Profiel
Ms. Alana C.
Asmussen, CFA, is a Lead Advisor & Principal at Dowling & Yahnke LLC.
She joined Dowling & Yahnke in 1995 and is a key participant in the growth and development of the Firm.
She has extensive experience managing portfolios and guiding clients through all phases of their financial lives.
She holds the designations Chartered Financial Analyst, Certified Financial Planner and has a Master of Science in Business Administration, Financial Planning from San Diego State University.
She completed her undergraduate work at the University of Iowa with a Bachelor’s Degree in Business, Economics.
Eerdere bekende functies van Alana Christine Asmussen
| Bedrijven | Functie | Einde |
|---|---|---|
Dowling & Yahnke LLC
 Dowling & Yahnke LLC Investment ManagersFinance Dowling & Yahnke LLC is a SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded by Mark Dowling and Dale Yahnke in 1991. They are a subsidiary of Dowling & Yahnke, Inc. Dowling & Yahnke provides wealth advisory services to high net-worth individuals, trusts and estates, corporate pension and profit-sharing plans, individual retirement plans, charitable organizations, foundations, endowments, and other entities. | Portefeuillebeheerder-Aandelen | 01-03-2022 |
Opleiding van Alana Christine Asmussen
| San Diego State University | Graduate Degree |
| University of Iowa | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
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Bedrijven in privébezit
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Man
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Dowling & Yahnke LLC
Dowling & Yahnke LLC Investment ManagersFinance Dowling & Yahnke LLC is a SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded by Mark Dowling and Dale Yahnke in 1991. They are a subsidiary of Dowling & Yahnke, Inc. Dowling & Yahnke provides wealth advisory services to high net-worth individuals, trusts and estates, corporate pension and profit-sharing plans, individual retirement plans, charitable organizations, foundations, endowments, and other entities. | Finance |
