Kathleen Gilmore Email & Phone Number
Chairman of the Board, President @ Clifford Swan Investment Counselors
Kathleen Gilmore's Location
Pasadena, CA, US
Kathleen Gilmore's Work
- Chairman of the Board, President @ Clifford Swan Investment Counselors
- Chief Client Services Officer @ Clifford Swan Investment Counselors
- Principal @ Clifford Swan Investment Counselors
- Regional Manager @ AECO
Kathleen Gilmore's Education
- Williams College
Bachelor of Arts (English)
1979 - 1983
Kathleen Gilmore's Skills
- Certified Financial Planner TM
- Non-profits
- Philanthropy
- Asset Managment
- High Net Worth Individuals
- Wealth Management
- Investment Management
- Estate Planning
- Strategic Financial Planning
- Asset Allocation
Kathleen Gilmore's Summary
Kathleen Gilmore, based in Pasadena, CA, US, is currently a Chairman of the Board, President at Clifford Swan Investment Counselors, bringing experience from previous roles at Clifford Swan Investment Counselors, Clifford Swan Investment Counsel and AECO. Kathleen Gilmore holds a 1979 - 1983 Bachelor of Arts in English @ Williams College. With a robust skill set that includes Certified Financial Planner TM, Non-profits, Philanthropy, Asset Managment, High Net Worth Individuals and more, Kathleen Gilmore contributes valuable insights to the industry. Kathleen Gilmore has 1 email and 1 mobile phone number on RocketReach.
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