Two freshly-minted titles and a promotion
David Primes recently received his MSA (Master of Science in Accounting) from California State University, Northridge (where he also earned his Bachelor of Science in Accounting). Why would a business owner/partner go to school? “Building knowledge” is one of the fundamentals in our business philosophy. That applies to everyone at SPS. You can view David Primes’s list of degrees, certifications, memberships, and appointments
on our website.
Managing Shareholder Rick Schenkel passed his Series 65 exam. The Series 65 exam, technically the Uniform Investment Adviser Law Examination, covers laws, regulations, ethics, and more regarding investing and portfolio management. Being an Investment Adviser Representative dovetails with his responsibilities in SPS’s Business Consulting and Personal Financial Planning Departments.
Congratulations to Susan Garabedian, who has been promoted to Senior Manager. She will have additional duties and responsibilities, but will continue to mentor the professional staff. Becoming Senior Manager is one more step on her path to partnership.