Katherine Simmonds Email & Phone Number
Founder and Principal @ Conquis Financial LLC
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Katherine Simmonds Location
- Millbrae, CA, US
Katherine Simmonds Work
- Founder and Principal @ (June 2022 - Present)
- Partner Advisor @ (December 2016 - June 2022)
- Director of Financial Planning, CFP® @ (February 2007 - December 2016)
- Director of Investment Planning, CFP® @ (January 2001 - January 2007)
- Registered Investment Advisor, ChFC - Client Practice @ Mass Mutual Financial Group (January 1991 - January 2001)
- Legislative Analyst, Financial Management Analyst @ Office of Management and Budget, Executive Office of the President (January 1985 - January 1990)
Katherine Simmonds Education
- University of Detroit Mercy
Bachelor of Arts (B.A.) (Political Science)
- The George Washington University
M.A. (Economics)
- 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 Bachelor of Arts (B.A.) in Political Science @ University of Detroit Mercy. 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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