Profiel
Ms. Katherine E.
Werre is Financial Counselor at Willow Street Advisors LLC.
Her focus includes tax planning and compliance, investment review and analysis, and estate planning.
Ms. Werre brings a diverse knowledge base to Willow Street Advisors and graduated summa cum laude from the Ohio State University with Bachelor of Science in Meteorology.
She received her Masters of Accountancy from Cleveland State University in 2012.
Eerdere bekende functies van Katherine E. Werre
| Bedrijven | Functie | Einde |
|---|---|---|
Willow Street Advisors LLC
 Willow Street Advisors LLC Investment ManagersFinance Founded in 2008 by Chris Bray, Rich Stevens and Dave Kearns, Willow Street Advisors LLC is a registered investment advisor located in Naples, Florida. The firm provides comprehensive wealth management services including investment management, trust administration and tax consulting. | Compliance Officer | 01-01-2014 |
Opleiding van Katherine E. Werre
| The Ohio State University | Undergraduate Degree |
| Cleveland State University | Graduate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
Willow Street Advisors LLC
Willow Street Advisors LLC Investment ManagersFinance Founded in 2008 by Chris Bray, Rich Stevens and Dave Kearns, Willow Street Advisors LLC is a registered investment advisor located in Naples, Florida. The firm provides comprehensive wealth management services including investment management, trust administration and tax consulting. | Finance |
