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
- 2022 -now Chief Compliance Officer @
- 2021 -2022 Compliance Officer @
- 2019 -2020 VP Client Operations, CCO @
- 2018 -2019 Senior Compliance Manager (Fixed Income) @
- 2014 -2018 Compliance Manager (Fixed Income) @
- 2010 -2014 Senior Compliance Officer (Real Estate and Equities) @
- 2009 -2010 Compliance Officer (Real Estate and Equities) @
- 2001 -2009 Team Leader - Operations (Retail and Retirement) @
- 1999 -2001 Representative (Retail and Retirement) @
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
Chief Compliance Officer
Houston, TX, US
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