Tammy M. Dannewitz
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Perfil
Prior to joining Meritage, Ms. Dannewitz has extensive experience in the investment field.
In addition to her CFP Certification, her academic training in accounting and business includes an MBA from Baker University.
Antiguos cargos conocidos de Tammy M. Dannewitz.
| Empresas | Cargo | Fin |
|---|---|---|
Meritage Portfolio Management, Inc.
 Meritage Portfolio Management, Inc. Investment ManagersFinance Meritage Portfolio Management, Inc. (Meritage) is a wealth management firm and SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1991, originally bearing the names of the four founding principals, Eveans, Bash, Magrino and Klein, Inc. Meritage provides personalized investment management on a discretionary basis to individuals, families and a variety of institutional clients which includes employee benefit plans, foundations, endowments and public funds with separately managed portfolios. | Corporate Officer/Principal | - |
Formación de Tammy M. Dannewitz.
| Baker University | Masters Business Admin |
Experiencias
Funciones ocupadas
Activas
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Empresas cotizadas
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Empresas relacionadas
| Empresas privadas | 1 |
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Meritage Portfolio Management, Inc.
Meritage Portfolio Management, Inc. Investment ManagersFinance Meritage Portfolio Management, Inc. (Meritage) is a wealth management firm and SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1991, originally bearing the names of the four founding principals, Eveans, Bash, Magrino and Klein, Inc. Meritage provides personalized investment management on a discretionary basis to individuals, families and a variety of institutional clients which includes employee benefit plans, foundations, endowments and public funds with separately managed portfolios. | Finance |
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