Catherine Gray Email & Phone Number
Director, Client Relations @ UPSTREAM Investment Partners, LLC
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Catherine Gray Location
- Irving, TX, US
Catherine Gray Work
- Director, Client Relations @ (March 2011 - Present)
- CSC @ (May 2009 - March 2011)
- Operations Manager H and R Block Financial Advisors @ (January 2003 - April 2009)
- AfterMarket Specialist @ (May 2001 - December 2004)
- Financial Coordinator - Treasury GTE and Verizon @ (January 1974 - May 2001)
Catherine Gray Education
- Sacred Heart Academy, Stamford, CT
(Business Program)
1970-1974 - New York University
Certificate (Finance)
- New York University
Certificate (Business Management)
Catherine Gray Skills
- Strategic Financial Planning
- Finance
- Investments
- Portfolio Management
- Mutual Funds
- Retirement Planning
- Financial Analysis
- Wealth Management
- Risk Management
- Asset Managment
- Strategic Planning
- Budgets
- Forecasting
- Asset Management
- Financial Services
- Investment Advisory
- Financial Modeling
- Asset Allocation
- Retirement
- Investment Strategies
- Alternative Investments
- Financial Planning
- Management
- Process Improvement
- Leadership
- Strategy
- Business Process Improvement
- Social Media
- Sales
- Telecommunications
- Public Relations
Catherine Gray Summary
- Catherine Gray, based in Irving, TX, US, is currently a Director, Client Relations at Upstream Investment Partners, LLC. Catherine Gray brings experience from previous roles at Ameriprise Financial Services, Inc., H&R Block, Ricoh Business Solutions and Verizon. Catherine Gray holds a 1970 - 1974 Sacred Heart Academy, Stamford, CT. With a robust skill set that includes Strategic Financial Planning, Finance, Investments, Portfolio Management, Mutual Funds and more. Catherine Gray has 1 emails on RocketReach.
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