Kelly Morrison
Trading-Equity bij Dana Investment Advisors, Inc.
Profiel
Ms. Kelly Morrison is a Vice President of Trading at Dana Investment Advisors, Inc. She joined the firm in May 2011 and is responsible for equity trading and trade settlement.
She is also a member of the Security Traders Association of Wisconsin and is a board member of Elmbrook Youth Hockey Association.
She graduated from the University of Wisconsin–Eau Claire with a BBA in Finance in 2002 and earned an MBA from the University of Wisconsin–Milwaukee in 2008.
Actieve functies van Kelly Morrison
| Bedrijven | Functie | Begin |
|---|---|---|
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). | Trading-Equity | 01-05-2011 |
Opleiding van Kelly Morrison
| University of Wisconsin-Milwaukee | Masters Business Admin |
| University of Wisconsin-Eau Claire | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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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). | Finance |
