Director of Operations @ (January 2013 - July 2015)
Wealth Management Advisor @ (January 2007 - January 2012)
Wealth Management Associate @ (January 2005 - January 2007)
Brokerage Operations Relationship Manager @ (January 2000 - January 2005)
Quality Assurance Specialist @ (January 1998 - January 2000)
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 2 emails and 2 mobile phone numbers on RocketReach.
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