Profil
Ms. Shelly Williams is Receptionist at Legacy Wealth Management, Inc.She joined the firm in 2011 with over ten years of administrative experience.
Prior to her move to Legacy, She spent two years with similar responsibilities at CTSI and three years at International Paper, both of Memphis.
Anciens postes connus de Shelly Williams
| Sociétés | Poste | Fin |
|---|---|---|
| INTERNATIONAL PAPER COMPANY | Corporate Officer/Principal | - |
CTSI
CTSI Air Freight/CouriersTransportation Provides supply chain management solutions | Corporate Officer/Principal | - |
Legacy Wealth Management, Inc.
Legacy Wealth Management, Inc. Investment ManagersFinance Legacy’s primary investment approach is to use a globally diversified portfolio. The firm invests client funds in stocks and bonds issued by companies and governments in the US and abroad. The primary vehicles they use to invest in these asset classes are no-load mutual funds and exchange traded funds (ETFs). For certain clients, Legacy may also recommend separate portfolios of individual bonds managed by a sub-advisor or portfolios with limited liquidity that are following alternative strategies. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
International Paper Co.
International Paper Co. Pulp & PaperProcess Industries Manufactures industrial packaging and global cellulose fibers | Process Industries |
Legacy Wealth Management, Inc.
Legacy Wealth Management, Inc. Investment ManagersFinance Legacy’s primary investment approach is to use a globally diversified portfolio. The firm invests client funds in stocks and bonds issued by companies and governments in the US and abroad. The primary vehicles they use to invest in these asset classes are no-load mutual funds and exchange traded funds (ETFs). For certain clients, Legacy may also recommend separate portfolios of individual bonds managed by a sub-advisor or portfolios with limited liquidity that are following alternative strategies. | Finance |
CTSI
CTSI Air Freight/CouriersTransportation Provides supply chain management solutions | Transportation |
















