2024 -2025 AVP: FA Websites and FA Locator Lead, Wealth Management Digital Marketing @
2020 -2025 AVP - Digital Prospect Experience @
2023 -2024 AVP: Digital Marketing Engagement - Next Best Action Platform @
2020 -2023 Associate: Business Development and Field Training, Next Best Action (NBA) @
Kate Education
University of Notre Dame
Master's degree, Mendoza College of Business (Business Administration and Management, General)
2019-2020
Drexel University's LeBow College of Business
Bachelor of Science - BS (Sport Management)
2014-2018
Rumson-Fair Haven Regional High School 2010-2014
Kate Summary
Kate, based in Red Bank, NJ, US, is currently a Wealth Management Marketing Manager at Guardian Life. Kate brings experience from previous roles at Morgan Stanley. Kate holds a 2019 - 2020 Master's degree, Mendoza College of Business in Business Administration and Management, General @ University of Notre Dame. Kate has 2 emails and 4 mobile phone numbers on RocketReach.
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