles, endeavoring to select those securities that they believe represent the most attractive opportunities for their clients over the long term. BWFA focuses on investing in securities that they believe are undervalued at the time of purchase and have the potential for growth. | Finance |
Towson University
 Towson University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Capital Management Advisors, Inc.
Capital Management Advisors, Inc. Investment ManagersFinance Provides investment advice | Finance |
