Bridget Katz Email & Phone Number
Project Manager and Onboarding Associate @ True West LLC
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Bridget Katz Location
- Denver, CO, US
Bridget Katz Work
- Project Manager and Onboarding Associate @ (August 2025 - Present)
- Director of Client Experience @ (June 2020 - July 2025)
- Private Client Relationship Specialist @ (October 2019 - May 2020)
- Private Client Relationship Specialist @ CoBiz Wealth, a part of CoBiz Private Client Advisors (May 2016 - October 2019)
- Broker Transfer and Monetary Control Specialist @ (August 2014 - April 2016)
- Senior Private Advisor Services Account Executive @ (February 2010 - August 2014)
- Licensing Specialist III @ (June 2005 - December 2009)
Bridget Katz Education
- University of Denver
Bachelor of Business Administration (B.B.A.)
2000-2004
Bridget Katz Skills
- Investments
- Alternative Investments
- Client Services
- Financial Analysis
- Leadership
- Management
- Strategic Planning
- Asset Management
- Portfolio Management
- Insurance
- Marketing Strategy
- Securities
- Relationship Management
- Microsoft Excel
- Sales
- Project Management
- Marketing
Bridget Katz Summary
- Bridget Katz, based in Denver, CO, US, is currently a Project Manager and Onboarding Associate at True West. Bridget Katz brings experience from previous roles at UX Wealth Partners, BOK Financial, CoBiz Wealth, a part of CoBiz Private Client Advisors and Curian Capital. Bridget Katz holds a 2000 - 2004 Bachelor of Business Administration (B.B.A.) @ University of Denver. With a robust skill set that includes Investments, Alternative Investments, Client Services, Financial Analysis, Leadership and more. Bridget Katz has 2 emails and 1 mobile phone numbers on RocketReach.
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