Profilo
Ms. Katherine E.
Werre is Financial Counselor at Willow Street Advisors LLC.
Her focus includes tax planning and compliance, investment review and analysis, and estate planning.
Ms. Werre brings a diverse knowledge base to Willow Street Advisors and graduated summa cum laude from the Ohio State University with Bachelor of Science in Meteorology.
She received her Masters of Accountancy from Cleveland State University in 2012.
Precedenti posizioni note di Katherine E. Werre
| Società | Posizione | Fine |
|---|---|---|
Willow Street Advisors LLC
 Willow Street Advisors LLC Investment ManagersFinance Founded in 2008 by Chris Bray, Rich Stevens and Dave Kearns, Willow Street Advisors LLC is a registered investment advisor located in Naples, Florida. The firm provides comprehensive wealth management services including investment management, trust administration and tax consulting. | Responsabile della Conformità | 01/01/2014 |
Formazione di Katherine E. Werre
| The Ohio State University | Undergraduate Degree |
| Cleveland 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
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Willow Street Advisors LLC
Willow Street Advisors LLC Investment ManagersFinance Founded in 2008 by Chris Bray, Rich Stevens and Dave Kearns, Willow Street Advisors LLC is a registered investment advisor located in Naples, Florida. The firm provides comprehensive wealth management services including investment management, trust administration and tax consulting. | Finance |
- Borsa valori
- Insiders
- Katherine E. Werre
