CoverProfile

Deborah Kaufman

Chief Financial Officer and Managing Director

Triangle Wealth Management

United States, North Carolina, Raleigh

About Me

Deborah joined Triangle in 2006. As Chief Financial Officer, she is responsible for the Firm’s financial reporting, billing, and long-term budget planning. Deborah is dedicated to ensuring that internal controls and processes are in place to help safeguard Firm assets. Deborah’s auditing experience, meticulous attention to detail, and project management skills make her an integral part of our Firm’s leadership.

Profile Information

Chief Financial Officer and Managing Director

Triangle Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Raleigh

North Carolina

United States

Jan 8, 2025

More profiles to browse

PR
Paul Reynolds
President and Founder
SL
Scott Loyek
Managing Director

You Might Like

JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RD
Russ Degitz
Principal
Huntington University