Hannah Rosemary Neitzke
Corporate Officer/Principal presso WMS Partners LLC
Profilo
Ms. Hannah R.
Neitzke, CPA, is a Financial Advisor at WMS Partners LLC.
She works with the planning team to prepare for meetings by assisting in the analysis, research, and production of reports, and is also responsible for many day-to-day tasks that are important for maintaining clients’ accounts.
She is also a member of the Real Estate Investment sub-committee.
Prior to joining WMS Partners, she was an Assurance Associate with PricewaterhouseCoopers.
She is a Certified Public Accountant (CPA) and summa cum laude graduate of DeSales University where she earned dual Bachelor of Science degrees in Accounting and Finance.
Posizioni attive di Hannah Rosemary Neitzke
Società | Posizione | Inizio |
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WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | Corporate Officer/Principal | 01/01/2023 |
Formazione di Hannah Rosemary Neitzke
DeSales University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | Finance |
- Borsa valori
- Insiders
- Hannah Rosemary Neitzke