![Shelley Schuerman](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profiel
Before joining Holt-Smith & Yates Advisors in 2000, Ms. Schuerman was a Portfolio Research Analyst for Clarica Life Insurance Company-U.S.
from 1992-1999.
She has a BBA in Office Administration from the University of Wisconsin-Whitewater.
She also was involved with the United Way as a Department Representative.
Eerdere bekende functies van Shelley Schuerman
Bedrijven | Functie | Einde |
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Holt-Smith Advisors, Inc.
![]() Holt-Smith Advisors, Inc. Investment ManagersFinance Founded in 1987 by Marilyn Holt-Smith and Kristin Yates, Holt-Smith Advisors, Inc. is a registered investment advisor located in Madison, Wisconsin. The firm manages portfolios for high net-worth individuals, corporate retirement plans, endowments, foundations, public employee pension plans and insurance companies. | Analist-Vaste Inkomen | 31-12-2007 |
Clarica Life Insurance Co. US | Analyst-Equity | 31-12-1999 |
Opleiding van Shelley Schuerman
University of Wisconsin | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 2 |
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Holt-Smith Advisors, Inc.
![]() Holt-Smith Advisors, Inc. Investment ManagersFinance Founded in 1987 by Marilyn Holt-Smith and Kristin Yates, Holt-Smith Advisors, Inc. is a registered investment advisor located in Madison, Wisconsin. The firm manages portfolios for high net-worth individuals, corporate retirement plans, endowments, foundations, public employee pension plans and insurance companies. | Finance |
Clarica Life Insurance Co. US | Finance |