Profil
Ms. Brandy E.
Nelson is Vice President at Financeware, Inc. Ms. Nelson earned a degree in Business Administration from the University of Mary Washington.
Anciens postes connus de Brandy E. Nelson
| Sociétés | Poste | Fin |
|---|---|---|
Wealthcare Capital Management LLC
Wealthcare Capital Management LLC Investment ManagersFinance WCM utilizes GDX360®, a goals-based wealth management platform that synchronizes financial planning, investment strategies, goals-driven advice, operations, and compliance. The firm’s investment philosophy is based on the fundamental premise that the capital markets are continuously uncertain, and that the firm’s job as managers of wealth is to manage those things which they, or their clients, can control over a client’s lifetime or other relevant time period (for institutions). Their investment policy committee is responsible for the selection of securities and the design of portfolios on behalf of their clients’ accounts. | Head-Equity Investments | 07/04/2011 |
Expériences
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Entreprise privées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Wealthcare Capital Management LLC
Wealthcare Capital Management LLC Investment ManagersFinance WCM utilizes GDX360®, a goals-based wealth management platform that synchronizes financial planning, investment strategies, goals-driven advice, operations, and compliance. The firm’s investment philosophy is based on the fundamental premise that the capital markets are continuously uncertain, and that the firm’s job as managers of wealth is to manage those things which they, or their clients, can control over a client’s lifetime or other relevant time period (for institutions). Their investment policy committee is responsible for the selection of securities and the design of portfolios on behalf of their clients’ accounts. | Finance |
















