Kate Healy's Location
Franklin Township, NJ, US
Kate Healy's Work
- CEO and Founder @ AdvoKate IQ, LLC
- Managing Director, Center for Financial Planning @ CFP Board
- Managing Director @ TD Ameritrade Institutional
- Managing Director, Generation Next @ TD Ameritrade Institutional
- Director of Marketing @ TD Ameritrade Institutional
- Group Marketing Manager - Institutional @ TD Ameritrade Institutional
- Vice President @ Merrill Lynch
- Director of Marketing @ MetLife
- Director, Marketing @ MetLife Broker/Dealer group
- Director @ Prudential Financial
Kate Healy's Education
- Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (Economics)
1982 - 1986 - The Wharton School
Executive Certificate (SIFMA Securities Industry Institute)
Kate Healy's Skills
- Investments
- IRA's
- RIA
- Wealth Management
- Marketing Strategy
- Marketing Communications
- Product Management
- Product Marketing
- Business Development
- Financial Services
Kate Healy's Summary
Kate Healy, based in Franklin Township, NJ, US, is currently a CEO and Founder at AdvoKate IQ, LLC, bringing experience from previous roles at CFP Board and TD Ameritrade Institutional. Kate Healy holds a 1982 - 1986 Bachelor of Arts in Economics @ Rutgers, The State University of New Jersey-New Brunswick. With a robust skill set that includes Investments, IRA's, RIA, Wealth Management, Marketing Strategy and more, Kate Healy contributes valuable insights to the industry. Kate Healy has 4 emails and 1 mobile phone number on RocketReach.
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