Karen Richards Email & Phone Number
Senior Vice President - Investment Officer @ Wells Fargo Advisors
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Karen Richards Location
- Bellingham, WA, US
Karen Richards Work
- Senior Vice President - Investment Officer @ (March 2025 - Present)
- First Vice President - Investment Officer @ (April 2015 - March 2025)
- Vice President - Investment Officer @ (May 2009 - April 2015)
- Vice President - Investment Officer @ Wachovia Securities (November 2007 - May 2009)
- Vice President - Financial Consultant @ (July 1999 - November 2007)
- Instructor @ Bellingham Technical College (January 1989 - January 1991)
Karen Richards Education
- Western Washington University
MBA
1985-1989 - Western Washington University
BA (Business Administration)
1978-1982 - Forks High School
Karen Richards Skills
- Estate Investment Planning
- Tax- Efficient Planning
- Investments
- Financial Services
- Small Business
- Retirement Planning
- Financial Analysis
- Strategic Planning
- Mutual Funds
- Retirement
- Financial Advisory
- Non-profits
- Public Speaking
- Asset Allocation
- Risk Management
- Fixed Annuities
- Insurance
- Securities
- Investment Strategies
- Investment Planning
- Retirement Plan Consulting
- Business Owner Planning
- Business-Succession Planning
- Wealth Preservation Planning
- Wealth Management
- Business Succession Planning
- MBA
- Non Profits
- Management
- Tax Efficient Strategies
- Design
- Estate Investment Management
Karen Richards Summary
- Karen Richards, based in Bellingham, WA, US, is currently a Senior Vice President - Investment Officer at Wells Fargo Advisors. Karen Richards brings experience from previous roles at Wells Fargo Advisors, Wachovia Securities and RBC Wealth Managment. Karen Richards holds a 1985 - 1989 MBA @ Western Washington University. With a robust skill set that includes Estate Investment Planning, Tax- Efficient Planning, Investments, Financial Services, Small Business and more. Karen Richards has 2 emails and 2 mobile phone numbers on RocketReach.
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