Katherine Simmonds Email & Phone Number
Founder and Principal @ Conquis Financial LLC
5 free lookup(s).
Katherine Simmonds Location
- Millbrae, CA, US
Katherine Simmonds Work
- 2022 -now Founder and Principal @
- 2016 -2022 Partner Advisor @
- 2007 -2016 Director of Financial Planning, CFP® @
- 2001 -2007 Director of Investment Planning, CFP® @
- 1991 -2001 Registered Investment Advisor, ChFC - Client Practice @ Mass Mutual Financial Group
- 1985 -1990 Legislative Analyst, Financial Management Analyst @ Office of Management and Budget, Executive Office of the President
Katherine Simmonds Education
- The George Washington University
- University of Detroit Mercy
- Avignon Université
(History, Philosophy, Political Science)
Katherine Simmonds Skills
- Financial Advisory
- Investment Strategies
- Project Management
- Strategy
- Investments
- Risk Management
- Marketing
- Microsoft Excel
- Finance
- Estate Planning Strategies
- Customer Service
- Social Security Maximization
- Retirement Planning
- Personal Financial Planning
- Wealth Management Services
Katherine Simmonds Summary
- Katherine Simmonds, based in Millbrae, CA, US, is currently a Founder and Principal at Conquis Financial LLC. Katherine Simmonds brings experience from previous roles at AdvicePeriod, Stanford Investment Group, Inc., Brouwer & Janachowski, Inc. and Mass Mutual Financial Group. Katherine Simmonds holds a The George Washington University. With a robust skill set that includes Financial Advisory, Investment Strategies, Project Management, Strategy, Investments and more. Katherine Simmonds has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Conquis Financial LLC Employees
Katherine Simmonds
Founder and Principal
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Jacob Levy
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San Francisco, CA, US
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