Andrea Ajila
Keine laufenden Positionen mehr
Profil
Ms. Andrea Ajila is an Associate at Punch & Associates Investment Management, Inc. She joined the firm in January 2011.
She assists in wealth planning efforts for the firm’s private clients by building and maintaining client relationships and preparing customized comprehensive financial plans.
Andrea is passionate about working with people and helping them with all aspects of their wealth.
Before joining the Punch team, Ms. Ajila worked at the Consulate General of Ecuador serving the Ecuadorian community here in Minneapolis.
Andrea also worked at one of the Ameriprise financial offices in New York.
Ms. Ajila holds a graduate with Magna Cum Laude from Lasell College in Massachusetts where she majored in International Business and minored in Mathematics.
Ehemalige bekannte Positionen von Andrea Ajila
| Unternehmen | Position | Ende |
|---|---|---|
Punch & Associates Investment Management, Inc.
 Punch & Associates Investment Management, Inc. Investment ManagersFinance Punch & Associates Investment Management, Inc. (Punch & Associates) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Howard D. Punch, Jr. in 2002. Punch & Associates provides discretionary portfolio management services to private and institutional clients. They also serve as investment advisor and managing member to two private funds – Micro Cap Fund and Nano Cap Fund. | Corporate Officer/Principal | - |
Ausbildung von Andrea Ajila
| Lasell University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Punch & Associates Investment Management, Inc.
Punch & Associates Investment Management, Inc. Investment ManagersFinance Punch & Associates Investment Management, Inc. (Punch & Associates) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Howard D. Punch, Jr. in 2002. Punch & Associates provides discretionary portfolio management services to private and institutional clients. They also serve as investment advisor and managing member to two private funds – Micro Cap Fund and Nano Cap Fund. | Finance |
