Kate Lacey Email & Phone Number
Financial Planner @ Creative Planning
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Kate Lacey Location
- Charleston, SC, US
Kate Lacey Work
- 2022 -now Financial Planner @
- 2019 -2022 Trading and Portfolio Operations Specialist @
- 2014 -2019 Sr. Client Service Associate @
- 2011 -2014 Client Associate @
- 2009 -2011 Commission Specialist @
- 2006 -2011 Sales Associate @
- 2009 -2009 Marketing Intern @
Kate Lacey Education
- Syracuse University - Martin J. Whitman School of Management
Master of Business Administration (M.B.A.)
2016-2018 - Loyola University Maryland
BBA (Business)
2006-2009 - Denison University 2005-2006
- Notre Dame Prep 2000-2005
Kate Lacey Skills
- Microsoft Word
- Investments
- Marketing
- Microsoft Excel
- Customer Service
- Asset Allocation
- Financial Analysis
- Retirement Planning
- Wealth Management
- Mutual Funds
- Outlook
Kate Lacey Summary
- Kate Lacey, based in Charleston, SC, US, is currently a Financial Planner at Creative Planning. Kate Lacey brings experience from previous roles at JBJ Invest, Raymond James, RBC Wealth Management and The Warner Companies. Kate Lacey holds a 2016 - 2018 Master of Business Administration (M.B.A.) @ Syracuse University - Martin J. Whitman School of Management. With a robust skill set that includes Microsoft Word, Investments, Marketing, Microsoft Excel, Customer Service and more. Kate Lacey has 2 emails and 3 mobile phone numbers on RocketReach.
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