Catherine Farley Email & Phone Number
Chief Administrative Officer (CAO) and Chief Financial Officer (CFO) @ Oxford Financial Group, Ltd.
Catherine Farley's Location
Carmel, IN, US
Catherine Farley's Work
- Chief Administrative Officer (CAO) and Chief Financial Officer (CFO) @ Oxford Financial Group, Ltd.
- Chief Finacial Officer and Chief Compliance Officer @ Oxford Financial Group, Ltd.
- Chief Financial Officer @ Oxford Financial Group, Ltd.
- President @ Finserv Operations Consulting, LLC
- EVP - Chief Operating Officer and Chief Financial Officer @ OBS Financial Services, Inc. (Acquired by AssetMark Financial Services)
- EVP, Chief Operating Officer and Chief Compliance Officer @ OBS Brokerage Services, Inc. (Closed the Broker-Dealer)
- Chief Financial Officer @ Telemus
- Director of HR @ RGP
- Chief Financial Officer @ Block Advisors
- VP of Finance, Controller, Senior Accountant (Various Roles) @ Block Advisors
Catherine Farley's Education
- Securities Industry Institute (SII) - Wharton/SIFMA
Three Year Leadership Program in the Financial Securities Industry (Executive Education - Leadership)
2011 - 2014 - University of Michigan - Stephen M. Ross School of Business
Bachelor's Degree (Accounting)
1988 - 1992 - The Disney Institute
Certificate in Disney's Approach to Quality Client Service
2023
Catherine Farley's Skills
- Finance
- Financial Analysis
- Financial Modeling
- Investments
- Due Diligence
- Mergers & Acquisitions
- Risk Management
- Internal Controls
- Series 7
- Equities
Catherine Farley's Summary
Catherine Farley, based in Carmel, IN, US, is currently a Chief Administrative Officer (CAO) and Chief Financial Officer (CFO) at Oxford Financial Group, Ltd., bringing experience from previous roles at Oxford Financial Group, Ltd., Finserv Operations Consulting, LLC and OBS Financial Services, Inc. (Acquired by AssetMark Financial Services). Catherine Farley holds a 2011 - 2014 Three Year Leadership Program in the Financial Securities Industry in Executive Education - Leadership @ Securities Industry Institute (SII) - Wharton/SIFMA. With a robust skill set that includes Finance, Financial Analysis, Financial Modeling, Investments, Due Diligence and more, Catherine Farley contributes valuable insights to the industry. Catherine Farley has 2 emails and 1 mobile phone number on RocketReach.
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