Teresa L. Burch

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Consumer Services

Finance

Profil

Ms. Teresa L.
Burch is a Principal at Atwood & Palmer, Inc. She joined the firm in 2004 and is responsible for compliance, client servicing and operations.
Ms. Burch earned a Bachelor of Science in Finance from Park University in 1997.
She has also earned a Masters degree in Information Systems Management from Keller Graduate School in 2007.

Ehemalige bekannte Positionen von Teresa L. Burch

Unternehmen	Position	Ende
Atwood & Palmer, Inc. Atwood & Palmer, Inc. Investment ManagersFinance Atwood & Palmer creates an individualized Investment Policy Statement (IPS) based on client goals, objectives, risk tolerances, liquidity needs and suitability. The IPS dictates how they will customize and manage each client's investment portfolio. Client portfolios consist primarily of stocks, exchanged traded funds or fixed income securities.	Compliance Officer	-

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Erfahrungen
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Private Unternehmen

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Beziehungen

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Unternehmensverbindungen

Private Unternehmen	3
Atwood & Palmer, Inc. Atwood & Palmer, Inc. Investment ManagersFinance Atwood & Palmer creates an individualized Investment Policy Statement (IPS) based on client goals, objectives, risk tolerances, liquidity needs and suitability. The IPS dictates how they will customize and manage each client's investment portfolio. Client portfolios consist primarily of stocks, exchanged traded funds or fixed income securities.	Finance
Park University Park University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Keller Graduate School of Management Keller Graduate School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services