Kate Weaver Email & Phone Number
Registered Client Service Associate @ Raymond James
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Kate Weaver Location
- Vero Beach, FL, US
Kate Weaver Work
- Registered Client Service Associate @ (November 2023 - Present)
- Registered Client Service Associate @ (April 2022 - March 2023)
- Registered Client Service Associate @ (January 2018 - April 2022)
- Sales and Marketing Coordinator @ (May 2017 - August 2017)
- Operations Supervisor @ (July 2013 - February 2017)
Kate Weaver Education
- Community College of Baltimore County
Associates of Applied Science (Business Management)
2013-2015 - Community College of Baltimore County
Associates of Applied Science (Hospitality Management: Lodging)
2010-2013
Kate Weaver Skills
- 401(k) Rollovers
- 401k Rollovers
- Analytical Skills
- Asset Allocation
- Banking
- Business Succession Strategies
- Client Relations
- Communication
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Customer Service
- Deferred Compensation
- Estate Investment Strategies
- Estate Planning
- Financial Advisory
- Financial Services
- Fixed Income Strategies
- Hospitality Management
- Hotel Management
- Insurance
- Investment Strategies
- Investments
- Microsoft Excel
- Multigenerational Wealth Transfer Strategies
- Operations Management
- Relationship Management
- Retirement
- Retirement Plan Consulting
- Retirement Savings
- Revenue Analysis
- Risk Management Strategies
- Sales
- Securities
- Stock Due Diligence
- Tax-Efficient Strategies
- Time Management
- Trading
- Wealth Management Services
- Wealth Preservation Strategies
Kate Weaver Summary
- Kate Weaver, based in Vero Beach, FL, US, is currently a Registered Client Service Associate at Raymond James. Kate Weaver brings experience from previous roles at Morgan Stanley, Oppenheimer & Co. Inc., Champions World Resort and Marriott International. Kate Weaver holds a 2013 - 2015 Associates of Applied Science in Business Management @ Community College of Baltimore County. With a robust skill set that includes 401(k) Rollovers, 401k Rollovers, Analytical Skills, Asset Allocation, Banking and more. Kate Weaver has 1 emails and 1 mobile phone numbers on RocketReach.
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