Kate Lacey Email & Phone Number
Financial Planner @ Creative Planning
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Kate Lacey Location
- Charleston, SC, US
Kate Lacey Work
- Financial Planner @ (January 2022 - Present)
- Trading and Portfolio Operations Specialist @ (April 2019 - March 2022)
- Sr. Client Service Associate @ (February 2014 - May 2019)
- Client Associate @ (February 2011 - January 2014)
- Commission Specialist @ (November 2009 - February 2011)
- Sales Associate @ (October 2006 - January 2011)
- Marketing Intern @ (August 2009 - December 2009)
Kate Lacey Education
- Whitman School of Management at Syracuse University
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.) @ Whitman School of Management at Syracuse University. With a robust skill set that includes Microsoft Word, Investments, Marketing, Microsoft Excel, Customer Service and more. Kate Lacey has 3 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Kate Lacey?
Find contact details for 700 million professionals.
Others Named Kate Lacey
Kate Lacey
Director of Human Resources
Cincinnati, OH, US
Kate Lacey
Financial Planner
Charleston, SC, US
Kate Lacey
Discovery Manager
Reading, Reading, United Kingdom
Kate Lacey
Director, e-retail LUXE division
United States
Kate Lacey
Senior Manager of Human Resources
Newport, KY, US
Kate Lacey
Fixed Income Research Assistant
London, GB
Kate Lacey
Consultant
Austin, TX, US
Kate Lacey
General Manager
Brisbane, QLD, AU
Kate Lacey
Biomedical Scientist
Nottingham, GB
Kate Lacey
Sales and Customer Director
Cardiff, GB
Top Creative Planning Employees
Ovi Vitas
Chief Marketing Officer
Orlando, FL, US
Daniel Bruns
COO Retirement Services, Head of Participant Advice
Chicago, IL, US
Tom Zgainer
Founder AB401k
Scottsdale, AZ, US
Jason Edmonds
Managing Director, Partner
Lawrence, KS, US
Rodney Balbuena
Managing Director
Los Angeles, CA, US
Matt Pearson
Managing Director
Mercer Island, WA, US
Tony Franchimone
Managing Director
Carlsbad, CA, US
Megan Schmitz
Chief People Officer
Leawood, KS, US
John Vagianos
Managing Director
Raleigh, NC, US
Garrett Stinson
Managing Director
Newport Beach, CA, US
Matt Gulseth
Managing Director and Partner
Saint Paul, MN, US
Jonathan Knapp
Chief Operating Officer
Prairie Village, KS, US
Chatten Scruggs
CTO
Leawood, KS, US
Thomas Panoplos
Managing Director
Northbrook, IL, US
Tamara Lowenberg
Managing Director
Sacramento, CA, US
Stacey Velez
Managing Director
Martinez, CA, US
Jeff White
Managing Director
California, United States
Dennis Dubois
CFO Services
Saint Paul, MN, US
Dave Kaye
Chief Financial Officer
Kansas City, MO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co