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Tressa J. Hastreiter
Nessuna posizione attualmente
Profilo
Ms. Tressa J.
Hastreiter is Investment Data Analyst at Heck Capital Advisors LLC.
She began her investment career in 2010 after working 10 years in corporate business administration.
As a part of Heck Capital Advisors, Ms. Hastreiter is responsible for preparing client reports, performance reporting and presentations.
She assists in mutual fund searches, completing performance examinations and attribution analysis.
In addition, she provides client service support, investment software system support, and administrative/human resources assistance.
She has a Professional of Human Resources (PHR) designation and passed the Series 65, Uniform Investment Adviser Law Examination.
Ms. Hastreiter holds a Bachelor of Business Administration degree from University of Wisconsin - Madison.
Precedenti posizioni note di Tressa J. Hastreiter
| Società | Posizione | Fine |
|---|---|---|
Heck Capital Advisors LLC
 Heck Capital Advisors LLC Investment ManagersFinance Heck Capital manages three primary investment programs (Asset Allocation, Equity & Fixed Income Securities, and Indexing) with multiple style options to allow clients to diversify or concentrate investments along the risk/return spectrum of their choice. The firm’s portfolio managers incorporate a top-down macro analysis and a bottom-up quantitative/qualitative strategy to screen thousands of mutual funds, equities, and fixed income securities. | Corporate Officer/Principal | 01/06/2012 |
UnitedHealth Group Ventures LLC
 UnitedHealth Group Ventures LLC Investment ManagersFinance UnitedHealth Group invests in companies located in United States. The firm targets companies operating in the fields of the health technology sector. It provides financing for buyout and early stage capital requirements. | Corporate Officer/Principal | 01/12/2008 |
University of Wisconsin Hospitals & Clinics Authority
 University of Wisconsin Hospitals & Clinics Authority Hospital/Nursing ManagementHealth Services Provides healthcare services | Corporate Officer/Principal | 01/10/2005 |
Charter Communications Operating LLC
 Charter Communications Operating LLC Cable/Satellite TVConsumer Services Functions as a financing subsidiary/special purpose entity | Corporate Officer/Principal | 28/02/2003 |
Formazione di Tressa J. Hastreiter
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
96
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Charter Communications Operating LLC
Charter Communications Operating LLC Cable/Satellite TVConsumer Services Functions as a financing subsidiary/special purpose entity | Consumer Services |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Wisconsin Hospitals & Clinics Authority
University of Wisconsin Hospitals & Clinics Authority Hospital/Nursing ManagementHealth Services Provides healthcare services | Health Services |
Heck Capital Advisors LLC
Heck Capital Advisors LLC Investment ManagersFinance Heck Capital manages three primary investment programs (Asset Allocation, Equity & Fixed Income Securities, and Indexing) with multiple style options to allow clients to diversify or concentrate investments along the risk/return spectrum of their choice. The firm’s portfolio managers incorporate a top-down macro analysis and a bottom-up quantitative/qualitative strategy to screen thousands of mutual funds, equities, and fixed income securities. | Finance |
UnitedHealth Group Ventures LLC
UnitedHealth Group Ventures LLC Investment ManagersFinance UnitedHealth Group invests in companies located in United States. The firm targets companies operating in the fields of the health technology sector. It provides financing for buyout and early stage capital requirements. | Finance |
