![Mary Beth Berndt](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Mary Beth Berndt
Gestionnaire de Portefeuille-Actions chez Accredited Investors, Inc.
Profil
Ms. Mary Beth Berndt is Wealth Management Assistant at Accredited Investors, Inc. She is a member of the wealth management team and helps to ensure all client deliverables and reports are developed in a timely and accurate manner.
Prior to joining Accredited Investors, Ms. Berndt held administrative positions across advertising, television, and radio.
She received her undergraduate degree in Business Administration and Communications from the University of Wisconsin.
Postes actifs de Mary Beth Berndt
Sociétés | Poste | Début |
---|---|---|
Accredited Investors, Inc.
![]() Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | Gestionnaire de Portefeuille-Actions | - |
Formation de Mary Beth Berndt
University of Wisconsin | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
---|---|
Accredited Investors, Inc.
![]() Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | Finance |