Kara Case Email & Phone Number
Wealth Advisor and Partner @ Herbert Financial Group
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Kara Case Location
- Detroit, MI, US
Kara Case Work
- Wealth Advisor and Partner @ (July 2017 - Present)
- Analyst @ (November 2015 - July 2017)
- Investment Research Summer Analyst @ Plante Moran Financial Advisors (June 2014 - August 2014)
- Strategic Support Associate @ (October 2013 - May 2014)
- Student Assistant @ Center for Language Teaching Advancement (August 2012 - October 2013)
- Wealth Management Intern @ (May 2012 - August 2013)
Kara Case Education
- Michigan State University
Bachelor of Arts (B.A.) (Finance; Spanish)
2011-2015 - Notre Dame Preparatory School
Diploma and International Baccalaureate Diploma (High School)
2007-2011 - Wall Street Training
Finance
2011-2011
Kara Case Skills
- Bloomberg Terminal
- Communication
- Customer Service
- Financial Modeling
- Fundraising
- Investments
- Microsoft Excel
- Proficient in Spanish
- Strategic Planning
- Team Leadership
- Teamwork
Kara Case Summary
- Kara Case, based in Detroit, MI, US, is currently a Wealth Advisor and Partner at Herbert Financial Group. Kara Case brings experience from previous roles at J.P. Morgan Asset Management, Plante Moran Financial Advisors, Jackson National Asset Management, LLC and Center for Language Teaching Advancement. Kara Case holds a 2011 - 2015 Bachelor of Arts (B.A.) in Finance; Spanish @ Michigan State University. With a robust skill set that includes Bloomberg Terminal, Communication, Customer Service, Financial Modeling, Fundraising and more. Kara Case has 1 emails and 1 mobile phone numbers on RocketReach.
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