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Kate Thompson Location
Stamford, CT, US
Kate Thompson Work
SVP, Head of ETF Distribution @ (September 2022 - Present)
SVP, Head of Relationship Management @ (October 2021 - September 2022)
Managing Director, Head of US Retail Distribution @ (January 2016 - January 2020)
Managing Director, Head of National Accounts Advisory @ (January 2014 - January 2016)
Director, Senior National Account Manager @ (January 2001 - January 2014)
Vice President, Retirement Plan Services @ (January 2000 - January 2001)
Internal Sales Wholesaler @ (January 1999 - January 2000)
Operations Liaison @ (January 1998 - January 1999)
Kate Thompson Education
Harvard Business School Executive Education
Certificate of Management Excellence, Business Administration and Management, General
University College Dublin
Bachelor of Arts (B.A.) (Psychology)
Kate Thompson Skills
Alternative Investments
Leadership
Series 63
Public Speaking
Fixed Income
Retirement Planning
Portfolio Management
Investments
Business Development
Finance
Vast
Asset Allocation
Financial Services
Wealth Management
Equities
Mutual Funds
Retail Distribution
FINRA
Investment Strategies
Risk Management
Asset Management
Marketing
New Business Development
Microsoft Excel
Business Strategy
Management
Series 7
Hedge Funds
Investment Management
Kate Thompson Summary
Kate Thompson, based in Stamford, CT, US, is currently a SVP, Head of ETF Distribution at Allianz Life. Kate Thompson brings experience from previous roles at Allianz Life and Allianz Global Investors. Kate Thompson holds a Certificate of Management Excellence, Business Administration and Management, General @ Harvard Business School Executive Education. With a robust skill set that includes Alternative Investments, Leadership, Series 63, Public Speaking, Fixed Income and more. Kate Thompson has 2 emails and 3 mobile phone numbers on RocketReach.
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