Kathleen Marie Valleau
Portefeuillebeheerder-Aandelen bij ShankerValleau Wealth Advisors, Inc.
Profiel
Ms. Kathleen M.
Valleau is a Financial Planner at ShankerValleau Wealth Advisors, Inc.
She holds a Certificate in Financial Planning from Northwestern University and Bachelor of Science degrees in both Accountancy and Finance from the University of Illinois at Urbana-Champaign.
Actieve functies van Kathleen Marie Valleau
Bedrijven | Functie | Begin |
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ShankerValleau Wealth Advisors, Inc.
ShankerValleau Wealth Advisors, Inc. Investment ManagersFinance ShankerValleau Wealth Advisors, Inc. (SV Wealth) is an independent registered investment advisor and wealth management firm headquartered in Skokie, Illinois. Founded in 1992, SV Wealth offers wealth management services to individual clients. | Portefeuillebeheerder-Aandelen | 01-04-2019 |
Opleiding van Kathleen Marie Valleau
University of Illinois | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Bedrijven in privébezit | 1 |
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ShankerValleau Wealth Advisors, Inc.
ShankerValleau Wealth Advisors, Inc. Investment ManagersFinance ShankerValleau Wealth Advisors, Inc. (SV Wealth) is an independent registered investment advisor and wealth management firm headquartered in Skokie, Illinois. Founded in 1992, SV Wealth offers wealth management services to individual clients. | Finance |