C. Kattner Email & Phone Number
Chief Compliance Officer @ Oak Harvest Financial Group
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C. Kattner Location
- Houston, TX, US
C. Kattner Work
- Chief Compliance Officer @ (July 2022 - Present)
- Compliance Officer @ (April 2021 - June 2022)
- VP Client Operations, CCO @ (August 2019 - September 2020)
- Senior Compliance Manager (Fixed Income) @ (March 2018 - July 2019)
- Compliance Manager (Fixed Income) @ (October 2014 - February 2018)
- Senior Compliance Officer (Real Estate and Equities) @ (July 2010 - October 2014)
- Compliance Officer (Real Estate and Equities) @ (February 2009 - July 2010)
- Team Leader - Operations (Retail and Retirement) @ (May 2001 - February 2009)
- Representative (Retail and Retirement) @ (October 1999 - May 2001)
C. Kattner Education
- Texas A&M University
Bachelor of Business Administration (B.B.A.) (Finance)
1996-1999
C. Kattner Skills
- Redtail
- CERTIFIED FINANCIAL PLANNERTM certificant
- Charles River IMS
- BlackRock Aladdin
- SQL
- Series 24
- Series 65
- Orion
- Series 3
- Black Diamond
- Leadership
- Microsoft Office
- Management
- Microsoft Word
- Project Management
- PowerPoint
- Research
- Microsoft Excel
- Training
- Team Leadership
- Process Improvement
- Series 7
- Project Planning
C. Kattner Summary
- C. Kattner, based in Houston, TX, US, is currently a Chief Compliance Officer at Oak Harvest Financial Group. C. Kattner brings experience from previous roles at Virtue Capital Management, Kings Path Partners and Invesco Ltd.. C. Kattner holds a 1996 - 1999 Bachelor of Business Administration (B.B.A.) in Finance @ Texas A&M University. With a robust skill set that includes Redtail, CERTIFIED FINANCIAL PLANNERTM certificant, Charles River IMS, BlackRock Aladdin, SQL and more. C. Kattner has 2 emails and 1 mobile phone numbers on RocketReach.
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C. Kattner
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