Kari W. Email & Phone Number
Partner, Senior Wealth Advisor @ RWA Wealth Partners
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Kari W. Location
- Newton, MA, US
Kari W. Work
- 2024 -now Partner, Senior Wealth Advisor @
- 2020 -2024 Partner, Wealth Advisor @
- 2018 -2020 Account Executive @
- 2013 -2017 Account Manager @
- 2011 -2013 Client Service Associate @
- 2008 -2011 Registered Client Service Associate @ Astor Capital Management
- 2007 -2008 Internship @
- 2007 -2007 Internship @
Kari W. Education
- DePaul University
Bachelor of Science (Finance)
2004-2008
Kari W. Skills
- Private Client Services
- Financial Analysis
- Analytics
- Acess
- Alternative Investments
- Account Management
- Excel
- Google Analytics
- PowerPoint
- Financial Modeling
- Microsoft Excel
- Microsoft Word
- Investments
Kari W. Summary
- Kari W., based in Newton, MA, US, is currently a Partner, Senior Wealth Advisor at RWA Wealth Partners. Kari W. brings experience from previous roles at RWA Wealth Partners. Kari W. holds a 2004 - 2008 Bachelor of Science in Finance @ DePaul University. With a robust skill set that includes Private Client Services, Financial Analysis, Analytics, Acess, Alternative Investments and more. Kari W. has 2 emails and 2 mobile phone numbers on RocketReach.
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