Kate Burns's Location
Milwaukee, WI, US
Kate Burns's Work
- Vice President, Administrative Manager @ Merrill Lynch
- VP, Administrative Manager @ Wells Fargo Advisors
Kate Burns's Education
- Boston University
Master of Arts (International Finance)
1988 - 1990 - University of Southern California
Bachelors (International Relations, History)
1979 - 1983 - The American College of Financial Services
Kate Burns's Skills
- Portfolio Management
- Equities
- Financial Services
- Wealth Management
- Investment Advisory
- Risk Management
- Retirement Planning
- Financial Planning
- Wealth Transfer
- Customer Service
Kate Burns's Summary
Kate Burns, based in Milwaukee, WI, US, is currently a Vice President, Administrative Manager at Merrill Lynch, bringing experience from previous roles at Wells Fargo Advisors. Kate Burns holds a 1988 - 1990 Master of Arts in International Finance @ Boston University. With a robust skill set that includes Portfolio Management, Equities, Financial Services, Wealth Management, Investment Advisory and more, Kate Burns contributes valuable insights to the industry. Kate Burns has 1 email on RocketReach.
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