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Cathy Ann Simmons
Compliance Officer bei Legacy Wealth Management, Inc.
Aktive Positionen von Cathy Ann Simmons
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Legacy Wealth Management, Inc.
![]() Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | Compliance Officer | 01.08.2000 | - |
Mitglied des Investmentausschusses | 01.08.2000 | - | |
Portfolio Manager-Aktien | 01.08.2000 | - |
Karriereverlauf von Cathy Ann Simmons
Ehemalige bekannte Positionen von Cathy Ann Simmons
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
AMERICAN EXPRESS COMPANY | Corporate Officer/Principal | - | - |
Ausbildung von Cathy Ann Simmons
University of Memphis | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Masters Business Admin | 1 |
Undergraduate Degree | 1 |
Corporate Officer/Principal | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
---|---|
AMERICAN EXPRESS COMPANY | Finance |
Private Unternehmen | 1 |
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Legacy Wealth Management, Inc.
![]() Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | Finance |
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