Kathy Proper
Keine laufenden Positionen mehr
Profil
Ms. Kathy Proper is Bookkeeper at Litman.
Prior to that, she worked in the accounting department for Transamerica Corporation, and later as the full charge bookkeeper for Shartsis, Friese, LLP.
During that same period of time she went to business school and subsequently operated her own accounting business.
Ehemalige bekannte Positionen von Kathy Proper
| Unternehmen | Position | Ende |
|---|---|---|
Shartsis Friese & Ginsburg LLP
 Shartsis Friese & Ginsburg LLP Miscellaneous Commercial ServicesCommercial Services Shartsis Friese & Ginsburg LLP provides legal services. The private company is based in San Francisco, CA. | Corporate Officer/Principal | - |
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Corporate Officer/Principal | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |
Shartsis Friese & Ginsburg LLP
Shartsis Friese & Ginsburg LLP Miscellaneous Commercial ServicesCommercial Services Shartsis Friese & Ginsburg LLP provides legal services. The private company is based in San Francisco, CA. | Commercial Services |
