Kate Mills Email & Phone Number
Regional Vice President, Mid-Atlantic @ Cetera Advisors LLC
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Kate Mills Location
- Cincinnati, OH, US
Kate Mills Work
- 2015 -now Regional Vice President, Mid-Atlantic @
- 2013 -2015 Director of Operations @
- 2007 -2012 Wealth Management Advisor @
- 2005 -2007 Wealth Management Associate @
- 2000 -2005 Brokerage Operations Relationship Manager @
- 1998 -2000 Quality Assurance Specialist @
Kate Mills Education
- University of Phoenix
Bachelor of Science (BS) ( Finance)
2011-2014
Kate Mills Skills
- Operations Management
- Relationship Management
- Risk Management
- Retirement Planning
- Investment Management
- Strategic Planning
- Series 7
- Team Management
- Series 66
- Client-focused
- Analytical Solutions
- Public Speaking
- Leadership
- Microsoft Office
- Marketing
- Financial Services
- Services
- Research
- MBA
- Client Focused
Kate Mills Summary
- Kate Mills, based in Cincinnati, OH, US, is currently a Regional Vice President, Mid-Atlantic at Cetera Advisors LLC. Kate Mills brings experience from previous roles at Haberer Registered Investment Advisor, Inc., Fifth Third Bank and Fifth Third Securities. Kate Mills holds a 2011 - 2014 Bachelor of Science (BS) in Finance @ University of Phoenix. With a robust skill set that includes Operations Management, Relationship Management, Risk Management, Retirement Planning, Investment Management and more. Kate Mills has 3 emails and 2 mobile phone numbers on RocketReach.
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