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

SL
Scott Loyek
Managing Director
PR
Paul Reynolds
President and Founder

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial