Kathleen Martin's Location
Plano, TX, US
Kathleen Martin's Work
- Director of Client Services @ Generational Wealth Advisors
- Operations Manager @ Generational Wealth Advisors
- Operations Manager @ Talis Advisory Services, LLC
- Trust Officer @ NDBT (North Dallas Bank & Trust Co.)
- Language Arts Teacher @ Dallas Independent School District
Kathleen Martin's Education
- Southern Methodist University
Bachelor of Fine Arts (BFA) (English/Speech Arts/ Secondary Teaching)
1968 - 1972 - Memorial High School, Tulsa OK1965 - 1968
- University of North Texas
Master of Education (M.Ed) (Counselor Education/School Counseling and Guidance Services)
1979 - 1982
Kathleen Martin's Skills
- Banking
- Loans
- Business Relationship Management
- Credit
- Payroll
- Customer Service
- Microsoft Excel
- Bank Secrecy Act
- Loan Origination
- Commercial Lending
Kathleen Martin's Summary
Kathleen Martin, based in Plano, TX, US, is currently a Director of Client Services at Generational Wealth Advisors, bringing experience from previous roles at Generational Wealth Advisors, Talis Advisory Services, LLC, North Dallas Bank & Trust Co. and Dallas Independent School District. Kathleen Martin holds a 1968 - 1972 Bachelor of Fine Arts (BFA) in English/Speech Arts/ Secondary Teaching @ Southern Methodist University. With a robust skill set that includes Banking, Loans, Business Relationship Management, Credit, Payroll and more, Kathleen Martin contributes valuable insights to the industry. Kathleen Martin has 1 email on RocketReach.
5 free lookups per month.
Not the Kathleen Martin you were looking for?
Find contact details for 700 million professionals.
Others Named Kathleen Martin
-
33
-
43
-
15+
-
21
-
23
-
25+
-
12
-
23
Top Generational Wealth Advisors Employees
-
View
Brent Everett
Founder, Chief Investment Officer, and Partner at Generational Wealth Advisors
Texas, United States12 -
44
-
55+
-
View
Stephen Hart
Sr. Wealth Advisor, Director of Financial Planning at Generational Wealth Advisors
Texas, United States34 -
12
-
ViewGina Aldaz
Director Of Client Development at Generational Wealth Advisors
Frisco, Texas, United States42 -
ViewGina Aldaz
Director of Client Development at Generational Wealth Advisors
Olde West Chester, OH, US5+2 -
View
Sarah Crowe
Senior Wealth Management Advisor at Generational Wealth Advisors
Fort Worth, TX, US21
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
