Karen Sotallaro's Location
Houston, TX, US
Karen Sotallaro's Work
Karen Sotallaro's Education
Texas A&M University
M.S. (Agricultural Economics)
1994 - 1996
Texas A&M University
B.S. (Agricultural Economics)
1989 - 1994
College for Financial Planning
CFP® Certification Professional Education Program
Karen Sotallaro's Skills
Karen Sotallaro's Summary
Karen Sotallaro, based in Houston, TX, US, is currently a Lead Advisor at Oak Harvest Financial Group, bringing experience from previous roles at Asset Management Advisors, Inc. (Aquired by Cresset), Houston Asset Management, Independent Contractor / The DRL Group and Kanaly Trust, LTA. Karen Sotallaro holds a 1994 - 1996 M.S. in Agricultural Economics @ Texas A&M University. With a robust skill set that includes Investment Management, Investments, Wealth Management Services, Asset Allocation, Financial Services and more, Karen Sotallaro contributes valuable insights to the industry. Karen Sotallaro has 5 emails on RocketReach.