Katherine Bartling's Location
United States
Katherine Bartling's Work
- Public Finance Coordinator II @ Ameritas
- Corporate Trust Administrator @ Zions Bank
- CTFA Trust Administration Asst. @ Dakota Guardian Trust
- Trust Asst @ Great Western Bank
- Paralegal @ Morrow Law Partners
- VP and Trust Officer @ York State Bank & Trust Co.
Katherine Bartling's Education
- Cannon Financial Institute
CTFA (Trust School)
1996 - 1999 - Hebron High School, Hebron, NE
Katherine Bartling's Skills
- Personal Trust Administration
- Entrepreneurship
- Portfolio Management
- Finance
- Financial Modeling
- Leadership
- Business Strategy
- Management
- Wealth Management
- Microsoft Office
Katherine Bartling's Summary
Katherine Bartling, based in United States, is currently a Public Finance Coordinator II at Ameritas Investment Corp., bringing experience from previous roles at Zions Bank, Dakota Guardian Trust Company, Great Western Bank and Morrow Law Partners. Katherine Bartling holds a 1996 - 1999 CTFA in Trust School @ Cannon Financial Institute. With a robust skill set that includes Personal Trust Administration, Entrepreneurship, Portfolio Management, Finance, Financial Modeling and more, Katherine Bartling contributes valuable insights to the industry. Katherine Bartling has 1 email on RocketReach.
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