Mountain View, CA (PRWEB) December 20, 2010
The partners and colleagues at Stanford Investment Group, Inc. congratulate Carolyn Bell on her retirement as she departs to pursue other lifelong interests.
Carolyn Bell has been with Stanford Investment Group, Inc. since 1998, serving as Vice President of the firm since 2001. Prior to entering the wealth management industry she held various engineering and technical consulting positions at Hewlett Packard and Adobe.
Carolyn’s experience with, and knowledge of, the technology industry was valuable in developing the firm’s strategies for diversifying concentrated stock and options plans. Carolyn created in- house proprietary software programs and tools and promoted technological advancements for the firm.
Helen Dietz, the President of Stanford Investment Group, Inc., has worked closely with Carolyn and the senior advisors of the firm to provide a seamless transition. In September the firm hosted a reception in honor of Carolyn’s contribution and her years of service. Carolyn will be retiring as a partner and advisor of the firm effective December 31, 2010.
Stanford Investment Group, Inc., an independent investment advisor and broker-dealer provides wealth and portfolio management. Located in California's Silicon Valley, Stanford Investment Group, Inc. has 27 years of experience guiding clients through economic cycles and market changes. The advisors at Stanford Investment Group, Inc. seek to guide clients through complex life events by helping them make thoughtful financial decisions that align with their goals and values.
For more information visit the Stanford Investment Group website at: http://www.stanfordinvestment.com.
Stanford Investment Group, a Registered Investment Advisor and FINRA member Broker/Dealer is not affiliated with Stanford University.
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