Kathleen Brinker Email & Phone Number
Administrative Specialist @ CSPC Solutions
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Kathleen Brinker Location
- Fayetteville, NC, US
Kathleen Brinker Work
- 2020 -now Administrative Specialist @
- 2019 -2022 Chief Growth Officer @
- 2017 -2018 Relationship Manager @
- 2014 -2017 SFL-TAP Financial Planning Counselor @
- 2013 -2014 SFL-TAP Financial Planning Counselor @
- 2010 -2011 Professional Services, Financial Services Content Coordinator @
- 2008 -2010 Investment Portfolio and Financial Planning Analyst @
- 2001 -2008 Financial Planner and Investment Analyst @
- 2000 -2001 Analyst, Financial Planning Department @
Kathleen Brinker Education
- Rice University-Glasscock School of Continuing Studies
CFA Level 1 Coursework (CFA Level 1-Chartered Financial Analyst® Exam Preparation)
2009-2009 - University of Houston
Personal Financial Planning Program (CFP® Exam Prep)
2003-2005
Kathleen Brinker Skills
- Estate Planning
- Financial Advisory
- Cash Management
- PowerPoint
- Planning
- Fixed Annuities
- Military Transition
- Tax Planning
- Insurance
- Retirement Planning
- Financial Planning
- Microsoft PowerPoint
- Accent Ecommunicator
- Investments
- Trust Management
- Military Benefits
- Content Sourcing
- Finance
- 401k
- Asset Allocation
- Investment Advisory
- Strategic Planning
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Morningstar Office
- Uniform Combined State Law
- Strategic Financial Planning
- Microsoft Excel
- Asset Management
- Personal Financial
- Presentation Librarian
- Editing
- Accent Librarian
- Personal Financial Planning
- College Funding Strategies
- QuickBooks
- Sentinel
- Uniform Combined State
- Management
- Strategic Financial
- Research
- Retirement
- College Funding
- Analysis
- Series 7
- Securities
Kathleen Brinker Summary
- Kathleen Brinker, based in Fayetteville, NC, US, is currently a Administrative Specialist at CSPC Solutions. Kathleen Brinker brings experience from previous roles at Emerging Technology Institute (ETI), AAFMAA Wealth Management & Trust LLC and Serco. Kathleen Brinker holds a 2009 - 2009 CFA Level 1 Coursework in CFA Level 1-Chartered Financial Analyst® Exam Preparation @ Rice University-Glasscock School of Continuing Studies. With a robust skill set that includes Estate Planning, Financial Advisory, Cash Management, PowerPoint, Planning and more. Kathleen Brinker has 3 emails and 5 mobile phone numbers on RocketReach.
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