Nancy W. Hawke
Profile
Ms. Nancy W.
Hawke is Wealth Manager at Wetherby Asset Management, Inc.
Prior to joining Wetherby Asset Management in 2006, Ms. Hawke was a Financial Advisor at Ameriprise Financial Services in San Francisco where she practiced comprehensive financial planning, including portfolio construction, goal planning and risk management.
Prior to that, she was a program director at an afterschool learning center for children.
She has over eight years of experience serving high net worth individuals and families.
Ms. Hawke earned a BA in Economics and Minor in Psychology from the University of California, Irvine.
As part of her undergraduate program, she studied abroad in Birmingham, United Kingdom and Siena, Italy.
She is a Certified Financial Planner certificant and is a member of the Financial Planning Association of San Francisco.
Former positions of Nancy W. Hawke
Companies | Position | End |
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Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Corporate Officer/Principal | 30/12/2005 |
Training of Nancy W. Hawke
University of California, Irvine | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 1 |
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Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Finance |
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