Nancy W. Hawke
Plus aucun poste en cours
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 |
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Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Corporate Officer/Principal | 31/12/2005 |
Formation de Nancy W. Hawke
University of California, Irvine | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
Entreprise privées | 1 |
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Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Finance |