Kate Advisor Email & Phone Number
Managing Director, Senior Wealth Advisor @ Wilmington Trust
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Kate Advisor Location
- Vero Beach, FL, US
Kate Advisor Work
- 2019 - now Managing Director, Senior Wealth Advisor @
- 2013 - 2016 Business and Finance Manager @ Freeman, Huber, Sacks, Brennan & Fingerman/ Brown & Connery LLP
- 2003 - 2013 Self Employed @ Freeman Home Enterprises
- 1998 - 2003 Vice President, Institutional Fixed Income Sales @
- 1993 - 1997 Asst. Vice President, Institutional Municipal Bond Sales @ A.H. Williams & Co.
- 1986 - 1991 Assistant Vice President @ National Westminster Bank USA
Kate Advisor Education
- The Wharton School
MBA (Finance)
1991 - 1993 - Colgate University
B.A. Cum Laude (English Literature (British and Commonwealth)/Economics)
1982 - 1986 - Kent Place School, Summit NJ 1979 - 1982
Kate Advisor Summary
- Kate Advisor, based in Vero Beach, FL, US, is currently a Managing Director, Senior Wealth Advisor at Wilmington Trust. Kate Advisor brings experience from previous roles at Freeman, Huber, Sacks, Brennan & Fingerman/ Brown & Connery LLP, Freeman Home Enterprises, Legg Mason Inc and A.H. Williams & Co.. Kate Advisor holds a 1991 - 1993 MBA in Finance @ The Wharton School. Kate Advisor has 3 emails and 1 mobile phone numbers on RocketReach.
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Others Named Kate Advisor
Kate Advisor
Managing Director, Senior Wealth Advisor
Vero Beach, FL, US
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