Halee Kading Email & Phone Number
Director of Financial Planning @ Passage Wealth Partners
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Halee Kading Location
- Racine, WI, US
Halee Kading Work
- Director of Financial Planning @ (October 2023 - Present)
- Financial Planning Consultant @ (March 2021 - September 2023)
- Centralized Supervision Consultant @ (October 2019 - March 2021)
- Supervision Support Senior Specialist @ (October 2018 - October 2019)
- Senior Trading Specialist @ (September 2015 - October 2018)
- Retail Investment Operations Specialist @ (September 2014 - September 2015)
- Associate Financial Advisor @ (October 2011 - August 2014)
- Accounts Receivable and Accounts Payable Intern @ (June 2009 - September 2010)
- Spa Receptionist @ (December 2006 - September 2010)
Halee Kading Education
- University of Wisconsin-Whitewater
Master of Business Administration (MBA) (Finance, General)
2014-2017 - University of Wisconsin-La Crosse
Bachelor of Science (Accounting, Finance)
2006-2011 - Big Foot High School 2002-2006
Halee Kading Skills
- Bloomberg
- Bond Markets
- Bonds
- Budgeting
- Client Services
- Customer Service
- Data Entry
- Employee Stock Ownership Plan (ESOP)
- Excel
- Finance
- Financial Planning
- Investments
- Leadership
- Lending Solutions
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Word
- Outlook
- Rule 144
- Spanish
- Stock market
- Stocks
- Teamwork
- Time Management
- Word
Halee Kading Summary
- Halee Kading, based in Racine, WI, US, is currently a Director of Financial Planning at Passage Wealth Partners. Halee Kading brings experience from previous roles at Northwestern Mutual. Halee Kading holds a 2014 - 2017 Master of Business Administration (MBA) in Finance, General @ University of Wisconsin-Whitewater. With a robust skill set that includes Bloomberg, Bond Markets, Bonds, Budgeting, Client Services and more. Halee Kading has 4 emails and 1 mobile phone numbers on RocketReach.
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