Susie Pelfrey
Portfolio Manager-Equities at First National Bank of Mount Dora Trust Services
Network origin in Susie Pelfrey first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
First National Bank of Mount Dora Trust Services
 First National Bank of Mount Dora Trust Services Investment ManagersFinance First National Bank of Mount Dora Trust Services (FNBMD Trust Services) is an investment management firm headquartered in Mount Dora, Florida. The firm was founded in 1925 and is a subsidiary of First National Bank of Mount Dora, which is owned by FNBMD Bancshares, Inc. FNBMD Trust Services manages investment portfolio for various types of clients.
2
| Subsidiary | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Susie Pelfrey via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
The First National Bank of Mount Dora
 The First National Bank of Mount Dora Major BanksFinance First National Bank of Mount Dora provides trust and investment services. It offers personal and business accounts services like; business checking accounts, commercial loans, online banking, business check ordering, miscellaneous fee schedule and safe deposit boxes. It also provides asset allocation, estate and financial planning, estate tax reduction strategies, probate avoidance, charitable gifting techniques business succession planning and successor services. The company is headquartered in Mount Dora, FL. | Major Banks | Director/Board Member Chief Investment Officer | |
| MCAP INC. | Investment Banks/Brokers | Director/Board Member | |
| Kelley School of Business | College/University | Masters Business Admin | |
| University of Florida | College/University | Undergraduate Degree |
Statistics
International
| United States | 5 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Operational
| Portfolio Manager-Equities | 2 |
| Director/Board Member | 2 |
| Chief Investment Officer | 2 |
| Corporate Officer/Principal | 1 |
| Independent Dir/Board Member | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Peter Baksh | 5 |
| John D. Pease | 2 |
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