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
- President, Haffner Private Wealth @ (December 2024 - Present)
- Senior Vice President, Private Wealth Advisor @ (September 2023 - December 2024)
- Executive Director @ (October 2021 - September 2023)
- President and CEO @ Haffner Group LLC (June 2021 - November 2021)
- Market Development Manager @ (April 2018 - June 2021)
- Market Director - Wealth; Private Client Advisor @ J.P. Morgan Chase Bank, N.A. (November 2015 - April 2018)
- Financial Advisor @ MERRILL LYNCH (March 2012 - November 2015)
- Adjunct Leadership Coach @ Experis - Right Management (March 2011 - May 2013)
- Consultant @ (May 2009 - March 2012)
- Senior Vice President @ (March 2008 - October 2008)
- General Manager @ GE Capital (April 2006 - March 2008)
- First Vice President @ MERRILL LYNCH (September 2004 - April 2006)
- Senior Vice President @ SunTrust Banks, Inc. (May 2000 - September 2004)
- Senior Vice President @ (August 1997 - May 2000)
- Senior Vice President @ U.S. Bancorp (September 1992 - August 1997)
- Vice President @ Bank of America - Seafirst Bank (June 1985 - September 1992)
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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