Kate Doherty Email & Phone Number
Director of Portfolio and Wealth Administration @ BBR Partners
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Kate Doherty Location
- South Carolina, United States
Kate Doherty Work
- 2021 -now Director of Portfolio and Wealth Administration @
- 2012 -2021 Vice President of Portfolio and Wealth Administration @
- 2009 -2012 Portfolio Administration Associate @
- 2008 -2009 Information Services Associate @
- 2006 -2007 Systems and Process Assurance Experienced Associate @
Kate Doherty Education
- Canisius College
BS (Accounting & Accounting Information Systems)
2002-2006
Kate Doherty Skills
- Wealth Management
- Asset Management
- Hedge Funds
- Microsoft Excel
- Investments
- Equities
- Alternative Investments
- Microsoft Office
- Business Development
- Engineering
- Integration
Kate Doherty Summary
- Kate Doherty, based in South Carolina, United States, is currently a Director of Portfolio and Wealth Administration at BBR Partners. Kate Doherty brings experience from previous roles at BBR Partners, The Ayco Company, L.P. and PricewaterhouseCoopers. Kate Doherty holds a 2002 - 2006 BS in Accounting & Accounting Information Systems @ Canisius College. With a robust skill set that includes Wealth Management, Asset Management, Hedge Funds, Microsoft Excel, Investments and more. Kate Doherty has 2 emails and 3 mobile phone numbers on RocketReach.
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