Wenny Gorman
Analist-Vaste Inkomen bij Sigma Investment Counselors, Inc.
Profiel
Ms. Wenma Gorman, CFA, is a Wealth Advisor at Sigma Investment Counselors, Inc. Her responsibilities at Sigma include serving as a relationship officer and investment advisor on client accounts and also manages the fixed income segment of client portfolios and is a member of Sigma’s Investment Committee.
She joined Sigma in 2012 with 10 years of diversified working experience.
While in China, she instructed executives from Fortune 500 Companies on the Chinese language, customs and business strategies.
After immigrating to the U.S., she joined Fidelity Investments in 2007.
At Fidelity Investments, she served as a relationship officer on client accounts and provided investment-related support to a team of five investment advisors.
Ms. Gorman obtained a Bachelor of Arts degree from Eastern China Normal University in Shanghai, China and a Master of Arts degree from Macquarie University.
Actieve functies van Wenny Gorman
| Bedrijven | Functie | Begin |
|---|---|---|
Sigma Investment Counselors, Inc.
 Sigma Investment Counselors, Inc. Investment ManagersFinance Sigma Investment Counselors, Inc. (Sigma) is an independent, SEC-registered investment advisor headquartered in Northville, Michigan. Founded in 1973, Sigma offers wealth management and financial advisory services to individuals, high net-worth individuals, trusts, estates, corporate pension and profit-sharing plans, and foundation and endowments. | Analist-Vaste Inkomen | 01-01-2012 |
Eerdere bekende functies van Wenny Gorman
| Bedrijven | Functie | Einde |
|---|---|---|
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | 31-12-2011 |
Opleiding van Wenny Gorman
| East China Normal University | Undergraduate Degree |
| Macquarie University | Graduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Sigma Investment Counselors, Inc.
Sigma Investment Counselors, Inc. Investment ManagersFinance Sigma Investment Counselors, Inc. (Sigma) is an independent, SEC-registered investment advisor headquartered in Northville, Michigan. Founded in 1973, Sigma offers wealth management and financial advisory services to individuals, high net-worth individuals, trusts, estates, corporate pension and profit-sharing plans, and foundation and endowments. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
