Kathy Vermeer
Plus aucun poste en cours
Profil
Ms. Katy Vermeer is a Director-Client Services at Punch & Associates Investment Management, Inc. She began her career at Dain Bosworth in the early 80’s as a product manager and earned her CFP designation.
After a brief stint at John G.
Kinnard, Ms. Vermeer joined Kopp Investment Advisors, a Minneapolis based money management firm, where she worked for twelve years, both on the client service side and in portfolio management.
Her passion is helping clients with all aspects of their financial planning and investment needs.
Ms. Vermeer holds a graduate from DePauw University in Greencastle, Indiana.
Anciens postes connus de Kathy Vermeer
Sociétés | Poste | Fin |
---|---|---|
Dain Bosworth, Inc. | Corporate Officer/Principal | - |
John G. Kinnard & Co. | Corporate Officer/Principal | - |
Kopp Investment Advisors LLC
Kopp Investment Advisors LLC Investment ManagersFinance Founded in 1990 by Lee Kopp, Kopp Investment Advisors LLC is a registered investment advisor located in Bloomington, Minnesota. The firm is a subsidiary of Kopp Holding Co. LLC. | Gestionnaire de Portefeuille-Actions | - |
Formation de Kathy Vermeer
DePauw University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
Entreprise privées | 3 |
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Kopp Investment Advisors LLC
Kopp Investment Advisors LLC Investment ManagersFinance Founded in 1990 by Lee Kopp, Kopp Investment Advisors LLC is a registered investment advisor located in Bloomington, Minnesota. The firm is a subsidiary of Kopp Holding Co. LLC. | Finance |
Dain Bosworth, Inc. | Finance |
John G. Kinnard & Co. | Finance |