Katherine Dean Email & Phone Number
Chief Learning Officer
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Katherine Dean Location
- California, United States
Katherine Dean Work
- Chief Learning Officer @ Three Hills Family Office (September 2021 - Present)
- Founder and CEO @ (July 2021 - Present)
- Managing Director, Head of Family Dynamics @ (November 2016 - July 2021)
- Managing Director, Head of Wealth Management Planning @ (January 2008 - January 2017)
- SVP, Co-Head Wealth Planning and Head of Family Dynamics ~ The Family Office Group (Abott Downing) @ (January 2006 - January 2008)
- Wealth Planning Strategist and West Coast Team Lead @ (January 2004 - January 2006)
- Wealth Advisor and Wealth Planning Strategist @ (January 2002 - January 2004)
- Tax Manager @ Frank, Rimerman + Co. LLP (August 2001 - June 2002)
- Director Family Office Services, Wealth Planning Strategist, Philanthropic Planning and Grantmaking @ (February 2000 - August 2001)
- Financial Planner | Registered Investment Advisor @ (January 1998 - January 2000)
- Investment Management Analyst @ Strategic Capital Management, Inc. (January 1996 - January 1998)
Katherine Dean Education
- Golden Gate University
Master of Science - MS (Taxation)
- Valparaiso University
Bachelor of Science - BS (Business Administration and Management, Finance)
Katherine Dean Skills
- Active Listening
- Alternative Investments
- Asset Allocation
- Asset Management
- Banking
- Business Development
- Business Process Design
- Coaching & Mentoring
- Collaborative Decision-making
- Community Development
- Credit
- Cross-functional Team Leadership
- Customer Relationship Management (CRM)
- Diversity & Inclusion
- Emotional Intelligence
- Estate Planning
- Executive Management
- Family Development
- Family Philanthropy
- Finance
- Financial Planners
- Financial Planning
- Financial Services
- Fundraising
- High Net Worth Individuals
- Human/Family Dynamics
- Investment Management
- Investments
- Leadership
- Maintaining Presence
- Marketing strategy
- Multi-generational Planning
- Operations Management
- Organizational Development
- Portfolio Management
- Powerful Questioning
- Public Speaking
- Relationship Building
- Retirement Planning
- Strategic Communications
- Strategic Financial Planning
- Strategic Planning
- Systems Coaching
- Team Building
- Thought Leadership
- Training & Development
- Values, Vision and Mission Facilitator
- Wealth
- Wealth Management
- Wealth Management Services
Katherine Dean Summary
- Katherine Dean, based in California, United States, is currently a Chief Learning Officer at Three Hills Family Office. Katherine Dean brings experience from previous roles at Meaning Beyond Money and Wells Fargo Private Bank. Katherine Dean holds a Master of Science - MS in Taxation @ Golden Gate University. With a robust skill set that includes Active Listening, Alternative Investments, Asset Allocation, Asset Management, Banking and more. Katherine Dean has 3 emails and 1 mobile phone numbers on RocketReach.
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