Dannelle Dyan Ward

Fondateur chez Acropolis Investment Management LLC

Profil

Ms. Dannelle D.
Ward is Partner at Acropolis Investment Management LLC.
She has over 20 years of experience in the financial services industry.
In the firm she has advised high net worth individuals and their families on their investments and many other financial matters including their estate planning needs, risk management, tax efficiency, retirement planning, and income and cash-flow management.
She is also the firm’s Chief Compliance Officer.
Prior to co-founding Acropolis Investment Management in 2002, Ms. Ward spent ten years at Mark Twain Bank.
She began her career in 1990 as an internal auditor and went on join the Capital Markets where she was a Vice President and Assistant Managing Director in the Institutional Fixed Income Group until she left to start Acropolis.
She earned a B.S.
in Business Administration with a concentration in accounting and economics from the University of Missouri St. Louis in 1990.
She is a registered investment advisor representative.
She earned her Certified Financial Planner designation in 2018.

Postes actifs de Dannelle Dyan Ward

Sociétés	Poste	Début
Acropolis Investment Management LLC	Fondateur	01/01/2002

Anciens postes connus de Dannelle Dyan Ward

Sociétés	Poste	Fin
Mark Twain Bancshares, Inc.	Corporate Officer/Principal	31/12/1998

Formation de Dannelle Dyan Ward

University of Missouri

Undergraduate Degree