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Marianne Witte Location
Park City, UT, US
Marianne Witte Work
Portfolio Manager and Director of Tactical Strategies @ (July 2020 - Present)
Director - Investments @ (January 2010 - July 2020)
Senior Portfolio Manager, Vice President @ Glenmede Trust Company (December 2002 - December 2009)
Senior Portfolio Manager, Director @ Merrill Lynch Investment Managers (December 1986 - December 2002)
Portfolio Manager, Assistant Vice President @ (December 1985 - December 1986)
Equity Marketing Coordinator @ (December 1984 - December 1985)
Assistant Equity Marketing Coordinator @ (December 1983 - December 1984)
Assistant Portfolio Manager @ (December 1980 - December 1983)
Marianne Witte Education
Whitman School of Management at Syracuse University
BS (Marketing)
Marianne Witte Skills
Asset Allocation
Investment Strategies
401(k) Rollovers
Tax-Efficient Strategies
Estate Investment Strategies
Wealth-Preservation Strategies
Retirement-Plan Consulting
Deferred Compensation Plans
Stock Due Diligence
Risk Management Strategies
Relationship Management
Multigenerational Wealth Transfer Strategies
Insurance
Wealth Management Services
Leadership
Development
Social Media
Planning
Omega
Financial Planning
Estate Investment
Investments
Business Development
Wealth Preservation
Retirement Plan Consulting
Strategic Planning
Wealth Management
Risk Management
New Business Development
Microsoft Excel
Multigenerational
Marketing
Deferred Compensation
Customer Service
Wealth Preservation Strategies
401k Rollovers
Tax Efficient Strategies
Retirement Plan
Investment Management
401 Rollovers
Marianne Witte Summary
Marianne Witte, based in Park City, UT, US, is currently a Portfolio Manager and Director of Tactical Strategies at Hudson Value Partners. Marianne Witte brings experience from previous roles at Oppenheimer & Co. Inc., Glenmede Trust Company, Merrill Lynch Investment Managers and HSBC Global Banking and Markets. Marianne Witte holds a BS in Marketing @ Whitman School of Management at Syracuse University. With a robust skill set that includes Asset Allocation, Investment Strategies, 401(k) Rollovers, Tax-Efficient Strategies, Estate Investment Strategies and more. Marianne Witte has 2 emails and 1 mobile phone numbers on RocketReach.
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