Cat Gill Email

Senior Client Service Associate @ Phillips and Company Wealth Strategies

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Cat Gill Location

Portland, OR, US

Cat Gill Work

2025 - now Senior Client Service Associate @ Phillips and Company Wealth Strategies
2023 - 2025 Investment Operations Analyst II @ M Financial Group
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2023 - 2023 Investment Operations Specialist @ M Financial Group
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2022 - 2023 Registered Wealth Management Client Associate @ Merrill Lynch
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2016 - 2022 Wealth Management Coordinator @ Mesch Wealth Advisors
2014 - 2022 Client Accounting Services Specialist and Tax Preparer @ Mesch, PLLC
2009 - 2013 Assistant Project Manager and Estimator @ Pasco
2005 - 2009 E-Sales Assistant Manager @ University of North Texas Bookstore

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Cat Gill Education

University of North Texas
Master of Business Administration - MBA (Organizational Behavior Studies)
2009 - 2010
University of North Texas
Bachelor of Business Administration - BBA (Entrepreneurship/Entrepreneurial Studies)
2005 - 2009

Cat Gill Summary

Cat Gill, based in Portland, OR, US, is currently a Senior Client Service Associate at Phillips and Company Wealth Strategies. Cat Gill brings experience from previous roles at M Financial Group, Merrill Lynch and Mesch Wealth Advisors. Cat Gill holds a 2009 - 2010 Master of Business Administration - MBA in Organizational Behavior Studies @ University of North Texas. Cat Gill has 1 emails on RocketReach.

Cat Gill Emails

Found 1 emails

@phillipsandco.com

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Others Named Cat Gill

Cat Gill

Senior Client Service Associate at Phillips and Company Wealth Strategies

Portland, OR, US
1
- phillipsandco.com

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Senior Client Service Associate at Phillips and Company Wealth Strategies

Portland, OR, US
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