Stephanie Adair Byrd

Stephanie Adair Byrd

Portefeuillebeheerder-Aandelen bij View Capital RIA LP

Finance
Consumer Services

Profiel

Ms. Stephanie A.
Byrd is a Director, Certified Financial Planner & Client Relationship Manager.
As a Director and Client Advisor, she advises and manages numerous client relationships, helping everyone from individuals to multi-generational families manage their personal finances.
All along the way, she takes an active role in helping her clients understand and manage their day-to-day financial matters.
Prior to joining View Capital Advisors, Ms. Byrd worked for 12 years with Arthur Andersen, LLP, and KPMG, LLP, advising corporate executives and high-net-worth individuals and families with investments and financial planning.
She has a BBA degree in financial services and planning from Baylor University and is a Certified Financial Planner.
She is also a member of the Financial Planning Association and has served on the Scholarship Committee for the DFW chapter.

Actieve functies van Stephanie Adair Byrd

BedrijvenFunctieBegin
Portefeuillebeheerder-Aandelen 01-07-2005
Alle actieve functies van Stephanie Adair Byrd

Opleiding van Stephanie Adair Byrd

Hankamer School of Business Undergraduate Degree

Ervaring
Beklede functies

Actief

Inactief

Beursgenoteerde bedrijven

Bedrijven in privébezit

Ervaring van Stephanie Adair Byrd in detail bekijken

Connecties

4

Eerstegraads connecties

2

Bedrijven verbonden in de eerste graad

Man

Vrouw

Besturend

Uitvoerend

Persoonlijk netwerk weergeven

Verwante bedrijven

Bedrijven in privébezit1

Finance

Zie bedrijfsconnecties
  1. Beurs
  2. Insiders
  3. Stephanie Adair Byrd