Shelly Heier
President chez Verus Advisory, Inc.
Profil
Shelly J.
Heier is currently the President & Director at Verus Holdings Co. and the President at Verus Advisory, Inc. She is also a Member of the CFA Institute.
She completed her undergraduate degree at the University of Puget Sound.
Postes actifs de Shelly Heier
| Sociétés | Poste | Début |
|---|---|---|
Verus Advisory, Inc.
 Verus Advisory, Inc. Investment Banks/BrokersFinance Verus Advisory, Inc. provides investment consulting services. Its services include investment policy development, manager searches, asset allocation, and performance evaluation. The company was founded by William Wurts in 1986 and is headquartered in Seattle, WA. | President | 01/07/2000 |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
Verus Holdings Co.
 Verus Holdings Co. Financial ConglomeratesFinance Verus Holdings Co. operates as a holding company. The company is headquartered in Seattle, WA. | President | - |
Formation de Shelly Heier
| University of Puget Sound | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Verus Advisory, Inc.
Verus Advisory, Inc. Investment Banks/BrokersFinance Verus Advisory, Inc. provides investment consulting services. Its services include investment policy development, manager searches, asset allocation, and performance evaluation. The company was founded by William Wurts in 1986 and is headquartered in Seattle, WA. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
Verus Holdings Co.
Verus Holdings Co. Financial ConglomeratesFinance Verus Holdings Co. operates as a holding company. The company is headquartered in Seattle, WA. | Finance |
