Perfil
Ms. Tricia Beverage is an Associate-Client Services & Compliance at SFMG LLC.
She has over 10 years experience in financial operations.
She began her career at Undiscovered Managers, LLC, quickly moving into the role of Vice President of Fund Operations.
After that firm was acquired by a New York based company, Ms. Beverage moved into the wealth management industry as Operations Manager for Investors Asset Management, Inc. in Plano, Texas.
Ms. Beverage earned her MA from Amber University in 1996 and a BS from Oklahoma Christian College in 1984.
Antiguos cargos conocidos de Tricia Beverage.
| Empresas | Cargo | Fin |
|---|---|---|
Investors Asset Management, Inc.
 Investors Asset Management, Inc. Investment ManagersFinance Founded in 1983, Investors Asset Management, Inc. (IAM) is a registered investment advisor based in Plano, Texas. Their clients include individuals, trusts, institutions and retirement plans. | Corporate Officer/Principal | - |
| Undiscovered Managers LLC | Corporate Officer/Principal | - |
Formación de Tricia Beverage.
| Oklahoma Christian University | Undergraduate Degree |
| Amberton University | Graduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Investors Asset Management, Inc.
Investors Asset Management, Inc. Investment ManagersFinance Founded in 1983, Investors Asset Management, Inc. (IAM) is a registered investment advisor based in Plano, Texas. Their clients include individuals, trusts, institutions and retirement plans. | Finance |
| Undiscovered Managers LLC | Finance |
- Bolsa de valores
- Insiders
- Tricia Beverage
