Profiel
Ms. Roberts joined Dana Investment Advisors in August 2007.
She began her institutional career in 1987 with Bank One where she was responsible for relationship management and marketing investment services.
Since 2000, she has provided consulting services to a variety of clients throughout the Midwest.
Ms. Roberts graduated from the University of Wisconsin-Milwaukee with a BBA in Finance and Marketing in 1986.
She is a member of the Government Finance Officers Association and serves on the Board of Directors for St. Charles Youth & Family Services.
Eerdere bekende functies van Ellen B. Roberts
Bedrijven | Functie | Einde |
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Dana Investment Advisors, Inc.
Dana Investment Advisors, Inc. Investment ManagersFinance Dana Investment Advisors, Inc. (Dana) is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Michael Dana in 1980. Dana provides investment supervisory services to qualified pension and profit-sharing plans, Taft Hartley plans, unions, financial institutions such as banks and credit unions, insurance companies, public sector entities such as cities and counties, health care facilities, corporations, charitable foundations and other charitable organizations, and certain high net -worth individuals. They also act as an investment manager for multiple wrap fee programs that are sponsored by third party institutions. Dana is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Verkoop & Marketing | - |
Bank One | Corporate Officer/Principal | - |
St. Charles Youth & Family Services, Inc.
St. Charles Youth & Family Services, Inc. Medical/Nursing ServicesHealth Services St. Charles Youth & Family Services, Inc. provides prevention and intervention services. It offers education, 24-hour residential treatment and crisis or respite, managed care, and workforce development services. The company was founded by Sebastian Messmer on November 4, 1920 and is headquartered in Milwaukee, WI. | Directeur/Bestuurslid | - |
Opleiding van Ellen B. Roberts
University of Wisconsin | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 3 |
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St. Charles Youth & Family Services, Inc.
St. Charles Youth & Family Services, Inc. Medical/Nursing ServicesHealth Services St. Charles Youth & Family Services, Inc. provides prevention and intervention services. It offers education, 24-hour residential treatment and crisis or respite, managed care, and workforce development services. The company was founded by Sebastian Messmer on November 4, 1920 and is headquartered in Milwaukee, WI. | Health Services |
Dana Investment Advisors, Inc.
Dana Investment Advisors, Inc. Investment ManagersFinance Dana Investment Advisors, Inc. (Dana) is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Michael Dana in 1980. Dana provides investment supervisory services to qualified pension and profit-sharing plans, Taft Hartley plans, unions, financial institutions such as banks and credit unions, insurance companies, public sector entities such as cities and counties, health care facilities, corporations, charitable foundations and other charitable organizations, and certain high net -worth individuals. They also act as an investment manager for multiple wrap fee programs that are sponsored by third party institutions. Dana is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
Bank One | Finance |