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Profil
Ms. Katelin Dennis is Credit Analyst & Associate at Municipal Portfolio Managers, Inc.
Ms. Dennis received her BBA in Finance, Cum Laude, from Auburn University.
Anciens postes connus de Katelin Dennis
| Sociétés | Poste | Fin |
|---|---|---|
Municipal Portfolio Managers, Inc.
 Municipal Portfolio Managers, Inc. Investment ManagersFinance Municipal Portfolio Managers specializes in the discretionary management of municipal bond portfolios. Investments may also include mutual fund shares, such as money market funds invested in municipal securities or US government securities and its agencies. The investment strategies used to implement any investment advice given to clients include, but is not limited to, the average credit quality of bonds to be in the portfolio, average effective maturity of the bonds for the portfolio, certain tax considerations such as AMT (alternative minimum tax), state of residence for tax purposes and capital gain/loss considerations, long-term purchases and short-term purchases. | Analyst-Fixed Income | 15/05/2018 |
Formation de Katelin Dennis
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
21
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Auburn University
 Auburn University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Municipal Portfolio Managers, Inc.
Municipal Portfolio Managers, Inc. Investment ManagersFinance Municipal Portfolio Managers specializes in the discretionary management of municipal bond portfolios. Investments may also include mutual fund shares, such as money market funds invested in municipal securities or US government securities and its agencies. The investment strategies used to implement any investment advice given to clients include, but is not limited to, the average credit quality of bonds to be in the portfolio, average effective maturity of the bonds for the portfolio, certain tax considerations such as AMT (alternative minimum tax), state of residence for tax purposes and capital gain/loss considerations, long-term purchases and short-term purchases. | Finance |
