![Alana Christine Asmussen](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Ms. Alana C.
Asmussen, CFA, is a Lead Advisor & Principal at Dowling & Yahnke LLC.
She joined Dowling & Yahnke in 1995 and is a key participant in the growth and development of the Firm.
She has extensive experience managing portfolios and guiding clients through all phases of their financial lives.
She holds the designations Chartered Financial Analyst, Certified Financial Planner and has a Master of Science in Business Administration, Financial Planning from San Diego State University.
She completed her undergraduate work at the University of Iowa with a Bachelor’s Degree in Business, Economics.
Eerdere bekende functies van Alana Christine Asmussen
| Bedrijven | Functie | Einde |
|---|---|---|
Dowling & Yahnke LLC
 Dowling & Yahnke LLC Investment ManagersFinance Dowling & Yahnke's investment approach in based on Modern Portfolio Theory and is designed to build broadly diversified, tax-efficient portfolios that capture the targeted asset class returns in a low-cost manner. The firm designs and implements wealth management solutions that are tailored to meet each client's goals and objectives. They use individual large company stocks in a diversified portfolio to gain broad exposure to the largest part of the US stock market in a low cost, tax efficient manner. In addition, small company stock and international stock mutual funds are used to provide broad diversification to the overall portfolio. | Portefeuillebeheerder-Aandelen | 01-03-2022 |
Opleiding van Alana Christine Asmussen
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
14
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Dowling & Yahnke LLC
Dowling & Yahnke LLC Investment ManagersFinance Dowling & Yahnke's investment approach in based on Modern Portfolio Theory and is designed to build broadly diversified, tax-efficient portfolios that capture the targeted asset class returns in a low-cost manner. The firm designs and implements wealth management solutions that are tailored to meet each client's goals and objectives. They use individual large company stocks in a diversified portfolio to gain broad exposure to the largest part of the US stock market in a low cost, tax efficient manner. In addition, small company stock and international stock mutual funds are used to provide broad diversification to the overall portfolio. | Finance |
San Diego State University
 San Diego State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Iowa
 University of Iowa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
