Emily Tierney Petty
Gestore di Portafoglio-Azioni presso Windward Private Wealth Management, Inc.
Profilo
Ms. Emily T.
Petty is a Wealth Manager at Windward Private Wealth Management, Inc. She assists with a wide variety of financial planning and wealth management tasks, including preparation of client financial plans, investment recommendations and tax return preparation.
She received her B.S., Psychology and M.S., Personal Financial Planning degree from Kansas State University.
Posizioni attive di Emily Tierney Petty
| Società | Posizione | Inizio |
|---|---|---|
Windward Private Wealth Management, Inc.
 Windward Private Wealth Management, Inc. Investment ManagersFinance Windward Private Wealth Management, Inc. (Windward) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Overland Park, Kansas. The firm was founded by Darrell Tierney in 1999. Windward provides a broad range of wealth management services to individuals and pension and profit-sharing plans. | Gestore di Portafoglio-Azioni | 01/06/2010 |
Formazione di Emily Tierney Petty
| Kansas State University | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Windward Private Wealth Management, Inc.
Windward Private Wealth Management, Inc. Investment ManagersFinance Windward Private Wealth Management, Inc. (Windward) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Overland Park, Kansas. The firm was founded by Darrell Tierney in 1999. Windward provides a broad range of wealth management services to individuals and pension and profit-sharing plans. | Finance |
- Borsa valori
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- Emily Tierney Petty
