Shawna L. Theriault
Plus aucun poste en cours
Profil
Prior to joining Homrich Berg in October 2003, Ms. Theriault worked at Charles Schwab providing relationship management, investment research, and product analysis to its institutional clients and financial advisors.
She has several years of experience in the financial services industry.
She earned a bachelor's degree in accounting from Western Governors University.
She is a member of the Financial Planning Association.
Ms. Theriault currently resides in Towne Lake with her husband and two daughters.
She enjoys hiking, yoga and spending quality time with family.
Anciens postes connus de Shawna L. Theriault
| Sociétés | Poste | Fin |
|---|---|---|
Homrich & Berg, Inc. (Investment Management)
 Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices. | Analyst-Equity | - |
Formation de Shawna L. Theriault
| Western Governors University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Homrich & Berg, Inc. (Investment Management)
Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices. | Finance |
