2008 -
2011 Director of Financial Planning @ Legacy Wealth Management, LLC
2003 -
2007 CFO @ Heritage Capital Advisors LLC
Patty Stringer Education
University of Memphis
Master of Business Administration (M.B.A.)
Patty Stringer Skills
Alternative Investments
Estate Planning
Wealth Management
Asset Allocation
Investment Advisory
Retirement Planning
Strategic Financial Planning
Investments
Asset Management
Portfolio Management
Management Accounting
Financial Accounting
Treasurers
Small Business Financial Management
Securities
Mutual Funds
High Net Worth Individuals
Financial Planning
Financial Analysis
Finance
Strategic Planning
High Net Worth
Strategy
Small Business
Financial Reporting
Strategic Financial
Patty Stringer Summary
Patty Stringer, based in Collierville, TN, US, is currently a Director of Financial Planning at The JuicePlus+ Company. Patty Stringer brings experience from previous roles at Legacy Wealth Management, LLC and Heritage Capital Advisors LLC. Patty Stringer holds a Master of Business Administration (M.B.A.) @ University of Memphis. With a robust skill set that includes Alternative Investments, Estate Planning, Wealth Management, Asset Allocation, Investment Advisory and more. Patty Stringer has 2 emails and 1 mobile phone numbers on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.