Profil
Ms. Nancy W.
Hawke is Wealth Manager at Wetherby Asset Management, Inc.
Prior to joining Wetherby Asset Management in 2006, Ms. Hawke was a Financial Advisor at Ameriprise Financial Services in San Francisco where she practiced comprehensive financial planning, including portfolio construction, goal planning and risk management.
Prior to that, she was a program director at an afterschool learning center for children.
She has over eight years of experience serving high net worth individuals and families.
Ms. Hawke earned a BA in Economics and Minor in Psychology from the University of California, Irvine.
As part of her undergraduate program, she studied abroad in Birmingham, United Kingdom and Siena, Italy.
She is a Certified Financial Planner certificant and is a member of the Financial Planning Association of San Francisco.
Anciens postes connus de Nancy W. Hawke
| Sociétés | Poste | Fin |
|---|---|---|
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2005 |
Formation de Nancy W. Hawke
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of California, Irvine
University of California, Irvine Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















