Profil
Ms. Tricia Beverage is an Associate-Client Services & Compliance at SFMG LLC.
She has over 10 years experience in financial operations.
She began her career at Undiscovered Managers, LLC, quickly moving into the role of Vice President of Fund Operations.
After that firm was acquired by a New York based company, Ms. Beverage moved into the wealth management industry as Operations Manager for Investors Asset Management, Inc. in Plano, Texas.
Ms. Beverage earned her MA from Amber University in 1996 and a BS from Oklahoma Christian College in 1984.
Anciens postes connus de Tricia Beverage
| Sociétés | Poste | Fin |
|---|---|---|
Investors Asset Management, Inc.
 Investors Asset Management, Inc. Investment ManagersFinance Founded in 1983, Investors Asset Management, Inc. (IAM) is a registered investment advisor based in Plano, Texas. Their clients include individuals, trusts, institutions and retirement plans. | Corporate Officer/Principal | - |
| Undiscovered Managers LLC | Corporate Officer/Principal | - |
Formation de Tricia Beverage
| Amberton University | Graduate Degree |
| Oklahoma Christian University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
| Undiscovered Managers LLC | Finance |
Investors Asset Management, Inc.
Investors Asset Management, Inc. Investment ManagersFinance Founded in 1983, Investors Asset Management, Inc. (IAM) is a registered investment advisor based in Plano, Texas. Their clients include individuals, trusts, institutions and retirement plans. | Finance |
