Profil
Ms. Jandy Rowe is a Chief Operating Officer at Wipfli Financial Advisors LLC.
Ms. Rowe provides leadership and direction for all departments responsible for the investment and operations management of the organization, which includes the Trading, Operations, Client Service, Investments and Technology teams.
Her essential mission is to successfully implement the strategic vision of the firm across the back office and to ensure successful integration and communication across all areas while setting the firm up to deliver an exceptional client experience.
She has over 20 years of experience in the investment industry.
Prior to joining Wipfli Financial, she worked with DST Systems, a transfer agent for a large number of mutual funds.
She received her undergraduate degree from the University of Massachusetts.
Ehemalige bekannte Positionen von Jandy Rowe
| Unternehmen | Position | Ende |
|---|---|---|
Wipfli Financial Advisors LLC
 Wipfli Financial Advisors LLC Investment ManagersFinance Wipfli Financial Advisors LLC (Wipfli Financial) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1999 under the name Hewins Financial Advisors LLC and became Wipfli Financial Advisors in 2018. They were acquired by Creative Planning LLC in 2022. Wipfli Financial offers investment advisory and financial planning services to individuals, couples, families, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations located throughout the US. | Geschäftsführer | 30.11.2022 |
Ausbildung von Jandy Rowe
| University of Massachusetts | Undergraduate Degree |
Erfahrungen
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Börsennotierte Unternehmen
Private Unternehmen
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Beziehungen ersten Grades
Unternehmen ersten Grades
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Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Wipfli Financial Advisors LLC
Wipfli Financial Advisors LLC Investment ManagersFinance Wipfli Financial Advisors LLC (Wipfli Financial) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1999 under the name Hewins Financial Advisors LLC and became Wipfli Financial Advisors in 2018. They were acquired by Creative Planning LLC in 2022. Wipfli Financial offers investment advisory and financial planning services to individuals, couples, families, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations located throughout the US. | Finance |
