Cathy Abbott Email & Phone Number
Senior Client Relationship Associate, CFP® @ William Blair
5 free lookup(s).
Cathy Abbott Location
- Chicago, IL, US
Cathy Abbott Work
- 2005 -now Senior Client Relationship Associate, CFP® @
- 1997 -2005 Registered Compliance Assistant and Sales Technology Project Manager @ Focused Investments, LLC
- 1994 -1997 Owner and Operator @ Olde Mamas Restaurant
- 1982 -1994 Registered Sales Assistant @ Wayne Hummer Investments, LLC
Cathy Abbott Education
- Illinois State University
- Illinois State University
Bachelor of Science (BS) (Business & Psychology)
- St. Cajetan
Cathy Abbott Skills
- Alternative Investments
- Series 63
- Investments
- Series 66
- Asset Allocation
- Equities
- Wealth Management
- Mutual Funds
- Equity Research
- Uniform Combined State Law
- FINRA
- Investment Strategies
- Asset Management
- Series 24
- Uniform Combined State
- ETFs
- Research
- Series 65
- Series 7
- Securities
- Investment Management
Cathy Abbott Summary
- Cathy Abbott, based in Chicago, IL, US, is currently a Senior Client Relationship Associate, CFP® at William Blair & Company. Cathy Abbott brings experience from previous roles at Focused Investments, LLC, Olde Mamas Restaurant and Wayne Hummer Investments, LLC. Cathy Abbott holds a Illinois State University. With a robust skill set that includes Alternative Investments, Series 63, Investments, Series 66, Asset Allocation and more. Cathy Abbott has 2 emails and 1 mobile phone numbers on RocketReach.
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