Triangle Wealth Management Employee Directory

Triangle Wealth Management corporate office is located in 1301 Annapolis Dr, Raleigh, North Carolina, 27608, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

C-Suite

Sales

Legal

Key Employees of Triangle Wealth Management

Deborah Kaufma...
Managing Director, Chief Financial Officer
PhoneEmail
PR
Paul Reynolds
President & Founder
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Triangle Wealth Management Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Triangle Wealth Management

Hundreds of professionals searching for Triangle Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

SL
Scott Loyek
Email Direct
Managing Director
United States , North Carolina , Raleigh

DM
Dorothy Moravec
Email Direct
Portfolio Compliance Administrator
United States , North Carolina , Raleigh

SP
Sara Poston
Email Direct
Client Services Associate
United States , North Carolina , Raleigh

KR
Kimberly Randolph
Email Direct
Client Relationship Specialist
United States , North Carolina , Raleigh

DF
Darren Ford
Email Direct
Portfolio Manager
United States , North Carolina , Raleigh

PR
Paul Reynolds
Email Direct
President & Founder
United States , North Carolina , Raleigh

Deborah Kaufman
Email Direct
Managing Director, Chief Financial Officer
United States , North Carolina , Raleigh

MP
Michelle Petruolo
Email Direct
Senior Relationship Manager
United States , North Carolina , Raleigh

MR
Mary Reynolds
Email Direct
Client Service Associate
United States , North Carolina , Raleigh

Former Employees at Triangle Wealth Management

Explore people who held key positions, contributed to Triangle Wealth Management's success, and advanced their careers.

SF
Susan Franklin
Client Services Coordi... at Freeman Financial Serv...
Worked as Associate Portfolio Manager
at Triangle Wealth Management (2017-2021)
Email Direct

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Frequently Asked Questions Regarding Triangle Wealth Management Employees

How many employees does Triangle Wealth Management have?

Triangle Wealth Management has 11-50 employees

Who is the CFO of Triangle Wealth Management?

Triangle Wealth Management’s CFO is Deborah Kaufman

Who are Triangle Wealth Management key employees?

Some of Triangle Wealth Management key employees are Deborah Kaufman, Paul Reynolds

Where is Triangle Wealth Management located?

Triangle Wealth Management’s headquarters are located at 1301 Annapolis Dr, Raleigh, North Carolina, 27608, United States

How do I contact Triangle Wealth Management?

Triangle Wealth Management Contact Info: Phone number: (919) 838-3221 Website: www.trianglewealth.com

What does Triangle Wealth Management do?

Triangle Wealth Management is an independent investment advisory firm focused on helping families create strategic financial plans to achieve their long-term goals. The firm primarily serves retirees, business owners, professionals, and multi-generational families who appreciate personal relationships and professional financial guidance. Each clien... Read More

Is Triangle Wealth Management a public company?

Triangle Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Triangle Wealth Management Employees