Kathleen Marie Valleau
Gestor de Cartera-Acciones en ShankerValleau Wealth Advisors, Inc. .
Perfil
Ms. Kathleen M.
Valleau is a Financial Planner at ShankerValleau Wealth Advisors, Inc.
She holds a Certificate in Financial Planning from Northwestern University and Bachelor of Science degrees in both Accountancy and Finance from the University of Illinois at Urbana-Champaign.
Cargos activos de Kathleen Marie Valleau
Empresas | Cargo | Inicio |
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ShankerValleau Wealth Advisors, Inc.
ShankerValleau Wealth Advisors, Inc. Investment ManagersFinance ShankerValleau Wealth Advisors, Inc. (SV Wealth) is an independent registered investment advisor and wealth management firm headquartered in Skokie, Illinois. Founded in 1992, SV Wealth offers wealth management services to individual clients. | Gestor de Cartera-Acciones | 01/04/2019 |
Formación de Kathleen Marie Valleau.
University of Illinois | Undergraduate Degree |
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Relaciones de 1er grado
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Empresas privadas | 1 |
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ShankerValleau Wealth Advisors, Inc.
ShankerValleau Wealth Advisors, Inc. Investment ManagersFinance ShankerValleau Wealth Advisors, Inc. (SV Wealth) is an independent registered investment advisor and wealth management firm headquartered in Skokie, Illinois. Founded in 1992, SV Wealth offers wealth management services to individual clients. | Finance |
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