Kate Doherty Email & Phone Number
VP, Financial Consultant, Truist Investment Services, Inc,Truist Wealth @ Truist Wealth
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Kate Doherty Location
- Charlotte, NC, US
Kate Doherty Work
- 2021 -now VP, Financial Consultant, Truist Investment Services, Inc,Truist Wealth @
- 2018 -2021 Financial Consultant @
- 2015 -2018 Assistant Vice President, Analyst of Research and Due Diligence Oversight @
- 2011 -2015 Investment Specialist @
- 2010 -2011 Investment Management Associate II @
- 2008 -2010 Wealth Management Associate @
Kate Doherty Education
- University of North Carolina at Chapel Hill 2003-2007
Kate Doherty Skills
- Portfolio Management
- Equity Research
- Equity Valuation
- Private Clients
- Strategic Investment
- Asset Allocation
- Fixed Income Portfolio Management
- Equity Research Analysis
- Risk Monitoring
- Portfolio Performance Analysis
- Return on Investment
- Working Capital Management
- Capital Markets
- Behavioral Finance
- Stock Management
- Finance
- Series 7
- Investments
- Wealth Management
- Investment Management
- Financial Analysis
Kate Doherty Summary
- Kate Doherty, based in Charlotte, NC, US, is currently a VP, Financial Consultant, Truist Investment Services, Inc,Truist Wealth at Truist Wealth. Kate Doherty brings experience from previous roles at SunTrust Investment Services, Inc. and Wells Fargo. Kate Doherty holds a 2003 - 2007 University of North Carolina at Chapel Hill. With a robust skill set that includes Portfolio Management, Equity Research, Equity Valuation, Private Clients, Strategic Investment and more. Kate Doherty has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Kate Doherty?
Find contact details for 700 million professionals.
Top Truist Wealth Employees
Ty Debique
Managing Director, Regional Director
Florida, United States
C. Widener
Senior Vice President - Legal Specialty Group
Charlotte, NC, US
Samantha Vassallo
Managing Director and Senior Wealth Advisor
Boca Raton, FL, US
Erik Tozzi
Managing Director, Senior Wealth Advisor
New York, NY, US
Sean Williams
Senior Vice President and Senior Trust Advisor
Charlotte, NC, US
Gregory Viejo
Managing Director, Wealth Advisor
Miami, FL, US
Joe Campbell
Managing Director, Senior Wealth Advisor
Atlanta, GA, US
Jim Brennan
Managing Director and Senior Wealth Advisor
Tampa, FL, US
Michael Thompson
Managing Director, Senior Wealth Advisor
Baltimore, MD, US
Jan-Peter Breugelmans
Managing Director - Senior Wealth Advisor
Chicago, IL, US
Rob Miles
Managing Director - Head of National Sales
Charlotte, NC, US
Jason Sykes
Senior Vice President, Wealth Advisor
Charlotte, NC, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co