Catherine Hogan Email & Phone Number
Partner and Chief Operating Officer @ Boulay
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Catherine Hogan Location
- Minneapolis, MN, US
Catherine Hogan Work
- 2025 -now Partner and Chief Operating Officer @
- 2024 -2025 Partner and Head of Client Service @
- 2023 -2024 Director of Operations and Compliance @
- 2023 -2024 Executive Leadership Program (ELP) @
- 2021 -2023 Senior Operations Manager @
- 2016 -2021 Director Of Client Services @
- 2015 -2016 Product Manager @
- 2014 -2015 Sr. Benefits Analyst - Financial Wellness @
- 2012 -2014 Business Partner @
- 2008 -2012 Operations Manager @ Kidron Capital, LLC
- 1999 -2007 Financial Advisor and Sr. Client Service Representative @
- 1998 -1999 Product Manager - Annuities @
- 1991 -1998 Various Roles @
Catherine Hogan Education
- Drake University
Bachelor's Degree (Economics)
- Northwestern University
- University of St. Thomas - Opus College of Business
Mini Masters (Project Management)
Catherine Hogan Skills
- Leading Meetings
- Attention to Detail
- Strategic Thinking
- Organizational Effectiveness
- Problem Solving
- Common Sense
- Financial Services
- College Education Planning
- Customer Service
- Finance
- Product Management
- Data Analysis
- Project Management
- Strategic Planning
- Investments
- Financial Planning
- Marketing
- Strategy
- Financial Markets
- Equities
- Investment Advisory
- Wealth Management
- Retirement Planning
- Mutual Funds
- Marketing Strategy
- Social Media
- Microsoft Office
- Employee Training
- Facilitation
- Cross-functional Team Leadership
- Management
- Team Leadership
- Public Speaking
- Training
- Leadership
- Leadership Development
- Mentoring
- Process Improvement
- Vendor Relationship Management
- Large Group Facilitation
- Client Relationship Management (CRM)
- Networking
- Helping Clients
- Team Management
- Customer Relationship Management (CRM)
- Junxure
- Salesforce.com
- Relationship Building
- Presentations
- Training & Development
- Human Resources
- Microsoft Excel
- Analysis
- Financial Analysis
- Customer Relationship Management Crm
- Training and Development
- Client Relationship Management Crm
- Cross Functional Team Leadership
- Client Relationship Management
- Customer Relationship Management
Catherine Hogan Summary
- Catherine Hogan, based in Minneapolis, MN, US, is currently a Partner and Chief Operating Officer at Boulay. Catherine Hogan brings experience from previous roles at Boulay and Charles Schwab. Catherine Hogan holds a Bachelor's Degree in Economics @ Drake University. With a robust skill set that includes Leading Meetings, Attention to Detail, Strategic Thinking, Organizational Effectiveness, Problem Solving and more. Catherine Hogan has 2 emails and 2 mobile phone numbers on RocketReach.
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