![Teresa L. Burch](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Ms. Teresa L.
Burch is a Principal at Atwood & Palmer, Inc. She joined the firm in 2004 and is responsible for compliance, client servicing and operations.
Ms. Burch earned a Bachelor of Science in Finance from Park University in 1997.
She has also earned a Masters degree in Information Systems Management from Keller Graduate School in 2007.
Precedenti posizioni note di Teresa L. Burch
| Società | Posizione | Fine |
|---|---|---|
Atwood & Palmer, Inc.
 Atwood & Palmer, Inc. Investment ManagersFinance Atwood & Palmer creates an individualized Investment Policy Statement (IPS) based on client goals, objectives, risk tolerances, liquidity needs and suitability. The IPS dictates how they will customize and manage each client's investment portfolio. Client portfolios consist primarily of stocks, exchanged traded funds or fixed income securities. | Responsabile della Conformità | - |
Formazione di Teresa L. Burch
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
13
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Atwood & Palmer, Inc.
Atwood & Palmer, Inc. Investment ManagersFinance Atwood & Palmer creates an individualized Investment Policy Statement (IPS) based on client goals, objectives, risk tolerances, liquidity needs and suitability. The IPS dictates how they will customize and manage each client's investment portfolio. Client portfolios consist primarily of stocks, exchanged traded funds or fixed income securities. | Finance |
Park University
 Park University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Keller Graduate School of Management
 Keller Graduate School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
