Karen Kahn Email & Phone Number
Managing Director | Senior Wealth Advisor @ Truist Wealth
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Karen Kahn Location
- Greensboro, NC, US
Karen Kahn Work
- 2021 - now Managing Director | Senior Wealth Advisor @
- 2016 - 2021 Senior Wealth Advisor @
- 1992 - 2016 SVP, Wealth Advisor @
- 1990 - 1992 Commercial Banking Officer @
Karen Kahn Education
- University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1986 - 1990
- College for Financial Planning
Karen Kahn Skills
- Wealth Management
- Strategic Planning
- Financial Advisory
- Private Banking
- Estate Planning
- Finance
- Risk Management
- 401k Rollovers
- Investments
- Relationship Management
- Insurance
- Retirement Planning
- Wealth Management Services
- Multi Generational Wealth Transfer
- Brokerage
Karen Kahn Summary
- Karen Kahn, based in Greensboro, NC, US, is currently a Managing Director | Senior Wealth Advisor at Truist Wealth. Karen Kahn brings experience from previous roles at Truist Wealth, Wells Fargo Private Bank and Wells Fargo. Karen Kahn holds a 1986 - 1990 University of North Carolina at Chapel Hill - Kenan-Flagler Business School. With a robust skill set that includes Wealth Management, Strategic Planning, Financial Advisory, Private Banking, Estate Planning and more. Karen Kahn has 2 emails and 2 mobile phone numbers on RocketReach.
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