Mary Beth Berndt
Gestore di Portafoglio-Azioni presso Accredited Investors, Inc.
Profilo
Ms. Mary Beth Berndt is Wealth Management Assistant at Accredited Investors, Inc. She is a member of the wealth management team and helps to ensure all client deliverables and reports are developed in a timely and accurate manner.
Prior to joining Accredited Investors, Ms. Berndt held administrative positions across advertising, television, and radio.
She received her undergraduate degree in Business Administration and Communications from the University of Wisconsin.
Posizioni attive di Mary Beth Berndt
Società | Posizione | Inizio |
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Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | Gestore di Portafoglio-Azioni | - |
Formazione di Mary Beth Berndt
University of Wisconsin | 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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Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | Finance |
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