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Perfil
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.
Antiguos cargos conocidos de Teresa L. Burch.
| Empresas | Cargo | Fin |
|---|---|---|
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. | Oficial de Cumplimiento | - |
Formación de Teresa L. Burch.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
13
Relaciones de 1er grado
3
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 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 |
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