Sandra K. Truitt
Corporate Officer/Principal at Woodward Financial Advisors, Inc.
Profile
Ms. Sandra K.
Truitt is Senior Financial Advisor at Woodward Financial Advisors, Inc.
Ms. Truitt was employed as Lead Financial Advisor by Old Dominion Capital Management, Inc. and Pinnacle Holdings LLC.
She received her BBA in Business Administration with a specialization in Economics and Finance from Wayland Baptist University and MS in Personal Financial Planning from Texas Tech University.
Sandra K. Truitt active positions
| Companies | Position | Start |
|---|---|---|
Woodward Financial Advisors, Inc.
 Woodward Financial Advisors, Inc. Investment ManagersFinance Woodward Financial Advisors, Inc. provides investment advice. The private company is based in Chapel Hill, NC. | Corporate Officer/Principal | 31/12/2014 |
Former positions of Sandra K. Truitt
| Companies | Position | End |
|---|---|---|
Old Dominion Capital Management, Inc.
 Old Dominion Capital Management, Inc. Investment ManagersFinance Old Dominion Capital Management, Inc. (ODCM) is a boutique wealth management firm headquartered in Charlottesville, Virginia. It was founded by James Childress and Mark Thomas in 1989. The firm is a subsidiary of Union Bank & Trust and their ultimate parent is Atlantic Union Bankshares Corp. (NASDAQ: AUB). ODCM offers a full suite of financial planning and investment services to a select group of families, trusts, estates, foundations and retirement plans. | Corporate Officer/Principal | 01/11/2010 |
Pinnacle Holdings LLC
 Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Holdings LLC (dba Pinnacle Investment Advisors) is an independent registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by David Poarch and R. Brett Kramer in 1996. Pinnacle Investment Advisors offers bond and equity portfolio management for individuals, foundations, corporations, trusts, pension and profit-sharing plans, and other business entities. It also offers financial analysis on a consulting basis for bank investment portfolios, corporate cash management, municipal debt defeasance, and liability hedging programs. | Corporate Officer/Principal | 31/07/2010 |
Training of Sandra K. Truitt
| Texas Tech University | Graduate Degree |
| Wayland Baptist University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Old Dominion Capital Management, Inc.
Old Dominion Capital Management, Inc. Investment ManagersFinance Old Dominion Capital Management, Inc. (ODCM) is a boutique wealth management firm headquartered in Charlottesville, Virginia. It was founded by James Childress and Mark Thomas in 1989. The firm is a subsidiary of Union Bank & Trust and their ultimate parent is Atlantic Union Bankshares Corp. (NASDAQ: AUB). ODCM offers a full suite of financial planning and investment services to a select group of families, trusts, estates, foundations and retirement plans. | Finance |
Pinnacle Holdings LLC
Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Holdings LLC (dba Pinnacle Investment Advisors) is an independent registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by David Poarch and R. Brett Kramer in 1996. Pinnacle Investment Advisors offers bond and equity portfolio management for individuals, foundations, corporations, trusts, pension and profit-sharing plans, and other business entities. It also offers financial analysis on a consulting basis for bank investment portfolios, corporate cash management, municipal debt defeasance, and liability hedging programs. | Finance |
Woodward Financial Advisors, Inc.
Woodward Financial Advisors, Inc. Investment ManagersFinance Woodward Financial Advisors, Inc. provides investment advice. The private company is based in Chapel Hill, NC. | Finance |
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