Shelly Heier
President at Verus Advisory, Inc.
Profile
Shelly J.
Heier is currently the President & Director at Verus Holdings Co. and the President at Verus Advisory, Inc. She is also a Member of the CFA Institute.
She completed her undergraduate degree at the University of Puget Sound.
Shelly Heier active positions
| Companies | Position | Start |
|---|---|---|
Verus Advisory, Inc.
 Verus Advisory, Inc. Investment Banks/BrokersFinance Verus Advisory, Inc. provides investment consulting services. Its services include investment policy development, manager searches, asset allocation, and performance evaluation. The company was founded by William Wurts in 1986 and is headquartered in Seattle, WA. | President | 01/07/2000 |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
Verus Holdings Co.
 Verus Holdings Co. Financial ConglomeratesFinance Verus Holdings Co. operates as a holding company. The company is headquartered in Seattle, WA. | President | - |
Training of Shelly Heier
| University of Puget Sound | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Verus Advisory, Inc.
Verus Advisory, Inc. Investment Banks/BrokersFinance Verus Advisory, Inc. provides investment consulting services. Its services include investment policy development, manager searches, asset allocation, and performance evaluation. The company was founded by William Wurts in 1986 and is headquartered in Seattle, WA. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
Verus Holdings Co.
Verus Holdings Co. Financial ConglomeratesFinance Verus Holdings Co. operates as a holding company. The company is headquartered in Seattle, WA. | Finance |
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- Shelly Heier
