Catherine Haffner Email & Phone Number
President, Haffner Private Wealth @ Raymond James
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Catherine Haffner Location
- San Antonio, TX, US
Catherine Haffner Work
- 2024 -now President, Haffner Private Wealth @
- 2023 -2024 Senior Vice President, Private Wealth Advisor @
- 2021 -2023 Executive Director @
- 2021 -2021 President and CEO @ Haffner Group LLC
- 2018 -2021 Market Development Manager @
- 2015 -2018 Market Director - Wealth; Private Client Advisor @ J.P. Morgan Chase Bank, N.A.
- 2012 -2015 Financial Advisor @ MERRILL LYNCH
- 2011 -2013 Adjunct Leadership Coach @ Experis - Right Management
- 2009 -2012 Consultant @
- 2008 -2008 Senior Vice President @
- 2006 -2008 General Manager @ GE Capital
- 2004 -2006 First Vice President @ MERRILL LYNCH
- 2000 -2004 Senior Vice President @ SunTrust Banks, Inc.
- 1997 -2000 Senior Vice President @
- 1992 -1997 Senior Vice President @ U.S. Bancorp
- 1985 -1992 Vice President @ Bank of America - Seafirst Bank
Catherine Haffner Education
- Georgetown University
Leadership Coaching
2009-2010 - Stanford University Graduate School of Business
Executive MBA
1996-1996 - Seattle University
Bachelor's Degree
1979-1983
Catherine Haffner Skills
- Leadership
- Direct Marketing
- Database Marketing
- Banking
- Public Speaking
- Online Marketing
- Brand Development
- Corporate Branding
- Relationship Marketing
- Thought Leadership
- Mobile Marketing
- New Product Ideation
- Investments
- Market Research
- Lead Generation
- Integrated Marketing
- Financial Services
- Sales Management
- Talent Management
- Program Management
- Marketing
- Acquisition Marketing
- Product Management
- Qualitative Research
- Business Strategy
- Management
- Product Development
- Product Launch
- Marketing Communications
- Retail Banking
- Marketing Strategy
- Analytics
- Launch of New Products
- CRM
- Executive Coaching
- Marketing Research
- Brand Awareness
- Segmentation
- Advertising
- Strategy
- Recruiting
- Coaching
- Business Relationship Management
- International Marketing
- Positioning
- Customer Satisfaction
- Establishing Relationships
- Establishing Strategic Partnerships
- Market Information
- Social Media Marketing
- Digital Marketing
- Sales and Marketing Leadership
- Diversity Marketing
- Diversity
- Employee Learning and Development
- Sales Leadership Training
- Sales Training
- Hunting
- Internal Communications
- Communications
- Sales
- Mortgage Lending
- Financial Advisory
- P&l Forecasting
- P&l Management
- New Store Development
- Cross Functional Team Leadership
- Leadership Development Coaching
- Investment Advisory
- Financial Planning
- Strategic Planning for Growth
- Executive Presentation Skills
Catherine Haffner Summary
- Catherine Haffner, based in San Antonio, TX, US, is currently a President, Haffner Private Wealth at Raymond James. Catherine Haffner brings experience from previous roles at BOK Financial, Texas Capital Bank, Haffner Group LLC and Merrill Lynch. Catherine Haffner holds a 2009 - 2010 Leadership Coaching @ Georgetown University. With a robust skill set that includes Leadership, Direct Marketing, Database Marketing, Banking, Public Speaking and more. Catherine Haffner has 5 emails and 5 mobile phone numbers on RocketReach.
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