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Loopbaan van Leanne M. DeVey
Eerdere bekende functies van Leanne M. DeVey
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Investors Asset Management, Inc.
![]() Investors Asset Management, Inc. Investment ManagersFinance Founded in 1983, Investors Asset Management, Inc. (IAM) is a registered investment advisor based in Plano, Texas. Their clients include individuals, trusts, institutions and retirement plans. | Lid van de Investeringscommissie | 31-12-2008 | 31-12-2008 |
Portefeuillebeheerder-Aandelen | 31-12-2008 | 31-12-2008 | |
Portfolio Manager-Fixed Income | 31-12-2008 | 31-12-2008 | |
Burns Wealth Management, Inc.
![]() Burns Wealth Management, Inc. Investment ManagersFinance Founded in 2002, Burns Wealth Management, Inc. is a registered investment advisor headquartered in Oklahoma City, Oklahoma. In September 2011, Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. In March 2013, Exencial Wealth Advisors acquired Investors Asset Management, Inc. Their clients may choose Exencial Wealth Advisors to manage all or a portion of their assets through Genworth Financial Wealth Management, Inc. Exencial Wealth Advisors provides investment advice and manages wealth management accounts for high net-worth individuals, pension and profit sharing plans, trusts, estates, municipalities, corporations and business entities. | Lid van de Investeringscommissie | 01-01-2013 | - |
Portefeuillebeheerder-Aandelen | 01-01-2013 | - | |
Portfolio Manager-Fixed Income | 01-01-2013 | - |
Opleiding van Leanne M. DeVey
Texas Woman's University | Undergraduate Degree |
University of North Texas | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 5 |
Operationeel
Investment Committee Member | 2 |
Portfolio Manager-Equities | 2 |
Portfolio Manager-Fixed Income | 2 |
Sectoraal
Finance | 3 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 2 |
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Investors Asset Management, Inc.
![]() Investors Asset Management, Inc. Investment ManagersFinance Founded in 1983, Investors Asset Management, Inc. (IAM) is a registered investment advisor based in Plano, Texas. Their clients include individuals, trusts, institutions and retirement plans. | Finance |
Burns Wealth Management, Inc.
![]() Burns Wealth Management, Inc. Investment ManagersFinance Founded in 2002, Burns Wealth Management, Inc. is a registered investment advisor headquartered in Oklahoma City, Oklahoma. In September 2011, Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. In March 2013, Exencial Wealth Advisors acquired Investors Asset Management, Inc. Their clients may choose Exencial Wealth Advisors to manage all or a portion of their assets through Genworth Financial Wealth Management, Inc. Exencial Wealth Advisors provides investment advice and manages wealth management accounts for high net-worth individuals, pension and profit sharing plans, trusts, estates, municipalities, corporations and business entities. | Finance |
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