Kate Connell Email & Phone Number
Managing Partner
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Kate Connell Location
- Memphis, TN, US
Kate Connell Work
- 1996 -now Managing Partner @ Gilliland Investments
- 2016 -now Board Member and Endowment Committee Chair @
- 1999 -now Certified Financial Planner and Managing Partner of Gilliland Investments @ Gilliland Investments
- 2004 -now Trustee @ Desoto Oil and Gas Trust
- 2022 -2025 Vestry Member @
- 2016 -2025 Board Member @
- 2012 -2014 Board Member and Community Affairs Chair @ Finacial Planning Association of Greater Memphis
- 2003 -2012 Chairperson @
- 1994 -2003 Board Member @
- 1992 -1999 Marketing Director @ Marex International
- 1988 -1992 Marketing Specialist @
Kate Connell Education
- Anthropedia Foundation 2024-2025
- Christian Brothers University
(Financial Planning and Services)
2003-2005 - University of Memphis
MBA
1999-2001 - University of Memphis
Master of Business Administration
1999-2001 - Rhodes College
BA
1984-1988
Kate Connell Skills
- Valuation
- Cfp
- Equities
- Financial Modeling
- Training
- Portfolio Management
- Financial Analysis
Kate Connell Summary
- Kate Connell, based in Memphis, TN, US, is currently a Managing Partner at Gilliland Investments. Kate Connell brings experience from previous roles at ARTSmemphis, Gilliland Investments, Desoto Oil and Gas Trust and Calvary Episcopal Church. Kate Connell holds a 2024 - 2025 Anthropedia Foundation. With a robust skill set that includes Valuation, Cfp, Equities, Financial Modeling, Training and more. Kate Connell has 2 emails and 1 mobile phone numbers on RocketReach.
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