Kaitlyn Renken
Analyst-Equity chez Heritage Wealth Advisors LLC
Profil
Ms. Kaitlyn Renken is a Trading & Portfolio Operations Associate at Heritage Wealth Advisors LLC.
She is a Trading & Portfolio Operations Associate with Heritage Wealth Advisors.
She prepares investment proposals for prospective clients, monitors active portfolios, and implements trades across the firm.
She also works alongside the Investment Research team.
Prior to joining the firm, Ms. Kaitlyn worked as a Portfolio Analyst and Trader in the Pittsburgh area.
She earned a Bachelor of Science in Business Administration, with a concentration in Economics and Finance.
Postes actifs de Kaitlyn Renken
| Sociétés | Poste | Début |
|---|---|---|
Heritage Wealth Advisors LLC
 Heritage Wealth Advisors LLC Investment ManagersFinance Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans. | Analyst-Equity | 01/08/2021 |
Formation de Kaitlyn Renken
| Robert Morris University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Heritage Wealth Advisors LLC
Heritage Wealth Advisors LLC Investment ManagersFinance Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans. | Finance |
