Annemarie Happée

Role: Sorenson Impact Advisory
Location: Santa Monica, CA, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

Experience

Sorenson Impact Advisory
Present

Skills

Financial Analysis
Investment Management
Wealth Management
Orion
Asset Allocation
Pardot
Saas
Investments
Database Management System (Dbms)
Retirement Planning
Salesforce.com
Cloud Computing

Contact information

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Work email
•••••@sorensonimpact.com
Personal email
•••••@•••••.com
Direct dial
+14•••••••05

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Current company

Sorenson Impact Advisory

Investment Management · 8 employees

Sorenson Impact Advisory is an SEC-registered investment advisory firm dedicated to implementing sustainable and impact investing strategies. Our goal is to work with each of our clients to help them build their legacies and amplify their impact. The firm serves individuals, families, and foundations seeking to align their financial assets with what matters most to them, leveraging impact-focused investment opportunities to make a difference in the world while seeking compelling risk-adjusted returns.

sorensonimpact.com

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