Linda R. Woltkamp
Plus aucun poste en cours
Profil
Ms. Linda R.
Woltkamp is Vice President at Atlantic Trust Private Wealth Management.
Prior to that, Ms. Woltkamp spent 13 years associated with a Denver financial planning firm dedicated to the needs of high- net- worth clients.
After establishing and operating a financial software consulting firm for five years, she joined a local asset management group as operations and compliance manager where she established a new Broker/Dealer and Registered Investment Advisor for that firm.
Ms. Woltkamp is a graduate of Kansas State University and obtained her Chartered Financial Consultant designation (ChFC) from the American College, Bryn Mawr, Pa.
She has attended Cannon Trust Schools and is working towards the Certified Trust and Financial Advisor certification (CTFA).
She has volunteered extensive time to Meals on Wheels, ACS Relay for Life and several mentoring programs.
Anciens postes connus de Linda R. Woltkamp
| Sociétés | Poste | Fin |
|---|---|---|
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Corporate Officer/Principal | - |
Formation de Linda R. Woltkamp
| Kansas State University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
