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Sandy Ratti
Plus aucun poste en cours
Profil
Prior to joining Envision Capital Management in March 1997, Ms. Ratti worked for a major financial institution for thirty years, primarily in their trust and investment management services division.
While there, she held various positions in marketing and sales, including national marketing services representative and Western region marketing officer.
She attended Phoenix College in Arizona.
Anciens postes connus de Sandy Ratti
Sociétés | Poste | Fin |
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Envision Capital Management Ltd.
![]() Envision Capital Management Ltd. Investment ManagersFinance Envision Capital Management Ltd. (ECM) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded in 1982 as Physicians Financial Services Ltd. and became known as Envision Capital Management in 1998. The Druckman Family Trust owns 100% of the firm's company’s shares. ECM provides discretionary investment management or portfolio management services to clients with separately managed accounts. These clients include individuals and high net-worth individuals, pension and profit-sharing plans (other than plan participants), charitable organizations, trusts, and estates. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Sociétés liées
Entreprise privées | 1 |
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Envision Capital Management Ltd.
![]() Envision Capital Management Ltd. Investment ManagersFinance Envision Capital Management Ltd. (ECM) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded in 1982 as Physicians Financial Services Ltd. and became known as Envision Capital Management in 1998. The Druckman Family Trust owns 100% of the firm's company’s shares. ECM provides discretionary investment management or portfolio management services to clients with separately managed accounts. These clients include individuals and high net-worth individuals, pension and profit-sharing plans (other than plan participants), charitable organizations, trusts, and estates. | Finance |