Theresa Meyer

Finance

Consumer Services

Profile

Ms. Theresa Meyer is Business Analyst at Litman.
She has held several positions during her tenure at the company including Office Assistant, Portfolio Administrator and Client Service Manager.
She currently serves as a liaison between the various business units and the information technology group.
She analyzes business processes to identify and capture requirements so that technology can be employed to meet those needs.
She acts as an internal consultant to identify and define process improvements throughout the firm.
Ms. Meyer is a graduate of St. Mary's College.

Former positions of Theresa Meyer

Companies	Position	End
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	-

See the detail of Theresa Meyer's experience

Training of Theresa Meyer

St. Mary's College (Indiana)

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies