Karriereverlauf von Kathleen Marie Longo
Ehemalige bekannte Positionen von Kathleen Marie Longo
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | Portfolio Manager-Aktien | 01.01.2001 | 01.04.2014 |
Purdue University | Corporate Officer/Principal | - | - |
Ausbildung von Kathleen Marie Longo
Purdue University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 3 |
Operativ
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Corporate Officer/Principal | 1 |
Sektoral
Finance | 2 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
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Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | Finance |
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