![Hannah Rosemary Neitzke](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Hannah Rosemary Neitzke
Corporate Officer/Principal bij WMS Partners LLC
Profiel
Ms. Hannah R.
Neitzke, CPA, is a Financial Advisor at WMS Partners LLC.
She works with the planning team to prepare for meetings by assisting in the analysis, research, and production of reports, and is also responsible for many day-to-day tasks that are important for maintaining clients’ accounts.
She is also a member of the Real Estate Investment sub-committee.
Prior to joining WMS Partners, she was an Assurance Associate with PricewaterhouseCoopers.
She is a Certified Public Accountant (CPA) and summa cum laude graduate of DeSales University where she earned dual Bachelor of Science degrees in Accounting and Finance.
Actieve functies van Hannah Rosemary Neitzke
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WMS Partners LLC
![]() WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | Corporate Officer/Principal | 01-01-2023 |
Opleiding van Hannah Rosemary Neitzke
DeSales University | Undergraduate Degree |
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WMS Partners LLC
![]() WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | Finance |