Allan Katz's Location
New York, United States
Allan Katz's Work
- President @ Comprehensive Wealth Manangement Group
- Financial Advisor @ United Nations Federal Credit Union
- Financial Advisor @ First Union
- Financial Advisor @ Citi
- Owner @ Richmond Financial Associates
Allan Katz's Education
- Binghamton University
Bachelor of Arts (Economics)
1988 - 1991 - New York University
Bachelor of Arts (Economics)
1987 - 1988 Bachelors (Economics)
1983 - 1987
Allan Katz's Skills
- Investments
- Small Business
- Wealth Management
- Retirement Planning
- Insurance
- Strategic Planning
- Public Speaking
- Strategic Financial Planning
- Team Building
- Fixed Annuities
Allan Katz's Summary
Allan Katz, based in New York, United States, is currently a President at Comprehensive Wealth Manangement Group, bringing experience from previous roles at United Nations Federal Credit Union, First Union, Citi and Richmond Financial Associates. Allan Katz holds a 1988 - 1991 Bachelor of Arts in Economics @ Binghamton University. With a robust skill set that includes Investments, Small Business, Wealth Management, Retirement Planning, Insurance and more, Allan Katz contributes valuable insights to the industry. Allan Katz has 6 emails on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Allan Katz you were looking for?
Find contact details for 700 million professionals.
Others Named Allan Katz
-
14
-
35+
-
33
-
53
-
55+
-
14
-
11
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
