Beatrice joined DPO Wealth Management in 2014. She is in charge of investment operations, research, and asset allocation strategy. She assists in preparing clients’ financial plans and organizing plan reviews.
Beatrice grew up in Poland and briefly lived in Italy. Omaha, Nebraska was her home for over 20 years. In 2007, Beatrice graduated magna cum laude from the University of Nebraska Omaha where she earned a B.S. in Business Administration with a concentration in Finance. She gained experience in equity trading and wealth management by working for both TD Ameritrade and an independent Registered Investment Advisor. She holds FINRA Series 7, 63 and 65 security licenses.
Beatrice finds serenity and balance in frequent yoga practice. She enjoys various culinary adventures with her husband and kids. Her other interests include travel, art, and fashion.