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Profil
Ms. Helinka Mills is a Principal at Adam Financial Associates, Inc.
Prior to joining Adam Financial Associates in 2007, Ms. Mills worked for ten years at a full service, Boca Raton financial planning company as part of a team offering comprehensive financial planning for individuals and small businesses.
Her previous professional experience includes two years in San Diego with a fee only financial planning firm, five years as an Account Executive with Dean Witter in Washington, D.C., and seven years as a sales, marketing, and management executive with the Hilton Corporation in Boston, Dallas and San Francisco.
Ms. Mills is a graduate of the University of Massachusetts at Amherst in 1976.
She is a Certified Financial Planner professional, having received her designation from the College for Financial Planning in Denver in 1986.
Anciens postes connus de Helinka Mills
| Sociétés | Poste | Fin |
|---|---|---|
Adam Financial Associates, Inc.
 Adam Financial Associates, Inc. Investment ManagersFinance Adam Financial Associate's investment approach is based on asset allocation. They analyze current financial condition, goals and objectives to develop an individual asset allocation and investment strategy appropriate for each client. Through the use of the concepts of modern portfolio theory and optimization software, the firm prepares a written report recommending investment policies and asset class weightings. Based on this report, clients make the appropriate selections of individual securities or funds for their portfolio. | Corporate Officer/Principal | 01/02/2011 |
Barry Financial, Inc. | Corporate Officer/Principal | 01/12/2006 |
| PARK HOTELS & RESORTS INC. | Corporate Officer/Principal | 01/07/1983 |
Dean Witter
 Dean Witter Investment ManagersFinance Investment management | Corporate Officer/Principal | - |
Formation de Helinka Mills
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Adam Financial Associates, Inc.
Adam Financial Associates, Inc. Investment ManagersFinance Adam Financial Associate's investment approach is based on asset allocation. They analyze current financial condition, goals and objectives to develop an individual asset allocation and investment strategy appropriate for each client. Through the use of the concepts of modern portfolio theory and optimization software, the firm prepares a written report recommending investment policies and asset class weightings. Based on this report, clients make the appropriate selections of individual securities or funds for their portfolio. | Finance |
Dean Witter
Dean Witter Investment ManagersFinance Investment management | Finance |
University of Massachusetts
 University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Barry Financial, Inc. | |
Park Hotels & Resorts, Inc.
 Park Hotels & Resorts, Inc. Real Estate Investment TrustsFinance Operates as a lodging real estate investment trust | Finance |
